Guggenheim Securities · 1 day ago
Business Relationship Manager (CRM) - VP
New York, NY
Full-time
Remote
Mid, Senior Level
$150K/yr - $175K/yr
5+ years exp
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Responsibilities
Serve as the primary point of contact between business units and IT.
Develop and maintain strong relationships with business stakeholders.
Understand the business model and the specific needs of assigned functional areas.
Assist business units in developing business cases that demonstrate the value of their needs, aligning with organizational goals.
Manage and configure core CRM systems such as Salesforce and Deal Cloud.
Oversee the entire product lifecycle from ideation to launch and beyond.
Define product vision and strategy, ensuring alignment with business objectives.
Lead cross-functional teams to deliver CRM solutions that enhance business processes and customer engagement.
Coordinate work across multiple disciplines or organizations.
Manage multiple tasks, projects, and priorities in a fast-paced and dynamic environment.
Ensure projects are delivered on time, within scope, and within budget.
Qualification
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Required
Bachelor’s degree in finance, Business Administration, Information Technology, or a related field.
5+ years of experience in a customer facing role in the investment banking industry.
Preferred
Proven experience in business relationship management, particularly in investment banking.
Strong experience with CRM systems, specifically Salesforce and Deal Cloud.
Excellent interpersonal and communication skills, with the ability to present to clients and foster trusting relationships.
Strong analytical skills combined with project management experience.
Demonstrated leadership skills to bring different people or groups together to solve client challenges.
Experience in the financial services industry, with a focus on investment banking.
Experience coordinating work across multiple disciplines or organizations.
Ability to handle multiple tasks, projects, and priorities in a fast-paced and dynamic environment.
Company
Guggenheim Securities
Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners. It is a sub-organization of Guggenheim Partners.
501-1,000 employees
Funding
Current Stage
Late StageRecent News
GlobeNewswire News Room
2024-11-19
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