- Principal Financial Group (Kansas City, MO)
- …Des Moines, Kansas City and Omaha. This position partners closely with the Internal Wholesaler and Sr. Director within territory for collective success in ... relationships within all channels covering our ETF's, Separately Managed Accounts and Mutual Funds . **Other responsibilities will include:** + Develop, recommend… more
- Principal Financial Group (Minneapolis, MN)
- …Funds Distribution throughout Minnesota,. This position partners closely with the Internal Wholesaler within territory for collective success in growing ... relationships within all channels covering our ETF's, Separately Managed Accounts and Mutual Funds . **Other responsibilities will include:** + Develop, recommend… more
- Principal Financial Group (Indianapolis, IN)
- …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
- 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 Funds Internal Wholesaler (Strong Compensation Package) ( 250000HA ) **Primary Location** : UNITED STATES-NC-Charlotte ... potential? This role is dedicated to the distribution of the 1290 retail mutual fund products issued by Equitable to professional financial intermediaries such… more
- Thrivent Financial (Minneapolis, MN)
- …they want today-and tomorrow. Job Summary The Investment Consultant's ( Internal Wholesaler ) primary responsibility is to drive Thrivent Mutual Funds , ... contacts, email, and conference calls. + Utilize extensive Thrivent Mutual Funds , ETFs, and Managed Accounts product...engaging other internal departments to understand Thrivent Funds internal strategies. + Provide leads and… more
- BlackRock (Atlanta, GA)
- …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
- 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
- Aegon Asset Management (Denver, CO)
- …and product knowledge in specialty areas based on business need (eg retirement, mutual fund , annuity, life, employee benefits) + Knowledge of adult learning ... , which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications,… 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
- 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 ... 3rd Party Advisors, consultants & Equitable wholesalers selling 1290 Funds retail mutual funds . This...4 licensed Internal Wholesalers + Manage all internal wholesaler daily activity and interaction with… 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 (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 (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)
- …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
- T. Rowe Price (Baltimore, MD)
- …conventional forms of communication. The incumbent advocates on behalf of the firm's internal mutual fund policies providing investment reviews to ... strategy, product, and distribution structure. The function is benchmarked on internal and third-party satisfaction ratings, net new flows, new wins, call-profiling… more
