- BMO Financial Group (New York, NY)
- …Compliance ("FICC") team in New York with a focus on FINRA and SEC broker- dealer requirements and corresponding oversight. We are looking for someone to work closely ... with the Fixed Income Lines of Business ("LOBs") as well as ancillary interaction with Currencies,...to gain insights on regulatory risk. + Oversee the development and maintenance of guidelines and procedures, providing advice/rulings… more
- Atria Wealth Solutions (Cincinnati, OH)
- …credit union executives and sales manager regarding sales practices and business development initiatives. Work with Financial Center Managers to identify and ... current on investment products and services offered. Meets regularly with the Program Manager and trains, if necessary, with Program Manager . + Drives investment… more
- Atria Wealth Solutions (Allentown, PA)
- …credit union executives and sales manager regarding sales practices and business development initiatives. Work with Financial Center Managers to identify and ... current on investment products and services offered. Meets regularly with the Program Manager and trains, if necessary, with Program Manager . + Drives investment… more
- Atria Wealth Solutions (Richmond, VA)
- …credit union executives and sales manager regarding sales practices and business development initiatives. Work with Financial Center Managers to identify and ... keeps current on investment products and services offered. Meets regularly with Program Manager and trains, if necessary, with Program Manager . + Drives… more
- Parksite (Garner, NC)
- …to dealer customers to reach sales and profit goals. RESPONSIBILITIES: New Business Development : + Responsible for aggressively developing new business ... over the phone Account Management: + Responsible for servicing and supporting existing dealer business + Using active listening and sales techniques to identify… more
- C-4 Analytics (Wakefield, MA)
- …acquisition. C-4 Analytics is committed to developing innovative solutions for every dealer in every market, and to providing the highest levels of accountability ... health insurance, retirement plans, paid time off, and professional development opportunities. Please note that the stated salary range...process from the initial call to helping to close business with new prospects. You'll be a part of… more
- Atria Wealth Solutions (Fort Worth, TX)
- …credit union executives and sales manager regarding sales practices and business development initiatives. Work with Financial Center Managers to identify and ... keeps current on investment products and services offered. Meets regularly with Program Manager and trains, if necessary, with Program Manager . + Drives… more
- Toyota (Naperville, IL)
- …initiatives throughout the year. Reporting to the Regional Technical Service Training Manager , the person in this role will support Naperville's Regional Office's ... satisfaction, future product sales, department goals and overall company and dealer profitability. **What you'll be doing** + Maximize customer retention and… more
- Guardian Life (Nashville, TN)
- …capabilities, which includes accountability, interpersonal effectiveness, ability to demonstrate business savvy, being a subject matter expert, all while supporting ... to support risk-based testing methodologies or follow-up on potential business risk exposures. + Use the results of your...branch office. + Timely communicate preliminary findings to your manager and branch office management verbally and then in… more
- Atria Wealth Solutions (Sandusky, MI)
- …to branch staff and identified bank executives regarding sales practices and business development initiatives. + Provide ongoing training and coaching of ... current on investment products and services offered. Meet regularly with Program Manager . + Drive investment and program integration initiatives with the assigned… more