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CRM Systems Finance Jobs

3 jobs found

6mo ago

Mergers and Acquisitions Integration Manager

Goodwin Recruiting Lockport, IL

Lockport, IL

6mo ago Closed

Full time Manager Acquisitions Acumatica

This position is no longer accepting applications (closed Apr 18, 2026).

Job Description

Role Overview

We are seeking a seasoned M&A Integration Manager to steer pre- and post-close integrations within a private equity–backed commercial landscape portfolio. This position directly contributes to value creation by accelerating integration, capturing synergies, and positioning portfolio companies for scalable growth and exit readiness.

Location: Lockport, IL 60441

Key Responsibilities

Translate acquisition rationale into concrete integration roadmaps
Lead cross-functional integration efforts across finance, HR, IT, operations, and sales
Oversee integration timelines, KPIs, and synergy tracking
Support ERP, CRM, and reporting system integrations
Drive change management, communication, and cultural alignment
Provide clear, executive-level updates to leadership

Ideal Candidate

5–10 years in M&A integration, PE portfolio operations, consulting, or program management
Experience in PE-backed or highly acquisitive environments preferred
Strong financial acumen (EBITDA, synergies, KPI tracking)
Excellent project management and executive communication skills
Experience with ERP/CRM systems (UKG, Aspire, Acumatica, or similar)

Why Join

Direct impact on investment outcomes
High-visibility role with senior leadership exposure
Fast-paced, ownership-driven environment

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6mo ago

Personal Financial Planner

Falcon PG Escondido, CA

Escondido, CA

6mo ago Closed

$132k+/yr Full time Bachelor's Degree Client Relationship Management CRM Systems

This position is no longer accepting applications (closed Apr 18, 2026).

Job Description

Location

Escondido, CA

Compensation

Compensation: $132,000 in at-plan earnings.

Responsibilities

Identify and cultivate new client relationships, acting as a trusted financial advisor to prospective clients.
Help clients progress toward their financial goals through targeted product selections, planning, and investment recommendations.
Develop tailored financial plans by considering clients’ life stage, professional circumstances, and evolving financial needs.
Assess cash flow, income, financial status, goals, assets, and other wealth-related factors to assist clients in defining and achieving their objectives.
Be coachable and organized, embracing ongoing training and development opportunities to enhance professional capabilities.
Proactively expand market presence, build client trust, and position yourself as the preferred financial advisor for new clients.
Conduct in-depth evaluations of clients’ financial situations (including cash flow, wealth targets, and retirement planning) and tailor wealth-management solutions accordingly.

Qualifications

Current FINRA Series 7 and 63/66 credentials are a plus.
Strong communication and math skills with a demonstrated history of building robust client relationships.
Proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and related tools is highly preferred.
Foundational knowledge of financial concepts, products, and the role of a financial advisor is desirable.
Bachelor’s degree in business administration, finance, or a related field.

About the Company

At Falcon PG, we champion ventureship—driving positive change in communities and helping families establish lasting financial security. We empower individuals to thrive through life’s uncertainties, offering innovative financial products that enable confident tomorrow planning while navigating today’s challenges. Our dynamic, business‑driven platform provides world‑class training, cutting‑edge resources, and unmatched support to grow and scale your practice. You’ll have the freedom to shape your career, cultivate authentic client relationships, and deliver personalized financial solutions that make a real difference. We’re seeking motivated professionals with an entrepreneurial mindset who are ready to create their own success. If you’re a driven self‑starter with a passion for making an impact, we’d love to connect. Let’s build something exceptional—together.

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6mo ago

Financial Advisor

The Misch Group Dallas-Fort Worth, TX

Dallas-Fort Worth, TX

6mo ago Closed

Full time Advisor Book of Business Business Development

This position is no longer accepting applications (closed Apr 18, 2026).

Job Description

Role Overview

We are seeking a driven and seasoned Financial Advisor to join our team in the Dallas-Fort Worth, TX area. The successful candidate will deliver comprehensive financial planning and investment management services, build and maintain strong client relationships, and contribute to the firm’s growth. This role requires a proactive professional with a proven track record in the financial services industry.

Key Responsibilities

Develop and implement tailored financial plans that address investment, retirement, estate, and insurance needs.
Provide ongoing financial guidance and support, adjusting strategies as goals evolve.
Build and maintain strong client relationships, fostering trust and long-term partnerships.
Acquire and manage a book of business, expanding the firm’s client base.
Perform thorough financial analyses and market research to identify investment opportunities.
Ensure compliance with regulatory requirements and ethical standards.
Participate in business development activities, including networking and client acquisition.
Stay current on industry trends, regulations, and product offerings.

Skills, Knowledge and Expertise

Experience as a Financial Advisor.
Active Series 65 or 66 license required.
Active Health and Life Insurance licenses required.
Established book of business required.
Solid understanding of financial planning principles, investment strategies, and insurance products.
Excellent communication, interpersonal, and presentation skills.
Proven ability to build and maintain client relationships.
Self-motivated, results-oriented, and capable of working independently.
Bachelor’s degree in finance, economics, or a related field preferred.
Proficient with financial planning software and CRM systems.

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CRM Systems Finance Jobs

Mergers and Acquisitions Integration Manager

Personal Financial Planner

Financial Advisor

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