Top Financial Systems Executive jobs in Champaign, IL

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)

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Financial Executive
  • Busey
  • Urbana, IL FULL_TIME
  • WHAT YOU'LL DO

    The Financial Executive is responsible for assisting Financial Advisors by administering all aspects of clients’ accounts. This includes a full line of investment products, including mutual funds, managed accounts, equities, and fixed income securities.

    WHAT YOU'LL BRING

    Duties:

    • Assist Busey Wealth Management in meeting the goals and objectives of the organization utilizing the Wealth Advisory program.
    • Assist the Financial Advisors and clients with a full line of investment products, including mutual funds, managed accounts, equities, and fixed income securities.
    • Prepare letters, forms, and reviews to assist with servicing existing clients and prospecting for new clients.
    • Respond to client correspondence and interact daily, by phone or in person, with prospective and existing clients.
    • Handle financial operational issues that might occur with statements and transactions.
    • Process incoming correspondence, checks, mail, and email.
    • Review daily reports from Raymond James Financial Services and take necessary actions.
    • Forward all account information to home office for approval and scanning.
    • Prepare advisor with necessary paperwork prior to client appointments.
    • Maintain Client Relationship Management (CRM).
    • Assist with regional activities when requested.
    • Follow industry, Raymond James Financial Services, First Busey Corporation, and Busey Trust Company policy, regulations, and procedures.

    Knowledge of:

    • Strong oral and written communication skills
    • Strong sales and client service skills
    • Wealth Management Services including Investments, banking, and trust concepts including asset allocation and basic trust and estate procedures.
    • Financial Planning and Fiduciary issues.

    Ability to:

    • Make independent decisions
    • Analyze and interpret numerical data
    • Analyze and solve problems that frequently involve decisions based on a wide knowledge of many factors where application of advanced technical concepts is predominantly required.
    • Analyze and interpret general business periodicals, professional journals, technical procedures, and governmental regulations.
    • Perform duties and make decisions under frequent time pressures

    EDUCATION & TRAINING 

    • Requires Bachelor’s degree or related experience in the investment field.
    • Required to obtain Series 7 & 66 license within first 6 months of employment.
    • Required to obtain License for Life and Health within 12 months of employment.
    • Computer skills adequate for working with investment software.
    • Must be in good standing with Regulatory and Firm Element continuing education, as well as with First Busey Corporation continuing education.
    • Ongoing development and broadening of appropriate knowledge and skills.
    • Requires knowledge of Microsoft Office.

    Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey’s commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey’s Equal Opportunity Employment.

  • 8 Days Ago

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Financial Executive
  • Busey
  • Urbana, IL FULL_TIME
  • WHAT YOU'LL DO The Financial Executive is responsible for assisting Financial Advisors by administering all aspects of clients’ accounts. This includes a full line of investment products, including mu...
  • 9 Days Ago

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Sales Development Executive
  • UniTrust Financial Group
  • Champaign, IL FULL_TIME
  • Sales Development Executive Location: Remote (Virtual, Work From Home) Job Description: InsuraTec Services Group is looking for passionate and driven individuals to join our team as Sales Development ...
  • 7 Days Ago

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Physical Therapist Assistant
  • Tree Top Staffing LLC
  • Danville, IL FULL_TIME
  • We are seeking a Physical Therapist Assistant who will be working closely with patients each day to assist them as they exercise or practice daily tasks, motivate and encourage them, and correct their...
  • 6 Days Ago

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Top Tower Hand
  • SNC Solutions
  • Gibson, IL FULL_TIME
  • Roles and Responsibilities: The Top Tower Hand will be the lead man on the tower and assist the tower foreman with day to day tasks.New Site BuildsTower MODsInspections / Tower MappingMW install / Mai...
  • Just Posted

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CDL-A DRIVER-TOP PAY!
  • CDL Drivers Choice
  • Champaign, IL FULL_TIME
  • CDL-A Driver - Car Hauler-$110,000-$115,000 plus $7500 Sign-On Bonus!One thing I have noticed after talking to drivers in this sector of the transportation industry is that they ALL say one thing: 'ON...
  • 9 Days Ago

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0 Top Financial Systems Executive jobs found in Champaign, IL area

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Associate Financial Representative
  • Modern Woodmen of America
  • Champaign, IL
  • The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
  • 3/28/2024 12:00:00 AM

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Sr Revenue Cycle Analyst- HB
  • Carle
  • Urbana, IL
  • Sr Revenue Cycle Analyst- HB + Department: Revenue Cycle - CFH_10_19 + Entity: Champaign-Urbana Service Area + Job Categ...
  • 3/28/2024 12:00:00 AM

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Senior Account Executive (Remote Eligible)
  • Busey
  • Champaign, IL
  • The Senior Account Executive will be responsible for creating opportunities, driving new sales, and managing the sales p...
  • 3/28/2024 12:00:00 AM

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Restaurant Team Member
  • Potbelly Sandwich Shop
  • Champaign, IL
  • Earn up to $18.25 including tips! * You gotta have it HOT... hot peppers, hot sandwiches, hot pay! * Do you hunger for m...
  • 3/28/2024 12:00:00 AM

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Department Manager
  • Buffalo Wild Wings
  • Champaign, IL
  • Job Description All World Wide Wings Manager Responsibilities: n n All managers, regardless of position, share responsib...
  • 3/28/2024 12:00:00 AM

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Universal Banker III |Kirby/Champaign
  • Busey
  • Champaign, IL
  • WHAT YOU'LL DO The Universal Banker is responsible for making referrals and selling all bank products and services to cu...
  • 3/27/2024 12:00:00 AM

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Store Production Team Lead
  • LAND OF LINCOLN GOODWILL INDUSTRIES INC
  • Champaign, IL
  • Job Details Level Entry Job Location Champaign Store - Champaign, IL Remote Type N/A Position Type Full Time Education L...
  • 3/27/2024 12:00:00 AM

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VP of Enterprise Applications
  • Pavlov Media, Inc.
  • Champaign, IL
  • Description Reporting into the President of Innovation, the VP of Enterprise Applications will provide vision, strategy,...
  • 3/25/2024 12:00:00 AM

Champaign (English: /ˌʃæmˈpeɪn/) is a city in Champaign County, Illinois, United States. The city is 135 miles (217 km) south of Chicago, 124 miles (200 km) west of Indianapolis, Indiana, and 178 mi (286 km) northeast of St. Louis, Missouri. The United States Census Bureau estimates the city was home to 87,432 people as of July 1, 2017. Champaign is the tenth-most populous city in Illinois, and the state's fourth-most populous city outside the Chicago metropolitan area. It is included in the Champaign–Urbana metropolitan area. Champaign is notable for sharing the campus of the University of Il...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Top Financial Systems Executive jobs
$215,902 to $339,083
Champaign, Illinois area prices
were up 1.3% from a year ago