- Truist (Winston Salem, NC)
- …view of overall transaction and escalate complex matters to Team Lead, manager and/or Regional Sales Management. Review of Electronic Correspondence/Social Media ... compliance related procedures, training and identification of potential harmful trends, sales practice patterns, conflicts of interest or issues that potentially… more
- Bosch (Lincolnton, NC)
- …of life all across the globe. Welcome to Bosch! **Job Description** The SPR Key Account Sales Manager is responsible for developing and growing sales to key ... overseas sia manufacturing and logistic facilities. This Key Account Sales Manager must be a leader on...sales planning an optimal stock coverage for responsible series /grades/finished goods + Coordinate all service level requirements for… more
- BMO Financial Group (Aurora, CO)
- **This is a licensed position requiring the SIE, Series 6 , 63, Life and Health** **Bilingual in English and Spanish Language is preferred** _The mission of ... for what comes next._ A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned...+ **This is a licensed position requiring the SIE, Series 6 , 63, Life and Health** +… more
- Coast Guard Community Services Command (New London, CT)
- …supervisory experience in the performance of the above referenced duties. And/or + Current USCG NAF sales clerk with at least 6 months' experience as a USCG NAF ... Date: 01/30/2025 Announcement #: 5949 Opening Date: 04 October 2024 Pay Plan/ Series /Pay Band: NF-2091-02 Closing Date: Until Filled Work Schedule: Full Time (30-40… more
- Coast Guard Community Services Command (New London, CT)
- …supervisory experience in the performance of the above referenced duties. And/or + Current USCG NAF sales clerk with at least 6 months' experience as a USCG NAF ... Date: 01/30/2025 Announcement #: 5948 Opening Date: 03 October 2024 Pay Plan/ Series /Pay Band: NF-2091-02 Closing Date: Until Filled Work Schedule: Full-Time (30-40… more
- TIAA (Columbia, MD)
- …Experience** + 5+ Years Required; 7+ Years Preferred **FINRA Registrations** + SRC Indicator: Series 6 or 7; Series 63 **Physical Requirements** + Physical ... **Relationship Manager II** The Relationship Manager II plays a...Required: + 5 + years of Financial Services Experience + Series 6 or 7; Series 63… more
- Citigroup (Tampa, FL)
- …Sales teams with prior investment/insurance sales management required. + Required FINRA Licenses: SIE, Series 7, Series 9 & 10, Series 66 (63 + 65). + ... The IPB Wealth Solutions Advisory Manager accomplishes results through the management of professional...Under Management, recruiting and building a diverse and successful sales force dedicated to the affluent Client Segment, financial… more
- Wright-Patt Credit Union Inc. (Beavercreek, OH)
- …by providing guidance to sales assistance and operations support to the Division Manager and acting as the operations backup to the Division Manager . (10%) + ... The Senior Sales Assistant (SSA) is responsible for helping Senior...Series 7 securities license is required. + FINRA Series 66 securities license is required within 6… more
- Equitable (Charlotte, NC)
- Product Manager , Broker Dealer ( 240000LM ) **Primary Location** :... 66 or ( Series 63 and 65), Series 24 required or must obtain within 6 ... platform of investment products and advisory solutions. Responsibilities of the Product Manager include: + Responsible for the initial and ongoing due diligence of… more
- Raymond James Financial, Inc. (ID)
- …degree from college or university in related field and a minimum of six ( 6 ) years of Administrative Manager or Supervision experience in the financial services ... programs, mentorships, and continuing education options. **Job Summary:** The Supervision Manager oversees a broad range of supervisory and risk functions. Working… more
- Wells Fargo (Ann Arbor, MI)
- **About this role:** Wells Fargo is seeking a Branch Complex Manager in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career ... of business at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) . The Branch Complex Manager role will lead branch(es) within a market of Wells… more
- TIAA (Dallas, TX)
- …Preferred **Work Experience** + 3+ Years Required; 5+ Years Preferred **FINRA Registrations** + SRC Indicator: Series 6 or 7; Series 63; Series 26 or 24 ... The NCC Team Manager manages a team of Financial Services Consultants,...Experience in financial services industry. + Must obtain your Series 24 or 26 within 120 days. **Preferred Skills:**… more
- Hoselton (East Rochester, NY)
- …+ Maintain and utilize CRM database in a thorough and ethical manner + Work with the Sales Manager to set personal sales goals and follow a method to achieve ... environment. 5. Proficiency in using CRM software and other sales tools. 6 . Valid driver's license with...automotive mechanics and a thorough understanding of prices, models, series , options, and other variations of the selling manufacturers'… more
- Fifth Third Bank, NA (Greenwood, IN)
- …selling skills certification and complete ongoing educational requirements as prescribed. + Series SIE, 6 , 63 and insurance licenses required. For External ... a career in banking at Fifth Third Bank. A sales position responsible for the acquisition, growth, and retention...hires, the Series 65 must be obtained within 90 calendar days… more
- Marriott Vacations Worldwide (Lihue, HI)
- …through self-critique, practice, and lessons from the feedback provided by others (eg, Sales Manager Coaches, Guests, Owners). + Participate in formal training ... Sign-On Bonus potential **Qualifier** : 2-years minimum RECENT Sales experience in the timeshare industry Currently offering a...of 45 days of employment and $7,500 paid after 6 months of employment. Must be active employee to… more
- Truist (Naples, FL)
- …and other issues as needed. 5. Approve operational submissions and forms when manager approval is required. 6 . Oversee training, performance evaluations, salary ... for the supervision of Client Service Associates, including their sales support processes and activities. Develop plans and processes...with disabilities to perform the essential functions. 1. FINRA Series 7, 66, 24, and Life, Health and Variable.… more
- Ascensus (Reno, NV)
- …plan rules and guidelines . Stay abreast of changes to applicable laws and rules . Maintain Series 6 or 7 and 63 or 66 licenses **Core Values** . Responsible for ... **Position** **Purpose:** The Institutional Relationship Manager will be responsible for conducting 529 education...(average twice a month, 1-2 nights per visit) *Current Series 6 or 7 and 63 or… more
- T. Rowe Price (Owings Mills, MD)
- …contribute, learn, and make a difference. We are a premier asset manager focused on delivering global investment management excellence and retirement services that ... your career with us. ABOUT THIS POSITION As a Sales Associate Personal Investors, you will provide education and/or...supported for this role. This role requires the FINRA Series 7 and 66 licenses which must be obtained… more
- Louisiana Department of State Civil Service (Hammond, LA)
- …LOCATION OF WORK: May be used by all agencies. JOB DISTINCTIONS: Administrative Program Manager jobs within this job series differ by a combination of ... ADMINISTRATIVE PROGRAM MANAGER 3 - FISCAL MANAGER Print...to serve a probationary period of not less than 6 months and not more than 24 months. Salary… more