- Cabela's (Garner, NC)
- …thereof) the Boat Manager in selling finance and insurance programs to increase dealer revenues. + Conducts or assists in customer closings and funding activities. + ... Coordinates all paperwork involved in the sale process, ie, create and finalize quotes in IDS, print all closing documents, enter customer deposits in IDS and maintain Sales, Finance and/or Commission logs. + Accounts for all monies received in the department… more
- Lincoln Financial (Greensboro, 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
- City National Bank (Raleigh, NC)
- …Retirement and Custody Services, Specialty Wealth Assets, Investment Advisory, Broker/ Dealer , Investment Banking activities for CNB's Capital Markets, Registered and ... Unregistered Fund Vehicles, Support Functions (Operations, Compliance, Risk)Thrives in a dynamic team-based environment, effectively manages ambiguity, works independently, exhibits innovative thinking with data analytics, robotic process automation and… more
- Lincoln Financial (Charlotte, 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 (Charlotte, 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 (Charlotte, 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
- Cognizant (Charlotte, NC)
- …a client-facing role and/or the financial services industry, preferably within a broker- dealer , RIA, investment or financial services firm . Experience with Agile ... frameworks such as SAFe, LeSS, or Kanban in enterprise environments . Excellent communication skills, both written and oral, with the ability to create and deliver executive-level presentations while serving as a recognized subject matter expert on the team… more
- TIAA (Charlotte, NC)
- …licensing in all 50 states. This role falls under the scope of the Broker- Dealer . All licenses must be obtained within 120 days from start date. **Key ... Responsibilities and Duties** + Take inbound calls from both internal partners and clients to help identify product and investment needs. + Determine where client has a need and create or manage associated opportunity to a won or lost sale. + Provide advice or… more
- City National Bank (Raleigh, NC)
- …Retirement and Custody Services, Specialty Wealth Assets, Investment Advisory, Broker/ Dealer , Investment Banking activities for CNB's Capital Markets, Registered and ... Unregistered Fund Vehicles, Support Functions (Operations, Compliance, Risk). Additionally, the position is responsible for maintaining and executing continuous monitoring program in accordance with audit methodology and taking into consideration industry… more