Annuity Sales Financial Advisor
United Placement Group
Specialized Finance Manager
TD
full-time
Posted on:
Location Type: Hybrid
Location: Portland • Maine, New Jersey, South Carolina • 🇺🇸 United States
Visit company websiteSalary
💰 $86,840 - $130,000 per year
Job Level
SeniorLead
About the role
- The Specialized Finance Manager provides seasoned specialized knowledge, advice and/or guidance to various stakeholders and team members in a specialized finance function or discipline.
- Highly seasoned expert professional role requiring substantial knowledge / expertise in a complex field and knowledge of broader related areas.
- Integrates knowledge of the enterprise sub-function’s or business line’s overarching strategy in developing solutions across multiple functions or operations.
- Accountable for own work and sometimes others; acts as an escalation point or knowledge resource for others in their own area.
- Interprets internal/external business challenges and the industry environment, recommends course of action and best practices to improve products, processes or services.
- Acts as a technical expert / lead integrating cross-function understanding within their own field of specialty; may manage team(s) of related specialists.
- Leads cross-functional teams or projects with significant resource requirements, risk and / or complexity.
- Independently manages end-to-end finance programs.
- Solves or may lead others to solve complex problems; leads efforts or partners with others to develop new solutions.
- Uses sophisticated analytical thought and technical knowledge to exercise judgement and identify solutions.
- Impacts the achievement of sub-function or business line objectives within the area they are accountable for.
- Communicates difficult concepts; converts information to compelling business context and advice; influences and gains alignment across increasingly senior stakeholders.
- Works autonomously as the lead and guides others within area of expertise.
Requirements
- Undergraduate degree and/or 7+ years of relevant experience preferred
- Accounting, financial or relevant professional designation preferred
Benefits
- health and well-being benefits
- savings and retirement programs
- paid time off (including Vacation PTO, Flex PTO, and Holiday PTO)
- banking benefits and discounts
- career development
- reward and recognition
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial analysisprogram managementproblem solvinganalytical thinkingcross-functional integrationsolution developmentrisk managementprocess improvementstakeholder managementtechnical expertise
Soft skills
communicationleadershipinfluenceautonomyguidancecollaborationstrategic thinkingadvisory skillsalignmentcomplexity management
Certifications
accounting designationfinancial designation
