- SMBC (Jersey City, NJ)
- …institutions. Based in New York City, we are an SEC registered Broker dealer that provides financial products and services to global institutional clients, focusing ... SEC 17a13 and 15c3-3 Possession or Control regulatory mandates + Build strong relationship with Middle Office and Charlotte peers + Proactive management and timely… more
- JPMorgan Chase (Evanston, IL)
- …referral source management and new lead generation + Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; ... and services are offered through JP Morgan Securities LLC (JPMS), a registered broker- dealer and investment advisor, member of FINRA and SIPC. Annuities are made… more
- Warren Equipment Company (Odessa, TX)
- …that will maximize sales, profitability and market share. + Advise dealer on sales and advertising techniques. + Pro-actively establish effective relationships ... Intermediate to proficient problem solving, decision making, analytical, interpersonal, relationship building, presentation and leadership skills. + Intermediate budget… more
- Lincoln Financial (Radnor, PA)
- …effective presentations that convey a strong narrative. + Strong interpersonal and relationship management skills. Ability to adapt quickly in a fast paced and ... to help put their goals in reach. Lincoln Financial Distributors, a broker- dealer , is the wholesale distribution organization of Lincoln Financial. Lincoln Financial… more
- Caterpillar, Inc. (Peoria, IL)
- …& reporting dashboards + Troubleshoot QR code platform issues + Manage relationship with QR code platform vendor + Present enterprise strategies, governance, and ... reduced-carbon future. Our innovative products and services, backed by our global dealer network, provide exceptional value that helps customers succeed. This Job… more
- TD Bank (New York, NY)
- …Qualifications:** + 7 or more years of experience with a registered US broker dealer , regulator, or global financial organization. + JD desirable but not required + ... organization and to work collaboratively on teams of varying size. + A relationship builder with the ability to establish, develop and maintain effective working… more
- The Coca-Cola Company (Whitestone, NY)
- …+ Ideate the needed in market tools to drive executional success including dealer loaders, couponing, etc. to deliver best in class programming + Work closely ... **Skills:** Leadership; Sales Process; Business Planning; Account Management; Customer Relationship Management (CRM); Sales Management; Marketing; Pitch Presentations; Consultative… more
- Wells Fargo (Charlotte, NC)
- …Fargo is seeking a Senior Supervisory Control Specialist to join our Client Relationship Group (CRG) within Wealth and Investment Management (WIM). This role is ... industry experience + Experience in branch office supervision, compliance, broker- dealer governance, sales supervision **Job Expectations:** + US only: Obtaining… more
- Charles Schwab (Omaha, NE)
- …+ Accounting and/or Asset Liability Management knowledge + Knowledge of broker dealer and bank risk management capabilities + Exceptional / pragmatic business ... judgment combined with outstanding communication and relationship skills + Hands-on knowledge using tools such as SQL, Python, Tableau and Alteryx. + Competent in… more
- Caterpillar, Inc. (Irving, TX)
- …for impact, and elevating standards of excellence. **What You Will Have:** + Relationship leadership: Proven ability to build, sustain, and activate a network of ... years of progressive experience in financial analysis, banking/trade finance, and dealer /customer financing. + Demonstrated ability to prioritize and deliver across… more