- Novo Nordisk Inc. (Plainsboro, NJ)
- …works closely across the organization to guide enterprise-wide resource allocations, investment choices, drive core operations and develop insights to drive growth ... between FP&A, Trade and OTC functions in regard to wholesaler actions and their implications on sales and financial...in accordance with HQ timelines Own the internal and external audit relationship Assist in the development and improvement… more
- MassMutual (Chicago, IL)
- …of our clients. We are seeking a Regional Managing Director - US Wealth ( External Wholesaler ) MassMutual Investments is a rapidly growing area of the ... **The Opportunity** MassMutual Investments is a diversified multi-manager investment platform focused on the retirement and wealth management channels. We leverage… more
- BlackRock (Princeton, NJ)
- …The Market Sales Partner/Internal Wholesaler partners with our Market Leader/ External Wholesaler to effectively execute a business plan to drive ... at the world's largest asset manager? BlackRock is seeking a Market Sales Partner/Internal Wholesaler to become part of our US Wealth Advisory (USWA) team. Our USWA… more
- Equitable (Charlotte, NC)
- Entry Level Mutual Fund Internal Wholesaler (Strong Compensation Package) ( 240000BK ) **Primary Location** : UNITED STATES-NC-Charlotte **Organization** : Equitable ... handling meeting coverage requirements; preparing for due diligence meetings; providing wholesaler communication and training; and completing sales analysis + Works… more
- Equitable (Charlotte, NC)
- …emails and webinars within a designated territory. Internal wholesalers partner with an external wholesaler in the field and are responsible for driving activity ... Entry Level Life Internal Wholesaler (Strong Base Salary) ( 240000AH ) **Primary...daily * Clear and defined expectations/plan surrounding partnership with external counterpart in your territory * Achieve over 100%… more
- Guardian Life (Bethlehem, PA)
- …products. Park Avenue Securities is Guardian's broker-dealer and corporate Registered Investment Advisor (RIA), which offers clients an expanded suite of products ... solutions to help them achieve financial well-being. The Internal Wholesaler is an integral part of Park Avenue Securities...gain trust and respect of multiple contingent internal and external partners. + An established sales person, who can… more
- Principal Financial Group (Des Moines, IA)
- **What You'll Do** This role works in partnership with an assigned external wholesaler to generate and manage pipeline, close sales, and develop mutually ... and Green Card for Employment-Based Immigrants (https://www.uscis.gov/green-card/green-card-eligibility/green-card-for-employment-based-immigrants) ** Investment Code of Ethics** For Principal Global… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …through education and experience to work directly with Internal Wholesalers II / External Wholesalers and the Sales Support staff. Assist the Internal Wholesalers in ... analysis and presentation. * Assists in the creation of client proposals, investment policy statements, Mobius, Zephyr and Morningstar reports, etc. as needed. *… 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 ... annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed… more
- Manulife (GA)
- …of America's strongest and most recognized corporate brands. JHIM is looking for an External Wholesaler to engage new and existing clients to drive sales across ... today. **Working Arrangement** Remote **Job Description** **The Opportunity:** John Hancock Investment Management ("JHIM"), a division of Manulife Financial, is a… more
- Aegon Asset Management (Denver, CO)
- …years. We're a leading provider of life insurance, retirement, and investment solutions, serving millions of customers throughout the United States. Transamerica's ... insurance benefits, workplace retirement plans, individual retirement accounts, and investment products , including mutual funds, annuities, stable value solutions,… more
- Aegon Asset Management (CT)
- …years. We're a leading provider of life insurance, retirement, and investment solutions, serving millions of customers throughout the United States. Transamerica's ... insurance benefits, workplace retirement plans, individual retirement accounts, and investment products , including mutual funds, annuities, stable value solutions,… more
- BlackRock (San Francisco, CA)
- …preferred + Minimum 3+ years as an experienced Model, ETF, or mutual fund wholesaler ( external ) + Strong financial services background with knowledge of ... Portfolios and Model Portfolio landscape. + Deliver fiduciary and investment insights through portfolio construction conversations. + Accelerate the...investment trends and advisor practices + Exceptional verbal and… more
- BlackRock (Seattle, WA)
- …CFA preferred + Minimum 5+ years as an experienced ETF or mutual fund wholesaler ( external ) + Strong financial services background with knowledge of ... iShares products and ETF landscape. + Deliver fiduciary and investment insights through portfolio construction conversations. + Accelerate the...investment trends and advisor practices + Exceptional verbal and… more
- Principal Financial Group (Bozeman, MT)
- …CA, AZ, ID, WY). This position partners closely with the Internal Wholesaler within territory for collective success in building RIA relationships. Accountable for ... If you have extensive knowledge of the financial markets, investment products, and building advisor relationships - then this...Prefer at least two years of prior internal or external wholesaling experience and CIMA, CMA, CFA, or CFP… more
- MassMutual (Boston, MA)
- …+ Partner with key account management team, national sales manager, and external wholesalers in the planning, preparation, and execution of virtual and in-person ... in-person events. + Create. manage and track leads for external and internal wholesalers from the CE program. +...practice management content. + Deliver value add content for wholesaler usage. **Minimum Qualification** + Bachelor's Degree or High… 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 ... discretion). You should be willing to adhere to the provisions of our Investment Advisory Code of Ethics related to personal securities activities and other… more
