- Lincoln Financial (Broomall, PA)
- …to help put their goals in reach. Lincoln Financial Distributors, a broker - dealer , is the wholesale distribution organization of Lincoln Financial. Lincoln ... The Role at a Glance As the Financial Services Sales Representative for MoneyGuard, you will build and maintain...clients. This is a consultative phone-based position responding to broker inquiries received via inbound calls. You will answer… more
- Golub Capital (New York, NY)
- …and gold-standard client service to the private wealth market via wirehouses, regional broker dealers , independent broker dealers , private banks, ... registered investment advisors and other intermediaries. PWA oversees sales and marketing, business development, relationship management and business operations… more
- Lincoln Financial (Hartford, CT)
- …to help put their goals in reach. Lincoln Financial Distributors, a broker - dealer , is the wholesale distribution organization of Lincoln Financial. Lincoln ... unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package. About The...chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer… more
- Octaura (New York, NY)
- …Understanding of Generally Accepted Accounting Principles (GAAP) CPA is a plus Broker dealer /net capital experience is highly preferred FINRA Series 27/28 ... with department policy, including monthly, quarterly, and yearly adjustments Prepare broker / dealer filings, net capital calculations, and different analysis.… more
- Lincoln Financial (Broomall, PA)
- …to help put their goals in reach. Lincoln Financial Distributors, a broker - dealer , is the wholesale distribution organization of Lincoln Financial. Lincoln ... unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package. About The...chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer… more
- Lincoln Financial (Broomall, PA)
- …to help put their goals in reach. Lincoln Financial Distributors, a broker - dealer , is the wholesale distribution organization of Lincoln Financial. Lincoln ... unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package. About The...chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer… more
- Lincoln Financial (Los Angeles, CA)
- …to help put their goals in reach. Lincoln Financial Distributors, a broker - dealer , is the wholesale distribution organization of Lincoln Financial. Lincoln ... direct, implement, and maintain a business plan to achieve sales and growth goals for your assigned external wholesale...chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer… more
- JPMorgan Chase & Co. (Brooklyn, NY)
- …and services are offered through JP Morgan Securities LLC (JPMS), a registered broker - dealer and investment advisor, member of FINRA and SIPC. Annuities are ... mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the US in...We're proud to lead the US in credit card sales and deposit growth and have the most-used digital… more
- JPMorgan Chase & Co. (Milpitas, CA)
- …and services are offered through JP Morgan Securities LLC (JPMS), a registered broker - dealer and investment advisor, member of FINRA and SIPC. Annuities are ... mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the US in...We're proud to lead the US in credit card sales and deposit growth and have the most-used digital… more
- Lincoln Financial (Broomall, PA)
- …to help put their goals in reach. Lincoln Financial Distributors, a broker - dealer , is the wholesale distribution organization of Lincoln Financial. Lincoln ... on product design to meet or exceed profitability and sales objectives. *Direct, develop, and/or run complex pricing models...chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer… more
- Northwestern Mutual (Atlanta, GA)
- …Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker - dealer , and member of FINRA and SIPC, and Northwestern ... has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to...and Series 6, 7, and 63. Northwestern Mutual provides pre- payment /reimbursement* for course tuition fees and books. Compensation &… more
- New York Life (Frisco, TX)
- …disability income insurance, and investment products such as mutual funds(1) through our broker - dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a ... communication, and providing you with a development team and sales support to guide your success. What we're looking...until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent's… more
- Lincoln Financial (Broomall, PA)
- …to help put their goals in reach. Lincoln Financial Distributors, a broker - dealer , is the wholesale distribution organization of Lincoln Financial. Lincoln ... unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package. About The...chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer… more
- Blue Owl (Short Hills, NJ)
- …(vi) investor performance reporting; (vii) tracking of all broker dealer economics/commissions; (viii) ad-hoc questions from internal sales team and ... raise reporting; (iv) capital activity and communications, eg capital calls, dividend payments , tenders; (v) shadow tracking and calculations of all investor and… more
- JPMorgan Chase (Jersey City, NJ)
- …Financial Institutions Group, specifically focusing on the Broker Dealers sales segments, you will assist Payments Sales Managers (PSM's) in ... requirements and identify potential new business opportunities for JP Morgan Payments via appropriate solution(s); traditional cash management, FX, International … more
- JPMorgan Chase (Jersey City, NJ)
- Join the NA Broker Dealers and Market Structure Payments Sales team! As a Payments Sales Manager within the Financial Institutions Group - North ... America Broker Dealers and Market Structure industry segments,...management, liquidity management and FX solutions + Execute JPM Payments sales & client strategy to achieve… more
- Humana (Tallahassee, FL)
- …situations or data requires an in-depth evaluation of variable factors. The Agency Broker Relationship Manager (BRM) focuses on personal sales targets and ... channel partners, including systems integrators, value-added resellers (VARs), distributors, dealers , or retailers. Supports partners throughout the sales … more
- JPMorgan Chase (Jersey City, NJ)
- …technology companies, commercial banks, non-bank financial institutions, central banks and broker dealers . Our advanced, end-to-end solutions which combine ... release **.** + Collaborate with cross-functional teams, technology, operations, marketing, sales , compliance, legal and other control functions to ensure successful… more
- JPMorgan Chase (Jersey City, NJ)
- …technology companies, commercial banks, non-bank financial institutions, central banks and broker dealers . Our advanced, end-to-end solutions which combine ... and profit growth + Leads diverse projects, working with our partners across Sales , Client Service, Liquidity, Treasury, Finance, Compliance, and Risk, as well as… more
- M&T Bank (Orange, CA)
- …and handle related vendor communications. Obtain executed program agreements for each broker and dealer , including private label; review the documents, enter ... **Overview:** Coordinates workflow among Sales , Operations, Credit, and senior management within LEAF...respect to rates being indexed. Work with Collections on payment issues to facilitate communications with the broker… more
