- Bank OZK (Atlanta, GA)
- …and in writing, including presentation skills. + Ability to demonstrate effective sales , interpersonal and relationship management skills. + Ability to lead in a ... work experience, required. + 5 +years of work experience in high-net-worth sales , or related business development experience in a financial, legal or nonprofit… more
- Access Dubuque (Dubuque, IA)
- …Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training ... Services, LLC** **(NMIS)** (Investment Brokerage Services), a registered investment adviser, broker- dealer , and member of FINRA and SIPC, and Northwestern Mutual… more
- Santander US (Boston, MA)
- …to perform the essential functions. Bachelor's Degree or equivalent work experience: Sales Supervision, Compliance, Risk or equivalent field. - Preferred. 5+ Years ... Sales Supervision, Compliance, Audit, or Regulatory experience required -...applicable Federal and State laws applicable to SEC registered broker- dealer . * Strong analytical and investigative skills and demonstrated… more
- TD Bank (New York, NY)
- …a particular product. The role is accountable for business results and product sales , working with distribution teams to ensure revenue and volume targets are met.is ... plan and monthly/quarterly forecast process + Supports and resolves sales team day to day questions and issues +...This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA… more
- Navy Federal Credit Union (Vacaville, CA)
- …with members and internal/external sources + Execute customer and broker purchase/ sales orders of securities for current/new clients + Identify prospective ... and take remedial actions + Monitor, track and report performance of individual sales plans and assigned strategies for leadership + Participate in site audits of… more
- JPMorgan Chase (New York, NY)
- …and our broker- dealer partners. + Develop and implement a comprehensive sales strategy that aligns with the platform's objectives, driving both growth and ... Morgan Asset Management (JPMAM). **Job Responsibilities** + Collaborate with internal sales channels to proactively position our real estate solutions through RIA's… more
- Huntington National Bank (Columbus, OH)
- …all members of the internal deal team including underwriters, investment bankers, sales and operations, as well as external partners including bond counsel, ... revenue t racking, and expenses for all transactions + Work with sales and trading desk to ensure smooth execution of transactions including interacting… more
- Kestra Financial (Wappingers Falls, NY)
- …advisor position and prepare to service clients independently + Identify sales and asset retention opportunities, including viable alternatives when traditional ... priorities daily in pursuit of business objectives + Active engagement in marketing and sales efforts on behalf of the firm; not required to build own book of… more
- C-4 Analytics (Wakefield, MA)
- …digital marketing company that excels at helping automotive dealerships increase sales , increase market share, and lower cost per acquisition. C-4 Analytics ... is committed to developing innovative solutions for every dealer in every market, and to providing the highest...task management, and overall system performance. + Partner with Sales , Marketing, and Customer Success teams to ensure systems… more
- Raymond James Financial, Inc. (Memphis, TN)
- …retention of existing accounts through periodic meetings with clients. + Collaborates with sales force by assisting in the development of marketing materials and by ... participating in sales presentations as appropriate. **Knowledge, Skills, and Abilities** **Knowledge...products. + Basic use of portfolio analytical tools + Broker/ dealer operations. **Skill in** + Interpreting and applying policies… more