- Atria Wealth Solutions (King, NC)
- Through its relationship with CUSO Financial Services, LP (CFS) Allegacy Federal Credit Union is seeking a Financial Advisor to join their team in the King NC area. ... forth by the credit union, FINRA, SEC and the broker/ dealer . + Accountable for meeting annual business plan and...Financial Services, LP (CFS). Member FINRA/SIPC. CFS is a broker/ dealer and RIA with a stable track record of… more
- Huntington National Bank (Houston, TX)
- Description Summary: As an Auto Finance Retail Relationship Manager, you will develop and maintain profitable, quality indirect lending relationships with franchise ... related products and services Be responsible for direct sales to dealers, servicing dealer customer and training of various dealership staff. + Build and maintain… more
- Caterpillar, Inc. (Irving, TX)
- …& Marketing Data Lake (DIW/DBM) products with our enterprise, industry and Dealer partners. Build strong understanding of the marketing and business objectives of ... projects and strategies within the team and with internal, business and dealer partners. + Monitoring deliverables for deadlines and completeness, auditing and… more
- Caterpillar, Inc. (Peoria, IL)
- …Marketing & Brand. A primary role of GRSM is to support and enhance Caterpillar's dealer network, which is a competitive strength and the critical way in which we ... that has a positive impact on safety, efficiency, and profitability of dealer service operations + Utilize the Caterpillar Authoring (ACM) system to develop… more
- Caterpillar, Inc. (Lafayette, IN)
- …and hands-on technical training. + Collaborate with experts in product development, dealer management, marketing, and sales, etc. + Work in various rotational ... representing and deploying the full suite of Caterpillar's digital solutions with dealer partners **What You Have:** Customer Focus: Knowledge of the values and… more
- Caterpillar, Inc. (Aurora, CO)
- …- Google Analytics Suite of products with our enterprise, industry and Dealer partners. Build strong understanding of the marketing and business objectives of ... projects and strategies within the team and with internal, business and dealer partners. + Monitoring deliverables for deadlines and completeness, auditing and… more
- JPMorgan Chase (New York, NY)
- …+ Bachelor's degree required; CFA, MBA or advanced degree preferred + Strong relationship with ETF listings exchanges and broker dealer community JPMorganChase, ... operations of the business and delivering key outcomes across the broker dealer and client segments. You will help oversee strategic relationships with Exchanges,… more
- Grundfos (Brookshire, TX)
- …rates of non-warranty returns. + Collaborate with partners to implement dealer -specific training plans aimed at reducing non-warranty submissions through proper ... installation and product selection techniques. + Monitor dealer performance post-training and adjust strategies as needed. + Grow sales with dealers due to increased… more
- Principal Financial Group (Modesto, CA)
- …new client accounts, managing account openings and asset movement requests with broker- dealer , and serving as a point of contact between financial professionals, ... account applications. Manage account openings and asset movement requests with broker dealer . + Utilize industry technology, such as Salesforce CRM and proprietary… more
- TEKsystems (Warren, MI)
- …initiatives. Key Responsibilities * Serve as the business owner for DDS' relationship with the analytics agency partner. * Develop and maintain project roadmaps, ... to make recommendations on how dashboard data can be supplemental to dealer consulting opportunities, including RDPM/DDPM training and DSI overviews. * Facilitate… more