Business Systems and Integration Manager - EisnerAmper
Philadelphia, PA 19019
About the Job
Job DescriptionAt EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact
Whether you’re starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind
You can design a career you’ll love from top to bottom – we give you the tools you need to succeed and the autonomy to reach your goalsProsperity- An EisnerAmper Company is seeking a Business Systems and Integration Manager who will be the strategic leader responsible for designing, implementing, and optimizing a scalable operating framework to support the firm's rapid growth through M&A activity and organic expansion
In this role you will be a change agent, blending expertise in team collaboration, process optimization, and technology implementation to create a cohesive system that enables Prosperity’s financial services division to deliver exceptional client service while maintaining efficiency and profitability.What it Means to Work for Prosperity: You will have the flexibility to manage your days in support of our commitment to work/life balance You will join a culture that has received multiple top “Places to Work” awards We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions We understand that embracing our differences is what unites us as a team and strengthens our foundation Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work Numerous Employee Resource Groups (ERGs) to support our Diversity, Equity, & Inclusion (DE&I) efforts What Work You Will Be Responsible For:Analyze current operational processes, identifying bottlenecks, redundancies, and opportunities for improvement.Develop a comprehensive operating framework that aligns with the firm's strategic goals, encompassing people, processes, and technology.Ensure the framework is designed for scalability, accommodating future growth and integration of new business units.Interface and collaborate with the operations team, investment team, finance team, and firm leadership.Connect all areas of the business into an effective system that leverages technology in an efficient and meaningful way.Develop and implement dashboards that provide transparency and tracking for all areas of the business.Evaluate and recommend technology solutions that support the operating framework and enhance productivity.Lead the implementation of new technologies, ensuring seamless integration with existing systems.Manage relationships with technology vendors, ensuring optimal performance and support.Play a key role in M&A activity, leading the integration of acquired businesses into the operating framework.Ensure smooth transition of processes, systems, and personnel.Create measurement and monitoring of key performance indicators (KPIs).Track performance against targets, identifying areas for improvement.Report regularly to senior management on operational performanceBasic Qualifications:Bachelor's degree in Business Administration, Finance, or a related field.10+ years of progressive experience in systems integration within the financial services industry, with at least 5 years in a senior leadership role.5+ years of experience with using the following systems Redtail or (Salesforce or Wealthbox) and Orion or (BlackDiamond
Tamarac, Envestnet, Addepar) and Docusign, Morning Star and SharefilePreferred/ Desired Skills:Familiarity with Custodians such as Schwab and PershingFamiliarity with Planning systems such as eMoney and MoneyGuide Pro or something similarProven track record of designing and implementing scalable operating frameworks and leading successful integrations.Exceptional leadership and change management skills.Strong strategic thinking and decision-making abilities.Excellent analytical and problem-solving skills.Expertise in process improvement methodologies (e.g., Lean Six Sigma).Strong project management skills.Excellent communication and interpersonal skills.Ability to collaborate effectively with stakeholders at all levels.Strong understanding of financial services technology and regulatory requirements.About Prosperity:Prosperity is a leading wealth management company dedicated to providing objective financial planning services and investment advice to businesses, individuals, families, and institutions
Our firm adheres to a comprehensive approach helping clients address key areas of planning that are critical to financial success: Investment, Retirement, Estate, Tax, Business, and Insurance.About EisnerAmper:EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world
We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow.Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries
We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients.Should you need any accommodations to complete this application please email:
Whether you’re starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind
You can design a career you’ll love from top to bottom – we give you the tools you need to succeed and the autonomy to reach your goalsProsperity- An EisnerAmper Company is seeking a Business Systems and Integration Manager who will be the strategic leader responsible for designing, implementing, and optimizing a scalable operating framework to support the firm's rapid growth through M&A activity and organic expansion
In this role you will be a change agent, blending expertise in team collaboration, process optimization, and technology implementation to create a cohesive system that enables Prosperity’s financial services division to deliver exceptional client service while maintaining efficiency and profitability.What it Means to Work for Prosperity: You will have the flexibility to manage your days in support of our commitment to work/life balance You will join a culture that has received multiple top “Places to Work” awards We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions We understand that embracing our differences is what unites us as a team and strengthens our foundation Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work Numerous Employee Resource Groups (ERGs) to support our Diversity, Equity, & Inclusion (DE&I) efforts What Work You Will Be Responsible For:Analyze current operational processes, identifying bottlenecks, redundancies, and opportunities for improvement.Develop a comprehensive operating framework that aligns with the firm's strategic goals, encompassing people, processes, and technology.Ensure the framework is designed for scalability, accommodating future growth and integration of new business units.Interface and collaborate with the operations team, investment team, finance team, and firm leadership.Connect all areas of the business into an effective system that leverages technology in an efficient and meaningful way.Develop and implement dashboards that provide transparency and tracking for all areas of the business.Evaluate and recommend technology solutions that support the operating framework and enhance productivity.Lead the implementation of new technologies, ensuring seamless integration with existing systems.Manage relationships with technology vendors, ensuring optimal performance and support.Play a key role in M&A activity, leading the integration of acquired businesses into the operating framework.Ensure smooth transition of processes, systems, and personnel.Create measurement and monitoring of key performance indicators (KPIs).Track performance against targets, identifying areas for improvement.Report regularly to senior management on operational performanceBasic Qualifications:Bachelor's degree in Business Administration, Finance, or a related field.10+ years of progressive experience in systems integration within the financial services industry, with at least 5 years in a senior leadership role.5+ years of experience with using the following systems Redtail or (Salesforce or Wealthbox) and Orion or (BlackDiamond
Tamarac, Envestnet, Addepar) and Docusign, Morning Star and SharefilePreferred/ Desired Skills:Familiarity with Custodians such as Schwab and PershingFamiliarity with Planning systems such as eMoney and MoneyGuide Pro or something similarProven track record of designing and implementing scalable operating frameworks and leading successful integrations.Exceptional leadership and change management skills.Strong strategic thinking and decision-making abilities.Excellent analytical and problem-solving skills.Expertise in process improvement methodologies (e.g., Lean Six Sigma).Strong project management skills.Excellent communication and interpersonal skills.Ability to collaborate effectively with stakeholders at all levels.Strong understanding of financial services technology and regulatory requirements.About Prosperity:Prosperity is a leading wealth management company dedicated to providing objective financial planning services and investment advice to businesses, individuals, families, and institutions
Our firm adheres to a comprehensive approach helping clients address key areas of planning that are critical to financial success: Investment, Retirement, Estate, Tax, Business, and Insurance.About EisnerAmper:EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world
We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow.Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries
We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients.Should you need any accommodations to complete this application please email:
talentacquisition@eisneramper.com
.#LI-JR1Preferred Location:MinneapolisSummaryLocation: Minneapolis; Iselin; Raleigh; Owings Mills; PhiladelphiaType: Full time
Source : EisnerAmper