Wealth Management Firm Seeks. CRM Product Manager. Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management. Modera is a fast-growing firm and has a track record of providing career development opportunities from entry level to ownership. We are seeking individuals who embody Modera’s core valu...
Wealth Management Firm Seeks. CRM Product Manager. Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management. Modera is a fast-growing firm and has a track record of providing career development opportunities from entry level to ownership. We are seeking individuals who embody Modera’s core valu...
Wealth Management Firm Seeks. CRM Product Manager. Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management. Modera is a fast-growing firm and has a track record of providing career development opportunities from entry level to ownership. We are seeking individuals who embody Modera’s core valu...
Wealth Management Firm Seeks. CRM Product Manager. Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management. Modera is a fast-growing firm and has a track record of providing career development opportunities from entry level to ownership. We are seeking individuals who embody Modera’s core valu...
Wealth Management Firm Seeks. CRM Product Manager. Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management. Modera is a fast-growing firm and has a track record of providing career development opportunities from entry level to ownership. We are seeking individuals who embody Modera’s core valu...
Wealth Management Firm Seeks. CRM Product Manager. Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management. Modera is a fast-growing firm and has a track record of providing career development opportunities from entry level to ownership. We are seeking individuals who embody Modera’s core valu...
CRM Product Manager. As our CRM Product Manager, you will be at the forefront of driving our CRM Vision and Strategy, ensuring seamless alignment with our business objectives and reporting to the Head of Customer Interaction. Your primary mission will be to manage our CRM platform to enable the execution of business strategies, delivering top-tier capabilities through CRM. This involves overseeing the team backlog, crafting a comprehensive CRM ro...
