- Atria Wealth Solutions (Lunenburg, MA)
- …Drives investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on ... Function: Sell investment and insurance products, available through our Broker Dealer , to individuals and small businesses by providing investment strategies,… more
- Hendrick Automotive Company (Tallahassee, FL)
- …in monthly Sales Performance meeting with HAG Management/BE Fleet Solutions Manager as directed + Report monthly National Association activities and sales ... Duties and Responsibilities include the following: + Deliver on objectives for Sales and PO#s (Purchase Orders) + Deliver on activity objectives for Appointments… more
- Toyota (Naperville, IL)
- …objective of directly contributing to the long-term customer satisfaction, future product sales , department goals and overall company and dealer profitability. ... the year. Reporting to the Regional Technical Service Training Manager , the person in this role will support Naperville's...doing** + Maximize customer retention and loyalty by ensuring Dealer execution of the "Fix It Right the First… more
- Brunswick (Mettawa, IL)
- …strategic initiatives and continuous improvement for Brunswick brands' Consumer and Dealer facing digital experiences across the enterprise This includes brand web ... continually review digital experience analytics and implement initiatives to optimize sales by improving outcome-based user experience and digital marketing KPIs.… more
- Foresters Financial Services (Cleveland, OH)
- …The Branch Sales Administrator. Works closely with the onsite Branch Manager , the Branch Sales Administrator is responsible for many administrative/clerical ... and institutions-based advisors the benefits of a large, established broker- dealer and registered investment adviser, while serving advisors and institutions… more
- Atria Wealth Solutions (Sandusky, MI)
- …current on investment products and services offered. Meet regularly with Program Manager . + Drive investment and program integration initiatives with the assigned ... regular feedback to branch staff and identified bank executives regarding sales practices and business development initiatives. + Provide ongoing training and… more
- BMO Financial Group (New York, NY)
- …Compliance ("FICC") team in New York with a focus on FINRA and SEC broker- dealer requirements and corresponding oversight. We are looking for someone to work closely ... regulatory audits and examinations. + Provides regulatory perspective on business group's sales and marketing materials. + Anticipate/ identify and analyze risk and… more
- Siebert Williams Shank (New York, NY)
- …in New York and Oakland. SWS is a perennial leader as a co- manager of investment-grade corporate debt, a national leader in public finance investment banking, ... a named dealer on more than 50 commercial paper programs, and...agent. All activities are supported by a robust secondary sales and trading platform, and a sound regulatory capital… more
- Guardian Life (Nashville, TN)
- …environment in the branch office. + Timely communicate preliminary findings to your manager and branch office management verbally and then in writing. + Assist, as ... of state insurance laws (inclusive of NAIC). + 3-5 years of broker- dealer and registered investment advisor compliance experience, with experience at an… more
- Access Dubuque (Dubuque, IA)
- …Negligible **Job Shift** First Shift **Description** Overall Responsibilities 1. **Forklift-International.com Sales ** : Prospect for and sell dealer memberships ... in the goal-setting and attainment processes in cooperation with the Manager and other departments. **Specific Responsibilities:** ** Sales :** 1. Prospect… more