- Kybora GmbH (West Palm Beach, FL)
- …We are seeking an experienced Managing Director to lead our FINRA-registered broker- dealer unit focused on the biopharmaceutical sector. As a senior executive in ... industry contacts. The role carries full P&L responsibility for the broker- dealer 's advisory business, ensuring compliant operations in line with FINRA/SEC… more
- Capital One National Association (San Francisco, CA)
- Dealer Success Manager (DSM) As a Dealer Success Manager, you operate as a Strategic Consultant and Customer-Centric Partner to our auto dealers, anchoring your ... You will educate and gain buy-in from key auto dealer stakeholders, ensuring they maximize the value of our...play a key role in Capital One's technology and relationship evolution. We are seeking dedicated, disciplined, sales professionals… more
- Webster Bank (Paramus, NJ)
- …develop profitable loan volume through direct channels as well as vendor/ dealer market. Execute highly focused prospecting activities. Structure financing solutions ... for customers and prospects utilizing existing and new WCF products. Collect and submit all documentation necessary: To underwrite / obtain credit approval. To understand the business and know our customer. To understand the equipment and the deal. To close… more
- Diagram (San Mateo, CA)
- Who We Are: Alpaca is a US‑headquartered self‑clearing broker‑ dealer and brokerage infrastructure for stocks, ETFs, options, crypto, fixed income, 24/5 trading, and ... regulatory submissions for securities, crypto, and futures/derivatives licenses (eg, broker‑ dealer , investment dealer , crypto asset service provider, money… more
- Threadneedle group (Minneapolis, MN)
- In this role, you will provide leadership for a clearing broker dealer settlement team accountable for providing complex operations activities to client and ... 7-10 years of relevant experience Associate degree or equivalent (2-years) Broker Dealer and/or tape to tape experience required Active FINRA Series 7 Preferred… more
- Resideo Technologies Inc. (Portland, OR)
- …through conducting technical training classes and attending trade shows, seminars, and dealer meetings. All sales calls and opportunities are maintained using our ... customer relationship management (CRM) tool (Salesforce). Competitive intelligence, market trends...contractors and distributor personnel. Present the Resideo story at dealer meetings, trade shows and other industry events. Gather… more
- Lincoln Financial Group (Denver, CO)
- …Plan Sales Director, you will develop, implement and maintain a complex relationship management business plan to achieve profitable sales, growth, and retention ... WA, WY). What you'll be doing Develops, maintains and executes complex client relationship plans to ensure clients' overall service needs are satisfied and achieve… more
- ACV Auctions (San Francisco, CA)
- …for reporting and tracking purposes. Develop relationships with dealers and dealer groups and leverage these relationships to maximize revenue opportunities. Be ... marketplace in an operational context to best position ACV Auctions. Excellent relationship building skills both in-person and over the phone. Understanding of the… more
- Wealth Enhancement Group (Boston, MA)
- …and client files* Research and follow up on any issues with the Broker/ Dealer , WEG Operations, and vendors* Record incoming assets to the appropriate blotting ... toolClient Relationship Management* Dialogues with client to understand their personal history and current financial needs and communicates to the advisor or handles… more
- Banco Santander SA (New York, NY)
- …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
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