2 team manager jobs found

Position: Director of Finance Department: Finance FLSA: Exempt Position Reports to: Chief Financial Officer Location: Spartanburg Corporate Office OTO Development is pleased to announce a wonderful opportunity for a Director of Finance. Position Summary The Director of Finance will manage the organization's corporate finance and funding platforms, including a capital markets program as well as relationships and credit facilities with bank and other capital providers. The position will manage complex transactions and provide accurate and timely financial related analysis to management. This role partners with executive leadership to drive financial strategy, ensure fiscal discipline, and support data-driven decision-making that enables sustainable growth and operational excellence. Key Responsibilities Partner with executive leadership to develop and execute financial strategies aligned with business goals. Provide financial insights to...

What You'll Do: The New Business Consultant is instrumental to the success of regional sales offices by building partnerships with our financial professionals, accurately onboarding new client accounts, managing account openings and asset movement requests with broker-dealer, and serving as a point of contact between financial professionals, product partners, and custodians.   Here are a few examples of the kinds of things you’ll do: Provide training to financial professionals for new business protocols and technology fundamentals. Assist in the onboarding of new clients by accurately preparing and processing insurance, annuity, and investment account applications. Manage account openings and asset movement requests with broker dealer. Utilize industry technology, such as Salesforce CRM and proprietary product platforms to create, track, manage, and complete tasks related to new business operations. Implement and manage systems to track multiple time sensitive...