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About the Role: Synergy Wealth Solutions is seeking a highly organized, detail-oriented Insurance and Investment Implementation Specialist to support the operational execution of client financial strategies in our Columbia, Missouri office. Rather than serving strictly in an assistant capacity, this position plays a central role in coordinating operations, managing implementation tasks, and helping keep the business running efficiently.

<h3>About the Role:</h3><a href="https://www.synergywealthsolutions.com?utm_source=chatgpt.com" rel="nofollow">Synergy Wealth Solutions</a> is seeking a highly organized, detail-oriented Insurance and Investment Implementation Specialist to support the operational execution of client financial strategies in our Columbia, Missouri office.This role is ideal for someone who thrives in a fast-paced professional environment, enjoys managing workflows and processes, and takes pride in ensuring a seamless client and advisor experience. Rather than serving strictly in an assistant capacity, this position plays a central role in coordinating operations, managing implementation tasks, and helping keep the business running efficiently.The right candidate is proactive, dependable, and able to manage multiple priorities while maintaining a high level of accuracy and professionalism.<h3>What You'll Do:</h3><ul><li>Manage the implementation process for insurance and investment business from submission through completion </li><li>Coordinate with advisors, clients, carriers, custodians, and internal teams to keep cases and account workflows moving forward </li><li>Monitor outstanding requirements, follow up on pending items, and proactively resolve operational issues </li><li>Prepare and review client paperwork, account forms, reports, and other documentation for accuracy and completeness </li><li>Maintain organized and compliant client records and internal tracking systems </li><li>Serve as a professional point of contact for clients regarding operational and service-related requests </li><li>Assist with scheduling, workflow coordination, and operational support for advisors and leadership </li><li>Help improve internal processes and contribute to operational efficiency across the office </li><li>Handle confidential financial and client information with discretion and professionalism </li></ul><h3>What We're Looking For</h3><h3>Required</h3><ul><li>Prior experience in operations, administrative coordination, client service, or office management </li><li>Strong organizational and time management skills </li><li>Excellent written and verbal communication abilities </li><li>Ability to manage multiple priorities and deadlines with strong attention to detail </li><li>Professional, dependable, and solution-oriented mindset </li></ul><h3> </h3><h3>Preferred (but not required)</h3><ul><li>Experience in financial services, insurance, banking, or a professional services environment </li><li>Familiarity with insurance or investment account processing workflows </li><li>Life and Health insurance license (or willingness to obtain) </li></ul><h3>Why You'll Like Working Here:</h3><ul><li>Competitive pay: $48,000–$70,000 per year </li><li>Stable, in-office role with a consistent schedule </li><li>Opportunity to play a key operational role within a growing firm </li><li>Collaborative, professional team environment </li><li>Meaningful responsibilities with opportunities for growth and development </li><li>Work directly with experienced financial professionals serving clients at a high level</li></ul><h3> </h3>

Synergy Wealth Solutions

Insurance and Investment Implementation Specialist

Administrative Skills

Banking Services

Communication Skills

Customer Relations

Customer Support/Service

Detail Oriented

Documentation

Financial Operations

Financial Services

Financial Strategy

Health Insurance

Insurance

Leadership

Life Insurance

Multitasking

Office Management

Operational Strategy

Operational Support

Organizational Skills

Presentation/Verbal Skills

Problem Solving Skills

Process Improvement

Process Management

Professional Services

Team Player

Time Management

Writing Skills

JobScore

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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.

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 Columbia, MO

Insurance and Investment Implementation Specialist Synergy Wealth Solutions

Business Sys Analyst Sr Canon USA & Affiliates

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