Top Financial Systems Executive oversees all aspects of an organization's financial systems. Responsible for planning and directing the design, development, and implementation of financial models for accounting operations. Being a Top Financial Systems Executive defines and prioritizes team needs, develops initiatives, and leads the financial systems strategy. Provides strategic guidance and support to senior/executive leadership. Additionally, Top Financial Systems Executive requires a bachelor's degree. Typically reports to top management. The Top Financial Systems Executive manages a departmental function within a broader corporate function. Develops major goals to support broad functional objectives. Approves policies developed within various sub-functions and departments. To be a Top Financial Systems Executive typically requires 8+ years of managerial experience. Comprehensive knowledge of the overall departmental function. (Copyright 2024 Salary.com)
Responsibilities:
- Provide financial advice and guidance to clients in areas such as banking, asset management, investment management, and wealth management.
- Build and maintain strong customer relationships through effective communication and personalized service.
- Conduct research and analysis to identify suitable investment opportunities for clients.
- Assist clients with technical accounting and corporate accounting needs.
- Collaborate with sales teams to promote financial products and services.
- Stay updated on industry trends, regulations, and best practices in order to provide accurate and relevant financial advice.
Requirements:
- Previous experience in public accounting or financial services is preferred.
- knowledge of financial principles, investment strategies, and wealth management techniques.
- Excellent communication and interpersonal skills to effectively interact with clients.
- Ability to analyze complex financial data and provide clear recommendations.
- Proficient in using financial software and tools for research and analysis.
Note: This job description is a general overview of the responsibilities and requirements for the Financial Representative position. Additional duties may be assigned based on the specific needs of the organization.
Job Type: Full-time
Pay: From $1.00 per year
Benefits:
Compensation package:
Weekly schedule:
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Work Location: Hybrid remote in Forked River, NJ 08731
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0 Top Financial Systems Executive jobs found in Atlantic City, NJ area