- Thrivent Financial (MI)
- …as well as assist in some national assignments. The RIC is an external investment wholesaling position. RICs proactively interact with Financial Advisors through ... reside in the Ohio or Michigan area. The Regional Investment Consultant (RIC) is responsible for sales of Thrivent...around focus FR's and firms identifying business opportunities. Manage external rotations to meet sales and activity goals. +… more
- BlackRock (Sumter, SC)
- …of an organization that makes a difference! **Primary Responsibilities** The market leader/ external wholesaler serve as the key contact between BlackRock and ... broker-dealers, private banks, independent advisors, family offices, and Registered Investment Advisors (RIAs). As such, Offshore Wealth has been instrumental… more
- BlackRock (Atlanta, GA)
- …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) ( 24000066 ) **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
- Novo Nordisk (Plainsboro, NJ)
- …to the requirements and conditions + Lead the reporting and analytics of wholesaler data for internal and external use Physical Requirements 0-10% overnight ... works closely across the organization to guide enterprise-wide resource allocations, investment choices, drive core operations and develop insights to drive growth… 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
- Equitable (Los Angeles, CA)
- …that will help unlock your potential? The Regional Vice President - External Wholesaler will develop and manage consultative relationships with existing ... assist in managing territory. Work with and train Internal Wholesaler to work collaboratively with RVP. + Use Salesforce...Candidate must be able to identify, create and implement investment sales opportunities to attain stated sales goals. +… more
- University of Michigan (Ann Arbor, MI)
- …relationships.Serves as an executive sponsor of key vendors including our Drug Wholesaler , external 340B Claims & Audit partners, legislative and regulatory ... capture and optimization of clinic workflow. Maintains relationships with external partners including PBMs, Pharmaceutical Manufacturers, Government Relations, and… 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
- Principal Financial Group (Phoenix, AZ)
- …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
- 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
- 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