- Baird & Warner (Downers Grove, IL)
- …office appearance. + Process buyer rep agreements + Data entry + Tasks assigned by Broker Manager & Sales Support Manager + Able to assist Managing Broker ... for a dynamic, administrative professional to join our team supporting Real Estate Sales Professionals at our Downers Grove office. *This is a full time, in-office… more
- Neuberger Berman (New York, NY)
- …to ensure the highest standards of supervision and governance for RIA and Broker Dealer platforms and advisory/ sales activities + Oversee the implementation of ... and leading high-performing teams + Deep understanding of RIA and Broker Dealer supervisory frameworks, advisory/ sales practices, and relevant regulatory… more
- Atria Wealth Solutions (Raleigh, NC)
- …Raleigh, NC area. As Coastal's Financial Advisor, you'll have the opportunity to use your sales talents and ability to build rapport as you work with our members to ... the branches you are assigned. + Using our approved sales process as you meet with members to identify...LP visit www.cusonet.com . CFS (Member FINRA/SIPC) is a broker -dealer and RIA with a stable, 25-year track record… more
- HUB International (Denver, CO)
- …will work with or delegate team members to work with the various EB Sales Executives, Account Executives, and clients to assist with the delivery and presentation of ... Management team in finalist meetings + Execute marketing efforts focused on sales /retention initiatives - where financial consulting is a key consideration + Work… more
- Navy Federal Credit Union (Pensacola, FL)
- …business relationships with members and internal/external sources + Execute customer and broker purchase/ sales orders of securities for current/new clients + ... and take remedial actions + Monitor, track and report performance of individual sales plans and assigned strategies for leadership + Participate in site audits of… more
- HUB International (Manchester, NH)
- …HUB International, you become part of the largest privately owned global insurance broker , providing a broad array of property, casualty, risk management, life and ... retaining the account, acting as the de facto technical expert and broker -consultant. (In some instances, an assigned Producer will have primary responsibility for… more
- PennyMac (Westlake Village, CA)
- …organic and paid social media strategies aimed at increasing mortgage broker acquisition, engagement, usage and loyalty. Manage content strategy and calendars, ... business + Supervise and engage with online communities including private broker Facebook groups. Foster positive interactions, address inquiries with industry… more
- Navy Federal Credit Union (San Diego, CA)
- …business relationships with members and internal/external sources. + Execute customer and broker purchase/ sales orders of securities for current/new clients. + ... and take remedial actions. + Monitor, track and report performance of individual sales plans and assigned strategies for leadership. + Participate in site audits of… more
- Zurich NA (Chicago, IL)
- …we are focused on attracting top customer advocates who possess a sales mindset, strong technical underwriting skills and solution focused problem-solving abilities. ... the needs of the team and to cultivate key broker relationships. This is a critical role in driving...This role requires a strong technical, staff development and sales execution mindset. This role will be filled at… more
- Vanguard (Malvern, PA)
- …leading Margin, Securities Lending, and Asset Servicing for Vanguard's retail broker -dealer. This role oversees the operational effectiveness, risk management, and ... client segments with brokerage domain expertise. This includes representing Vanguard's broker -dealer to regulators (eg, FINRA, OCC) and overseeing numerous vendor… more