- Equitable (Charlotte, NC)
- Internal Wholesaler - Mutual Funds (...is dedicated to the distribution of the 1290 retail mutual fund products issued by Equitable to ... handling meeting coverage requirements; preparing for due diligence meetings; providing wholesaler communication and training; and completing sales analysis + Works… more
- Thrivent Financial (MI)
- …Job Responsibilities and Duties + Drive sales and market share growth of Thrivent Mutual Funds and Managed Portfolio. Help drive increase in Thrivent unique new ... relationships. + Demonstrate excellent knowledge/expertise of Thrivent Mutual Funds and Managed Portfolios products/strategies/technical tools through the… more
- BlackRock (Atlanta, GA)
- …**Qualifications:** + BA/BS degree or equivalent experience required + 2+ years of experience in mutual fund or brokerage industry required + Series 7 & 66 (63 & ... 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
- BlackRock (Sumter, SC)
- …and drive results across the entire breadth of BlackRock's solutions (ETF, Mutual Funds , SMA, Alternatives, Models). The geography for this position ... Drive sales through mastery of BlackRock investment solutions, including Alternatives, Mutual Funds , ETFs, SMAs, and portfolio solutions. **Position… more
- Equitable (Los Angeles, CA)
- Regional Vice President- Mutual Funds (CA, OR, WA, NV, ID & MT) ( 240000BS ) **Primary Location** : UNITED STATES-CA-Los Angeles **Other Locations** : UNITED ... unlock your potential? The Regional Vice President - External Wholesaler will develop and manage consultative relationships with existing...Series 6 or 7 and 63. + Knowledge of Mutual Funds and Investment products - previous… more
- BlackRock (Seattle, WA)
- …+ CIMA or CFA preferred + Minimum 5+ years as an experienced ETF or mutual fund wholesaler (external) + Strong financial services background with knowledge ... advisors. Representing a full suite of strategies from iShares ETFs and mutual funds to Alternatives, SMAs, USWA's mandate is to deliver One BlackRock to… more
- Aegon Asset Management (Denver, CO)
- …workplace retirement plans, individual retirement accounts, and investment products , including mutual funds , annuities, stable value solutions, as well as ... We Do Transamerica is organized by lines of business (Life Insurance, Annuities, Mutual Funds , Retirement Plans, and Employee Benefits), which are supported by… more
- Aegon Asset Management (WA)
- …workplace retirement plans, individual retirement accounts, and investment products , including mutual funds , annuities, stable value solutions, as well as ... We Do Transamerica is organized by lines of business (Life Insurance, Annuities, Mutual Funds , Retirement Plans, and Employee Benefits), which are supported by… more
- Aegon Asset Management (Denver, CO)
- …workplace retirement plans, individual retirement accounts, and investment products , including mutual funds , annuities, stable value solutions, as well as ... We Do Transamerica is organized by lines of business (Life Insurance, Annuities, Mutual Funds , Retirement Plans, and Employee Benefits), which are supported by… more
- Principal Financial Group (Charlotte, NC)
- …of advisors not actively covered. You will master sales stories of some of the top Mutual Funds & ETFs in the industry, and use that knowledge to help broaden ... **What You'll Do** We're looking for a Sr. Wealth Sales Specialist (hybrid wholesaler ) to join our Principal Asset Management team. This role works collaboratively… more
- Principal Financial Group (Houston, TX)
- …wirehouses and independent firms covering our ETF's, Separately Managed Accounts and Mutual Funds . **Other responsibilities will include:** + Develop, recommend ... **What You'll Do** This role drives sales activities for Principal Funds Distribution throughout Houston, TX and all of Louisiana. This position partners closely… more
- Principal Financial Group (Phoenix, AZ)
- …relationships within the channel covering our ETF's, Separately Managed Accounts, Mutual Funds , Private capabilities. **Other responsibilities will include:** + ... CA, AZ, ID, WY). This position partners closely with the Internal Wholesaler within territory for collective success in building RIA relationships. Accountable for… more
- Janus Henderson Investors (Denver, CO)
- …client support or internal sales role and two years of experience in the mutual fund /financial services industry and/or training; or an equivalent combination of ... 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
- Guardian Life (New York, NY)
- …etc.). + Thorough knowledge of Broker/Dealer products including; Advisory platforms, Mutual Funds , Variable Annuities, Fixed and Index Annuities, Stocks, ... presentations to registered FRs. + Document Field interactions in wholesaler CRM. **You are:** + Self-motivated and can adapt...mind, body, and wallet. As one of the largest mutual insurance companies, we put our customers first. Behind… more