- TD Bank (New York, NY)
- …This function enables efficient and effective program delivery of the dealer 's major, cross functional initiatives. TDS Change Delivery reflects a significant ... evolution of our approach to managing and delivering change in the dealer 's largest cross functional initiatives. **Depth & Scope:** + Supports the end-to-end… more
- Aegon Asset Management (Denver, CO)
- …fixed annuities. These are supported by Transamerica Corporate , which includes Finance , People and Places, General Counsel, Risk, Internal Audit, Strategy and ... new competitor offerings, internal product changes, and changes to the way broker- dealer partners want to do business with Transamerica. + Facilitate campaign… more
- Truist (Richmond, VA)
- …supervisory functions that are routinely associated with those of a retail broker/ dealer . **Essential Duties and Responsibilities** Following is a summary of the ... may change from time to time. + Supervisory responsibility for Broker Dealer activity including Securities Trading and Annuity Principal Review and Approval. Utilize… more
- Toyota (Plano, TX)
- …us. An important part of the Toyota family is Toyota Financial Services (TFS), the finance and insurance brand for Toyota and Lexus in North America. While TFS is a ... field is preferred + Experience gained within Banking/Financial Services (Automotive Dealer Facing Applications)/FinTech sectors a plus + Experience gained within… more
- Atria Wealth Solutions (Cincinnati, OH)
- …external network you develop + Experience and aptitude with working with broker- dealer technology, ie, electronic order entry systems, DocuSign, etc. to process ... to, a team-oriented culture Desired Qualifications + Undergraduate Degree in Business, Finance , or related field + Certified Financial Planner (CFP) designation a… more
- Atria Wealth Solutions (Fort Worth, TX)
- …to, a team-oriented culture Desired Qualifications + Undergraduate Degree in Business, Finance , or related field + Certified Financial Planner (CFP) designation + ... credit union members full-service financial planning and investment advice. CFS is a broker/ dealer and RIA with a stable, 25-year track record of serving the… more
- Atria Wealth Solutions (Allentown, PA)
- …external network you develop + Experience and aptitude with working with broker- dealer technology, ie, electronic order entry systems, DocuSign, etc. to process ... to, a team-oriented culture Desired Qualifications + Undergraduate Degree in Business, Finance , or related field + Certified Financial Planner (CFP) designation a… more
- Thompsons Auto Group (Placerville, CA)
- …we're on a mission to reclaim our spot as the #1 volume GMC dealer in Northern California. If you're a top-tier sales professional hungry for opportunity, we ... give you the tools to thrive through our in-house Dealer Academy and Mentorship Program . What You'll Do:...monthly sales goals. + Stay informed on vehicle specs, finance options, and dealership programs. + Follow up with… more
- Atria Wealth Solutions (Sandusky, MI)
- …network you develop. + Experience and aptitude with working with a broker- dealer technology, ie, electronic order entry systems, DocuSign, etc. to process business, ... to, a team-oriented culture. Desired Qualifications: + Undergraduate Degree in Business, Finance , or related field + Certified Financial Planner (CFP) designation a… more
- Generac Power Systems (Waukesha, WI)
- …degree or equivalent work experience + 5 years' progressive experience in finance or sales related field OR completion of Generac's sales rotational program ... business metrics and put plans into place for improvement + Work with OEM/ Dealer distribution channel on business analysis and financial management + Draw valid… more