- Aegon Asset Management (Denver, CO)
- …sales by proactively and reactively marketing Transamerica as a premier provider of mutual funds , annuities, and insurance products. This is accomplished by ... Job Family Internal Sales About Us At Transamerica, hard work,...with a common goal of increasing company's share of mutual funds , annuity, and insurance marketplace as… more
- Equitable (Charlotte, NC)
- Entry Level Mutual Fund Internal Wholesaler (Strong Compensation Package) ( 250000HA ) **Primary Location** : UNITED STATES-NC-Charlotte **Organization** ... potential? This role is dedicated to the distribution of the 1290 retail mutual fund products issued by Equitable to professional financial intermediaries such… more
- Equitable (TX)
- Regional Vice President- Mutual Funds (External Wholesaler ) - TX, OK, AR, LA & MS ( 250000HE ) **Primary Location** : UNITED STATES-TX **Other Locations** : ... to assist in managing territory. Work with and train Internal Wholesaler to work collaboratively with RVP....required. * CIMA, CFA a plus * Knowledge of Mutual Funds and Investment products - previous… more
- BlackRock (San Francisco, CA)
- …financial advisors. Representing a full suite of strategies from iShares ETFs, Alternatives, Mutual Funds to SMAs and sub-advisory relationships USWAs mandate is ... identify, develop, partner on and own client relationships. **Market Sales Partner ( Internal Wholesaler ):** This role partners with our Market Leader/External … more
- Jackson National Life Insurance Company (Nashville, TN)
- …sharing success stories, sales idea positioning and ensuring consistency between External Wholesaler members and Internal Wholesaler members. + Supports ... services experience or 2+ years sales experience in investments, mutual funds , insurance, or annuities required.** **6+...or annuities required.** **6+ months experience as a Senior Internal Wholesaler required for current internal… more
- Manulife (CA)
- …growth potential for the right candidate. **Position Responsibilities:** + Distribution of Mutual Funds , ETFs, 529 plans, UCITS, SMAs, DCIO and Private ... + Develop positive relationships with internal business partners, including assigned Internal Wholesaler and other home office partners. + Efficiently handle… more
- BlackRock (Princeton, NJ)
- …financial advisors. Representing a full suite of strategies from iShares ETFs, Alternatives, Mutual Funds to SMAs and sub-advisory relationships USWAs mandate is ... identify, develop, partner on and own client relationships.** **Hybrid Market Leader/ Wholesaler ** **: responsible for all aspects of client relationship and driving… more
- Equitable (Charlotte, NC)
- …logs, sales presentations and general business activities designed to promote and sell 1290 Funds mutual fund strategies. This person will also be ... Sales Desk Manager- Mutual Funds Team (Strong Compensation Package)...4 licensed Internal Wholesalers + Manage all internal wholesaler daily activity and interaction with… more
- Aegon Asset Management (Denver, CO)
- …supply inventory and proactively assesses timely replacement of materials. + Assists Internal Wholesaler to create, assemble presentation format and ship ... Job Family Internal Sales About Us At Transamerica, hard work,...which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which… more
- Aegon Asset Management (TX)
- …Transamerica's sales and market share. + Manage business in partnership with Internal Wholesaler . + Allocate resources provided by Transamerica Capital, Inc. ... , which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications,… more
- Janus Henderson Investors (Denver, CO)
- …or internal sales role and two years of experience in the mutual fund /financial services industry and/or training; or an equivalent combination of education, ... identify new sales opportunities (5%) + Travel with external wholesaler in the field on a limited basis for...business relationships Nice to have skills + Knowledge of mutual fund /financial industry products and services +… more
- JPMorgan Chase (Columbus, OH)
- …work towards achieving the goals for your territory through successful marketing of our mutual funds , ETFs, and separately managed accounts. This role is ideally ... staying invested, and investing with less emotion. **Job Summary:** As an Internal Client Advisor within our financial advisory team, you will be instrumental… more
- JPMorgan Chase (New York, NY)
- …markets and offering timely solutions. You will play a key role in marketing mutual funds , ETFs, and separately managed accounts in partnership with an External ... invested, staying invested, and investing with less emotion. **Job Summary:** As an Internal Client Advisor Associate within the Asset Management team, you will be… more
- JPMorgan Chase (New York, NY)
- …aim to meet the objectives for your territory through successful marketing of our mutual funds , ETFs, and separately managed accounts. This role is ideally ... by getting invested, staying invested, and investing with less emotion. As an Internal Client Advisor within our financial advisory team, you will assist financial… more
- Principal Financial Group (Minneapolis, MN)
- …and the Upper Peninsula of MI. This position partners closely with the Internal Wholesaler within territory for collective success in growing advisor ... relationships within all channels covering our ETF's, Separately Managed Accounts and Mutual Funds . **Other responsibilities will include:** + Develop, recommend… more
- Principal Financial Group (Washington, DC)
- …Region or the Great Lakes Region. This position partners closely with the Internal Wholesaler within territory for collective success in building RIA ... relationships within the channel covering our ETF's, Separately Managed Accounts, Mutual Funds , Private capabilities. **Other responsibilities will include:** +… more