Investment Manager Salary in Dayton, OH

DIRECTOR, PROGRAM MANAGEMENT POSITION SUMMARY/OBJECTIVE  The Director of Product Management & Innovation is responsible for the delivery, implementation, configuration, user adoption, and maintenance of the organizations enterprise and web applications, including Customer Relationship/Service Management, Enterprise Resource Planning (ERP), Human Resources HRIS/HCM, Knowledge Management (KM), company intranet, and public-facing websites and apps. This role utilizes a comprehensive and deep background in project management, property management, accounting/finance, real estate acquisition, and IT operations to deliver solutions that align with the business goals.  This position manages a team of project managers, learning development specialists, and marketing content specialists who are responsible for ensuring the company realizes the maximum business value from its investments in IT applications. This position works closely with the CTO and business team leaders to select, implement, and support technical solutions to business operational processes.  It is incumbent on this individual to stay abreast of changing technologies, project management strategies, and IT-related business opportunities to support the CTO and serve as a pathfinder to the IT team and the company leadership. This position will be based out of our corporate headquarters in Dayton, OH with strong consideration given to remote candidates in major hub cities including Columbus, Cincinnati, Dallas, Phoenix, and other markets where we have business operations. ESSENTIAL DUTIES AND RESPONSIBILTIES Develop and implement an overarching project management framework that ensures solutions are delivered in a timely fashion while maintaining the right balance between quality assurance and performance Utilize a deep understanding of business needs, processes and risk posture, which realizes the IT strategy within existing resource constraints, leveraging commercial and internally developed software solutions, data structures, and infrastructure to create an information technology environment that furthers enterprise goals and objectives Work closely with business leads to understand their business objectives and processes, providing guidance in leveraging applications to increase mission impact, effectiveness, and efficiency Working closely with key stakeholders to identify viable options for meeting business needs and opportunities to further realize the organizations Information Technology and Business strategy Work closely with senior leadership, the IT team and other stakeholders to implement, configure, integrate, design, build, deploy applications Ensure appropriate confidentiality, data integrity, availability, authentication, and access control methods are in place Act as an advocate for security and performance while maintain compliance with standards Enthusiastically builds synergy and focus for all IT staff members across applications, databases, security, infrastructure, and server maintenance responsibilities Ensures effective issue tracking, handling and documentation processes are well implemented and executed Work within IT, cross-functionally and with vendors, to successfully identify, prioritize, and resolve issues MINIMUM QUALIFICATIONS (KNOWLEDGE, SKILLS AND ABILITIES) Excellent working knowledge of package enterprise-class CRM, ERP, and Collaboration solutions including Yardi, SalesForce, and Web Applications Possesses high level understanding in the areas of business process management and project management methodologies Experience in a management role that supervisory experience of project managers and content development specialists Ability to understand internal and external customer needs, to establish and maintain a high level of customer trust with all staff and confidence in the team’s knowledge of and concern for business requirements and user experience Ability to analyze and rapidly assimilate constantly evolving technologies and apply them as potential solutions to business opportunities and needs A passion for providing outstanding User Experiences and Customer Service for internal and external customers Ability to navigate amongst competing priorities in a fast paced dynamic and growing business environment with focus on delivery usable solutions 10+ years’ experience working with enterprise level business applications including Yardi and/or other property management ERP systems 6+ years’ experience with SalesForce; Service Cloud Preferred 5+ years’ experience managing a team consisting of analysts, project managers, content designers, QA/testers, and administrators Demonstrated ability in people management, strategic planning, risk management, change management, and project management Experience with scrum and other agile development methods is a must A track record as a coach, mentor, and developer of talent Excellent judgment, analytical thinking, and problem-solving skills Natural improver, always striving to improve processes, technology, and systems Strong cross-functional collaboration skills, relationship building skills, and ability to achieve results Possesses excellent verbal and written communication skills and the ability to interact professionally with a diverse group of developers, business owners, and subject matter experts Strong sense of personal responsibility and accountability for delivering high quality work aligned with organizational mission and strategy, both personally and at a team level Experience in Property Management, Real Estate and Construction businesses is required Bachelor’s degree or equivalent experience, Master’s degree desirable Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. SUPERVISORY RESPONSIBILITY Yes. TRAVEL Up to 25%. OTHER DUTIES Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. We recognize that people come with a wealth of experience and talent beyond just the technical requirements of the job. If your experience is close to what you see listed here, please still consider applying. Diversity of experience and skills combined with passion is a key to innovation and excellence; therefore, we encourage people from all backgrounds to apply to our positions. Please let us know if you require accommodations during the interview process. We are an equal opportunity employer. Qualified applicants shall be considered for all positions without regard to race, color, sex, religion, national origin, age, disability, veteran status, or any other status protected by federal, state or local law. We are also a Drug Free Work Place. Qualified applicants will also be required to pass a drug screening before receiving an offer or beginning employment. Refusal to submit to testing will result in disqualification of further employment consideration. Information Technology

CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for members of Rave Financial in the Dayton, TX area.Rave Financial was chartered July 30, 1935, as Magnolia Employees Beaumont Texas Federal Credit Union. It was one of the first federal credit unions in Jefferson County. By year-end 1935, the new credit union had 700 members, assets of $10,000 and the potential for over 5,000 members from its sponsor group, Magnolia Beaumont Refinery.In 1959, the credit union changed its name to Mobiloil Federal Credit Union and again to Rave Financial in 2023. Rave Financial is now a community charter and currently has more than 75,000 members and assets exceeding $1 Billion.As a Financial Advisor your responsibilities include, but are not limited to, the following:Identifies and evaluates customer needs for financial services, assess the objectives and goals of the individual, then develops an investment strategy to implement.Stays current and analyzes market conditions and otherwise educating and updating themselves about financial and investment vehicles in the market and the tax and securities consequences to clients with particular investments. Attends training and/or completing required continuing education and keeps current on investment products and services offered. Meets regularly with Program Manager and trains, if necessary, with Program Manager.Drives investment and program integration initiatives with credit union and/or assigned bank program (includes branch personnel training). Provides regular feedback to the branch employees, identified credit union executives and sales manager regarding sales practices, and business development initiatives. Work with Financial Center Managers to identify and leverage cross-sell opportunities.Services and performs periodic reviews of existing client accounts and meets with clients periodically to review and update client needs ensuring investment objectives, and goals are progressing according to plan. Meetings to take place either monthly, quarterly and/or yearly depending on client needs established by Representative.Remains visible to the appropriate segments of the public to meet and to retain potential new clients for CFS, including conducting client workshops/seminars on various topics (i.e., Social Security, Education planning, Retirement planning, etc.)Required Qualifications:Active Series 7, 63/65 (or 66) licenses along with Life, Accident & Health licenses Clean U-4 and BackgroundTwo or more years of sales experience in the financial services industry, preferably in a bank or credit unionExcellent communications skills, both verbal and written, necessary to provide exceptional service to all members/clients and enthusiastically promote the investment program to internal partners and an external network you developCommitment to supporting, and contributing to, a team-oriented cultureDesired QualificationsUndergraduate Degree in Business, Finance, or related field Certified Financial Planner (CFP) designationExperience delivering high quality service in all interactions with clients, prospective clients, and staff within a financial institution environmentAn advanced level of performance and work ethic requiring minimum supervisionEOERepresentatives are employed and registered through CFS (Member /). To learn more about CUSO Financial Services, LP visit .CFS (Member