- TD Bank (Charlotte, NC)
- …FINRA required FINOP responsibilities, Marketing Principal duties, Strategy, middle-office Sales /Service Support, and Data & Analytics responsibilities. This role ... identifies TDPCW and/or TDWMSI + Leads Wealth Service & Sales Support team to drive operational excellence and Legendary...**OCC:** + This position is with a FINRA member, broker and/or dealer and is subject to the requirements… more
- Equitable (Charlotte, NC)
- …retirement related markets. + Possessing a general understanding of overall Broker /Dealer investment and insurance products. + Performing due diligence reviews of ... the role. + Supporting relationships with our sponsor partners, including sales tracking, reporting and marketing functions. + Managing relationships with multiple… more
- TD Bank (Charlotte, NC)
- …operations including product life cycle, quality, technical support, marketing programs and sales support + Oversees the creation of product roadmaps to illustrate ... and government controls with respect to their effect on sales of existing or proposed products and services +...**OCC:** + This position is with a FINRA member, broker and/or dealer and is subject to the requirements… more
- Deloitte (Charlotte, NC)
- …projects in a fast-paced, team environment + Lead and assist Customer and Sales Operations pursuits and practice development initiatives + Promote and participate in ... attorney + Enrolled Agent + Certifications: + US Customhouse Broker 's License + CUSECO (Certified US Export Control Officer)...SAP focus (any of the following): S/4 or ECC Sales and Distribution, Order to Cash, Procure to Pay,… more
- Wells Fargo (Charlotte, NC)
- …industry experience + Experience in branch office supervision, compliance, broker -dealer governance, sales supervision + Experience supporting independent ... supervision policies, practices, hiring, disciplinary actions and training. + Monitor sales review activities and conduct supervisory outreach calls to clients, and… more
- Lincoln Financial (Greensboro, NC)
- …with case positioning & proposals, and supports the preparation for finalist sales presentations. * Leverage and apply foundational knowledge of API integrations and ... business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package. **About The Company** Lincoln… more
- Highmark Health (Raleigh, NC)
- …and transparency of Quote to ID card status to customers, including Groups, Sales and Support teams within the company. Responsible for resource planning, budget ... representatives concerning overdue payments, Resolution of inquiries related to broker commissions or TPA's, Creation of monthly reports detailing problematic… more
- Lincoln Financial (Charlotte, NC)
- …Lincoln Financial Group's individual life and annuity products and services - marketing, sales and distribution to new and existing clients - the legal and ... business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package. **About The Company** Lincoln… more
- Lincoln Financial (Charlotte, NC)
- …with our products managed by partner relationships * Assist with the sales and educational process by providing product knowledge and expertise. (eg maintaining ... business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package. **About The Company** Lincoln… more
- Lincoln Financial (Charlotte, NC)
- …with key stakeholders on strategies to meet or exceed profitability or sales objectives. *Present results to team members, key business partners, and management. ... business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package. **About The Company** Lincoln… more