- BlackRock (San Francisco, CA)
- …of an organization that makes a difference! **Primary Responsibilities:** The market leader/ external wholesaler serve as the key contact between BlackRock and ... drive results across the entire breadth of BlackRock's solutions (ETF, Mutual Funds , SMA, Alternatives, Models). **The geography for this position is primarily San… more
- Jackson National Life Insurance Company (Nashville, TN)
- …- regularly sharing success stories, sales idea positioning and ensuring consistency between External Wholesaler members and Internal Wholesaler members. + ... with External Wholesalers and Internal Wholesalers, the Hybrid Product Wholesaler (HPW) is responsible for developing and implementing a business plan to… more
- Janus Henderson Investors (New York, NY)
- …of clients + May supervise and oversee work activities of internal wholesaler position in assigned channel if appropriate, including evaluating performance and ... knowledge of the company, including history, investment resources/team/style/process, and fund offerings + Solid understanding of financial services industry and… more
- Thrivent Financial (OH)
- …national assignments to Financial and lnvestment Representatives. The RIC is an external mutual fund wholesaling position. RICs proactively interact with ... Regional Investment Consultant (RIC) is responsible for sales of Thrivent Mutual Funds , ETFs and Thrivent Managed Portfolios. Position will provide field sales… more
- The Hartford (Wayne, PA)
- …be expected to establish and maintain open communication with an Advisor Consultant ( external wholesaler ) and work together to help meet or exceed established ... If so, the Internal Advisor Consultant role at Hartford Funds might be the next best step in your...primarily based on analysis of similar positions in the external market. Actual base pay could vary and may… more
- JPMorgan Chase (New York, NY)
- …to financial advisors in a more user-friendly way + Partner with Client Advisor ( external wholesaler ) by being completely aligned on the objectives needed to ... You will play a key role in marketing mutual funds , ETFs, and separately managed accounts in partnership with...ETFs, and separately managed accounts in partnership with an External Client Advisor. This role provides an opportunity to… more
- Janus Henderson Investors (Denver, CO)
- …+ Generate sales ideas and identify new sales opportunities (5%) + Travel with external wholesaler in the field on a limited basis for territory familiarity ... internal sales role and two years of experience in the mutual fund /financial services industry and/or training; or an equivalent combination of education, experience… more
- BlackRock (Boston, MA)
- …three core elements: 1. In partnership with a Defined Contribution Consultant ( External Wholesaler ) drive deeper commercial results and expand relationships with ... a full suite of strategies from Model Portfolios, iShares ETFs, and mutual funds to Alternatives, SMAs, and sub-advisory relationships. USWAs mandate is to deliver… more
- JPMorgan Chase (New York, NY)
- …to financial advisors in a more user-friendly way + Partner with Client Advisor ( external wholesaler ) by being completely aligned on the objectives needed to ... meet the objectives for your territory through successful marketing of our mutual funds , ETFs, and separately managed accounts. This role is ideally suited for team… more
- JPMorgan Chase (Columbus, OH)
- …financial advisors in a more user-friendly way. + Partner with the Client Advisor ( external wholesaler ) by being completely aligned on the objectives needed to ... achieving the goals for your territory through successful marketing of our mutual funds , ETFs, and separately managed accounts. This role is ideally suited for team… more
- BlackRock (Chicago, IL)
- …Representing a full suite of strategies from iShares ETFs, Alternatives, Mutual Funds to SMAs and sub-advisory relationships USWAs mandate is to deliver One ... identify, develop, partner on and own client relationships.** **Hybrid Market Leader/ Wholesaler ** **: responsible for all aspects of client relationship and driving… more
- BlackRock (Seattle, WA)
- …+ Minimum 5+ years as an experienced mutual fund or ETF wholesaler (hybrid / external ), preferably with Wirehouse Broker-Dealers + Strong financial services ... suite of strategies - from iShares ETFs and mutual funds to SMAs and sub-advisory relationships - USWA's mandate...breadth of each of BlackRock's solution sets (ETFs, Mutual Funds , SMA, Alternatives, Models). The geography for this position… more
- Aegon Asset Management (Denver, CO)
- …. Job Description Summary Provide support for all internal and external sales efforts on all Transamerica product lines. Job Description Responsibilities ... with the Cedar Rapids home office departments, the Internal and External Wholesalers, Divisional Vice Presidents, Channel Heads and the Internal Relationship… more
- T. Rowe Price (Baltimore, MD)
- …coverage within a specified region. The RSS serves primarily in an external capacity and maintains ownership of cultivating relationships with regionally segmented ... Retirement Plan Advisors, External Wholesalers and Insurance partners. These intermediary client constituents are strategically targeted because of their essential… more
- Southern Glazer's Wine and Spirits (Dallas, TX)
- …targets, using various data sources to provide analysis required for internal/ external business reviews. + Collaborate with commercial teams to develop gap-closing ... party tools such as Nielsen) to enhance analytical capabilities. + Proactively manage fund balances through spend analysis vs. budgets. + Enable the development of… more