FULL_TIME

FEED

OTHER

The Relationship Manager will be responsible for building and maintaining strong relationships with high-net-worth clients, providing a high level of personalized services to IMG’s clients while supporting our new business efforts through teaming with IMG financial consultants and networking with centers of influence. Collaborate with our IMG team of internal advisors on financial and retirement planning, investment management, personal insurance, trust and estate services, special needs services and premier banking strategies and solutions.

Rockland Trust is currently seeking a Relationship Manager for our Osterville, MA office of the Investment Management Group, to support clients in the Cape Cod area.The Relationship Manager will be responsible for building and maintaining strong relationships with high-net-worth clients, providing a high level of personalized services to IMG’s clients while supporting our new business efforts through teaming with IMG financial consultants and networking with centers of influence. The Relationship Manager serves as the primary point of contact for clients, understanding their financial objectives and delivering comprehensive tailored solutions to meet all of their financial objectives.Key Responsibilities:<ul><li>Develop and nurture relationships with high-net-worth clients, understanding their financial goals, risk tolerance, and investment preferences.</li><li>Provide personalized financial solutions and recommendations based on thorough analysis of clients' financial situations. </li><li>Collaborate with our IMG team of internal advisors on financial and retirement planning, investment management, personal insurance, trust and estate services, special needs services and premier banking strategies and solutions. </li><li>Act as a trusted advisor to clients, delivering exceptional service and ensuring their investment objectives are aligned with their long-term financial goals.</li><li>Proactively identify opportunities to grow client relationships, increase assets under management, and generate new business through referrals and networking.</li><li>Stay informed about industry trends, regulatory changes, and market developments, and communicate relevant information to clients.</li><li>Responsible for the day to day administration of accounts consisting of investment management portfolios, revocable and irrevocable trusts, and estates.  </li><li>Maintain accurate records of client interactions, investment decisions, retirement planning goals, ensuring compliance with regulatory requirements and internal policies.  </li></ul>Required Skills and Experience:<ul><li>A Bachelor of Arts or Science is required. Master’s degree is appreciated.</li><li>A minimum of 5-10 years’ experience in the financial services industry or related field with knowledge of trust administration, portfolio management, financial planning, and estate settlement.</li><li>Proven track record of building and managing client relationships.</li><li>Commitment to serving as a fiduciary in the wealth management arena.</li><li>Strong understanding of financial markets, investment products, and wealth management principles, with the ability to communicate complex financial concepts to clients in a clear and concise manner.</li><li>Excellent interpersonal and communication skills, with the ability to establish rapport with clients, understand their needs, and provide tailored investment advice and solutions.</li><li>Demonstrated ability to work effectively in a fast-paced, dynamic environment, with a focus on delivering exceptional client service and driving business results.</li><li>Trust certifications, attendance at Trust Schools, law degrees and CFP® designation preferred.  </li></ul>Our goal is to offer our colleagues the most generous benefits package possible. We strive to provide colleagues with a comprehensive benefits package and an environment that supports a healthy work-life balance. Benefits include: Competitive compensation with performance incentive awards, Health Insurance, Dental Insurance, a 401K and DC Plan for your retirement, LTD & Life Insurance, Day Care Reimbursement, Tuition Assistance for graduate and undergraduate programs, an award winning Wellness program and much more!At Rockland Trust you'll find a respectful and inclusive environment where everyone is given the chance to succeed. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, national origin, disability status, protected veteran status, or any other characteristic protected by law.Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions<img alt=" " height="1" src="https://ars2.equest.com/?response_id=327747d22a93c538f78116a2f0a394dd&view" width="1"/>

Rockland Trust

Relationship Manager - Investment Management Group

Administrative Management

Asset Management

Banking Services

Certified Financial Planner (CFP)

Communication Skills

Customer Relations

Customer Relationship Management (CRM)

Customer Support/Service

Fiduciary

Financial Analysis

Financial Planning

Financial Risk

Financial Services

High Net Worth

Industry/Trade Analysis

Insurance

Interpersonal Skills

Investment Management

Investment Services

Maintain Compliance

Needs Assessment

Problem Solving Skills

Product Management

Record Keeping

Regulations

Regulatory Compliance

Regulatory Requirements

Relationship Management

Retirement Planning

School Attendance

Service Delivery

Special Needs

Stock Market

Trust Law

Wealth Management

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UNKNOWN

ADAPTED_NOW

Responsible for optimization and streamlining the organization's Quote 2 Cash workstream, focusing on analyzing existing process, identifying areas for improvement, and implementing effective changes, by working with Business Partners, Users and Technical Development Teams. + Be the single point of contact for the workstream, providing end 2 end support to workstream users across all supporting tools in the workstream.

YEAR

Business Sys Analyst Sr - req1597 OVERVIEW Responsible for optimization and streamlining the organization's Quote 2 Cash workstream, focusing on analyzing existing process, identifying areas for improvement, and implementing effective changes, by working with Business Partners, Users and Technical Development Teams. RESPONSIBILITIES + Accountability + Acquire expertise necessary knowledge of people, process, and technology to be able to support assigned workstream. + Develop and implement workstream roadmap aligned with the organization's overall objectives, in conjunction with business partners. + Be the single point of contact for the workstream, providing end 2 end support to workstream users across all supporting tools in the workstream. + Process Management + Collaborate with cross-functional teams in the workstream to understand current business processes and relevant supporting tools & technologies. + Develop and maintain accurate and up-to-date process documentation, including flowcharts, process narratives, and user guides. + Contribute to the development of key performance indicators (KPIs) to measure process effectiveness and track progress towards improvement goals. Develop optimum solutions based on extensive application functional knowledge and business knowledge, to fulfill user needs. Support authoring of requirements definition documents, technical design documents, and user acceptance testing documents. + Collaboration & Support + Responsible for troubleshooting production issues and working with the users and technical team to resolve in a timely manner. + Collaborate with other workstreams, IT teams and departments to ensure alignment between business processes and technology solutions. + Work closely with Technical Delivery teams to ensure timely delivery of workstreams solution across all application platforms. + Senior Role + Acquire & maintain sufficient knowledge about all workstreams to be able to provide support during coverage gap. + Maintain workstream roadmap in conjunction with Mid Term business plans and advise on investment decisions to mature assigned workstream. + Lead meetings to discuss dependencies and impact of changes across all workstream. QUALIFICATIONS + Deep expertise in Quote-to-Cash (Q2C) processes, including quoting, pricing, order management, billing, and revenue recognition. + Hands-on experience with Salesforce CRM , including: + Territory Management for sales alignment and coverage. + Account Sharing Models for visibility and collaboration. + Opportunity Management for pipeline tracking and forecasting. + Deal Approval Workflows for discounting and compliance. + Salesforce CPQ (Configure-Price-Quote) for complex pricing and quoting. + Strong ERP experience required, withOracle E-Business Suite R12or Oracle Cloud ERP for order management, invoicing, and financials. + Order-to-Cash and Revenue Management modules for accurate billing and compliance. + Integration between CRM and ERP systems, including middleware or API-based solutions. + Ability to design, configure, and optimize end-to-end Q2C workflows across integrated platforms. + Familiarity with revenue recognition standards (ASC 606) and compliance considerations. + Skilled in data analysis, reporting, and troubleshooting across CRM and ERP systems. + Preference for exposure to Install Base functionality for managing assets and service entitlements. + Preferred: Experience with subscription billing models, SaaS revenue processes, and advanced pricing strategies. + Excellent communication skills and the ability to develop and maintain effective internal and external working relationships. + Very strong understanding of business processes and best practices within a business area (such as finance/accounting, sales/marketing, services, inventory, etc.). + Deep understanding of application structures, functions, and processes. + Demonstrated ability to lead complex business process reengineering efforts. + Demonstrated ability to influence and guide others to use best business practice solutions within the constraints of the applications capability. + Demonstrated ability to develop high quality analytical deliverables including, functional, requirements, UAT scripts, technical requirements, and report definitions. + Understanding of IT & Organizational change management principles to help manage the impact of changes within the workstream. + 8 years minimum with relevant business analysis experience required. + Experience implementing enterprise-wide solutions. + Pay Information: Min. Salary of $110,700 to Max. Salary $178,200 (annual equivalency); DOE #LI-RS1 #LI-Remote _About us!_ _Canon Medical Systems USA, Inc., a world leader in diagnostic imaging, is in search of qualified candidates to fill our open positions. Canon Medical Systems offers a competitive salary and benefits package, we support a diverse workplace and are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, sex, color, sexual orientation, gender identity, religion, national origin, protected veteran status, or on the basis of disability. We invite you to join and become part of our Canon family._

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Investment Jobs in Acushnet, MA

Relationship Manager - Investment Management Group Rockland Trust

Business Sys Analyst Sr Canon USA & Affiliates

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