- Kestra Financial (Castle Rock, CO)
- …Chief Operating Officer and serves as the primary contact for customer relationship management and administrative account servicing. This position requires a strong ... in the financial services industry, allowing for a strong understanding of broker/ dealer operations and financial services products, including but not limited to:… more
- Kestra Financial (Fort Worth, TX)
- …to the Lead Advisor and serves as the primary contact for customer relationship management and account servicing. This position requires a strong understanding of ... in the financial services industry allowing for a strong understanding of broker/ dealer operations and financial services products, including but not limited to:… more
- Lincoln Financial (Phoenix, AZ)
- …proactively identify and implement improvements. Develop tools and support product/ relationship managers according to business needs. *Provide actuarial support for ... to help put their goals in reach. Lincoln Financial Distributors, a broker- dealer , is the wholesale distribution organization of Lincoln Financial. Lincoln Financial… more
- Santander US (Freehold, NJ)
- …defined on a quarterly basis. * Maintain compliance with all applicable bank, broker/ dealer , State and Federal regulations associated with the sale of investment and ... people as they work, identifying the best people for the job. * Strong relationship management and negotiation skills via a phone channel. * Ability of using logic… more
- Brokers International (Urbandale, IA)
- …and data privacy concerns. + Partner Engagement + Work closely with relationship managers and advisors to understand partner expectations for digital solutions. + ... digital solutions. + Understanding of Registered Investment Advisory, Broker Dealer , investment products, financial planning, and wealth management strategies,… more
- Lincoln Financial (Radnor, PA)
- …and willingness to proactively act on those needs + Demonstrated solid relationship management skills with internal and/or external clients (eg management, peers, ... to help put their goals in reach. Lincoln Financial Distributors, a broker- dealer , is the wholesale distribution organization of Lincoln Financial. Lincoln Financial… more
- Cabela's (MO)
- …day. + Generates and manages leads and prospects in provided Customer Relationship Management (CRM) tool daily, specifically entering new customers and conducting / ... based management and electronic point of sale, inventory management systems, and dealer management systems + Demonstrates strong interpersonal skills + Ability to… more
- JPMorgan Chase (Chicago, IL)
- …Advisors in multiple generalist channels including Wirehouse, RIA, Independent Broker- Dealer and Chase Wealth Management channels. These internal partners will ... clients and within our broader JPMorgan Asset management organization ( relationship development/management) + Proven success with multi-tasking and staying on… more
- Lincoln Financial (Charlotte, NC)
- …in mentoring, coaching, and fostering a high-performing team culture + Strong relationship -building skills and ability to work effectively with senior leadership 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
- Lincoln Financial (Radnor, PA)
- …+ Effective verbal and written communication skills + Strong interpersonal and relationship management skills + Ability to adapt quickly in a changing work ... to help put their goals in reach. Lincoln Financial Distributors, a broker- dealer , is the wholesale distribution organization of Lincoln Financial. Lincoln Financial… more