- S&P Global (NC)
- … sales collateral including one-sheets, pitch decks, and communication plans to enable sales teams and support dealer conversations. **Who you are:** + 2+ ... 09 We're looking for an experienced B2B Product Marketing Manager to join our growing Marketing & Enablement team...data, revealing key customer insights to accurately predict automotive sales . Through its proprietary automated sales and… more
- Wells Fargo (Asheville, NC)
- **About this role:** Wells Fargo is seeking a Branch Complex Senior Manager in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our ... business at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) . The Branch Complex Senior Manager role will lead branch(es) within a market of Wells… more
- Equitable (Charlotte, NC)
- Equitable Advisors, Senior Product Manager - Retirement Plans ( 250000FY ) **Primary Location** : UNITED STATES-NC-Charlotte **Other Locations** : UNITED ... solutions, insurance products and retirement plan business. Responsibilities of the Product Manager include, but are not limited to: + Maintaining a strong… more
- Atria Wealth Solutions (King, NC)
- …plan. + Perform various additional duties as may be assigned by the Program Manager . + Develop and maintain long-term relationships based on trust and respect with ... rules and regulations set forth by the credit union, FINRA, SEC and the broker/ dealer . + Accountable for meeting annual business plan and production goals. + Provide… more
- Guardian Life (Raleigh, NC)
- …environment in the branch office. + Timely communicate preliminary findings to your manager and branch office management verbally and then in writing. + Assist, as ... of state insurance laws (inclusive of NAIC). + 3-5 years of broker- dealer and registered investment advisor compliance experience, with experience at an… more
- Wells Fargo (Charlotte, NC)
- …and servicing; investment banking; equity; and fixed income solutions including sales , trading, and research capabilities to corporate, commercial real estate, ... **About this role:** Wells Fargo is seeking aa Securities Sales Program Analyst for our Structured Products Sales...risk tasks and deliverables + Receive direction from a manager + Exercise independent judgment while developing the knowledge… more
- TD Bank (Wilmington, NC)
- …service model/experience for TD Wealth clients + Meets quarterly and annual sales goals + Deepens wallet share by anticipating client needs and suggesting ... + 2+ years of providing advice, planning and investment sales + SIE, Series 7, Series 63 required +...This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA… more
- Marathon Petroleum Corporation (Charlotte, NC)
- …a Territory Manager . The intern may travel to various customer offices or dealer gasoline locations with a Territory Manager , assist in prospecting for new ... transportation to third party and company locations to meet customer's demand ( sales forecast). The intern will coordinate pipeline, barge and/or tanker movements… more
- Wells Fargo (Charlotte, NC)
- …support to WFA Supervisory Control Specialists as needed + Provide remote sales supervision and support for the WellsTrade, PCG, WBS, Institutional Retirement and ... from management and exercise independent judgment while developing an understanding of sales and other activities using various technological tools and reports to… more
- Truist (Nashville, NC)
- …member of a team which functions as the designee of the Principal Manager and performs administrative supervisory functions that are routinely associated with those ... of a retail broker/ dealer and RIA supervising principal in the securities industry....money movement request and trade corrections + Partner with sales management to enforce firm and regulatory policies +… more