- Bank of America (Charlotte, NC)
- …a risk-based coverage plan to monitor theAsset Based Finance and Dealer Financial Services portfolios.Key responsibilities include serving as a subject matter ... + Serves as a subject matter expert for the Asset Based Finance and Dealer Financial Services portfolios of loans, oversees the execution of Credit Review's coverage… more
- Hyster-Yale Materials Handling (Greenville, NC)
- …the parts and service business as executed via the HYMH authorized dealer network, third-party independent service providers, and second-hand lift truck owners who ... digital. + The position will provide analysis/coordination functions of end-user, dealer , and internally (engineering, training, marketing) focused to ensure the… more
- Kestra Financial (Raleigh, NC)
- …keeping adheres to compliance standards + Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance + Process, ... in the financial services industry allowing for a good understanding of broker/ dealer operations and financial services products, including but not limited to:… more
- Lincoln Financial (Raleigh, NC)
- …to help put their goals in reach. Lincoln Financial Distributors, a broker- dealer , is the wholesale distribution organization of Lincoln Financial. Lincoln Financial ... is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors,… more
- Lincoln Financial (Raleigh, NC)
- …to help put their goals in reach. Lincoln Financial Distributors, a broker- dealer , is the wholesale distribution organization of Lincoln Financial. Lincoln Financial ... is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors,… more
- Caterpillar, Inc. (Clayton, NC)
- …future. Our innovative products and services, backed by our global dealer network, provide exceptional value that helps customers succeed. **Final Details:** ... Please frequently check the email associated with your application, including the junk/spam folder, as this is the primary correspondence method. If you wish to know the status of your application - please use the candidate log-in on our career website as it… more
- Wells Fargo (Charlotte, NC)
- …or supporting independent financial advisors, RIAs, or within an independent broker- dealer environment + Deep understanding of the independent advisor business ... model, including operational flexibility, compliance nuances, and client service dynamics + Proven ability to navigate complex organizational structures and influence without direct authority + Familiarity with wealth management platforms, advisor technology… more
- Bank of America (Charlotte, NC)
- …Reporting Services Team within Business Controls is responsible for Broker Dealer Separation Oversight, Identify & Access Management Governance, Global Records ... Management, Medallion Stamps, Exposure Reporting, General Ledger Account Maintenance, and Annual Audit Support for Private Bank depository locations. Provides technical and analytical support in a GWIM operations function for one or more product areas such as… more
- Actalent (Greensboro, NC)
- …or project management experience. + Experience in dealership operations or direct dealer interface. + Judgment abilities for prioritizing issues to add value for ... both customer and brand. + Ability to quickly gain credibility and establish positive relationships/networks. + Experience in predictive analytics and data mining. + Strong customer focus, both internal and external. Additional Skills & Qualifications + Global… more
- Lincoln Financial (Raleigh, NC)
- …to help put their goals in reach. Lincoln Financial Distributors, a broker- dealer , is the wholesale distribution organization of Lincoln Financial. Lincoln Financial ... is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors,… more