- Lincoln Financial (Albany, NY)
- …effective presentations that convey a strong narrative. + Strong interpersonal and relationship management skills. Ability to adapt quickly in a fast paced and ... to help put their goals in reach. Lincoln Financial Distributors, a broker- dealer , is the wholesale distribution organization of Lincoln Financial. Lincoln Financial… more
- Lincoln Financial (Albany, NY)
- …a time-sensitive environment, under pressure and meeting deadlines. + Solid relationship management skills with internal clients (eg management, peers and ... to help put their goals in reach. Lincoln Financial Distributors, a broker- dealer , is the wholesale distribution organization of Lincoln Financial. Lincoln Financial… more
- Monroe Tractor (Canandaigua, NY)
- …Tractor is a well-known and respected construction equipment and agricultural equipment dealer with over 70 years of experience servicing the northeastern US. With ... in accordance with company standards. + Actively use and update the Client Relationship Management System (CRM). We are an equal opportunity employer and prohibit… more
- TIAA (New York, NY)
- …well as product development and management. + Experience in wealth and broker/ dealer risk management. + Experience working closely with legal, compliance and ... Conflict Management, Consultative Communication, Critical Thinking, Influence, Market/Industry Dynamics, Relationship Management, Risk Analysis/Analytics, Risk Monitoring **Anticipated Posting End… more
- City National Bank (New York, NY)
- …prudent risk management, regulatory oversight, business development, and client relationship management. The position requires a deep understanding of fiduciary ... to Investment Management and Fiduciary activities * Investment management experience (Broker/ Dealer (FINRA) and RIA (SEC) required * Strong interpersonal, verbal and… more
- Lincoln Financial (Albany, NY)
- …year and provides recommended changes where appropriate. *Maintains a strong relationship with key business partners throughout the organization and leverages those ... to help put their goals in reach. Lincoln Financial Distributors, a broker- dealer , is the wholesale distribution organization of Lincoln Financial. Lincoln Financial… more
- TD Bank (New York, NY)
- …+ Strong project management skills + Strong leadership, interpersonal and relationship -building skills are required + Excellent analytical skills + Excellent ... FINRA Series 7 & 24 licenses required + Deep knowledge of US Broker Dealer regulation; more specifically FINRA and MSRB rules & regulations, industry best practices… more
- BP Americas, Inc. (New York, NY)
- …close proximity.** The Business Development Lead act as the direct liaison between our dealer and CM operated sites and BP, and handles areas including marketing and ... Negotiation planning and preparation, Offer and product knowledge, Partner relationship management, Sector, market, customer and competitor understanding **Legal… more
- Lincoln Financial (Albany, NY)
- …communicator with excellent written and verbal communication skills *Demonstrated relationship management skills with internal clients; proven ability to develop ... to help put their goals in reach. Lincoln Financial Distributors, a broker- dealer , is the wholesale distribution organization of Lincoln Financial. Lincoln Financial… more
- OTC Markets Group Inc (New York, NY)
- …of 5-7 years in a sales role with at least 5 years in Relationship Management + Experience of financial markets and cross-border Investor Relations is a highly ... regulated ATS, operated by OTC Link LLC, a FINRA and SEC registered broker- dealer , member SIPC. Applicants have rights under the federal law: Equal Employment… more