- CNL Financial Group (Orlando, FL)
- …is responsible for the sales of the CNL Securities Corp. distributed investment products through registered representatives and broker/dealers, and to raise capital ... for various alternative investment offerings. THIS POSITION WILL SUPPORT THE DC, DE,...campaigns and marketing plans for CNL Securities Corp. distributed investment products. Create and deliver effective sales presentations to… more
- Staffing in Motion (Atlanta, GA)
- …you and any dependents and 401k matching Requirements: 7+ years' experience working as an Investment Advisor or External Wholesaler or similar role & a ... willing to have a discussion about moving over their investment portfolio. Home Office: The firm covers all home...strong track record of success in sales and bringing in new investment assets to the… more
- Yoh Services LLC (New York, NY)
- …the primary point of contact for sales and service inquiries. Generate alternative investment product sales in partnership with external sales partner Become an ... and CAIA charter holders are preferred Our client is seeking an Alternative Investment Sales Specialist for the distribution partnership with one of its largest… more
- Guggenheim Investments (New York, NY)
- …territory plan to ensure achievement of assigned sales goal Follow-up on external wholesaler appointments, conference leads and referrals of qualified ... from financial intermediaries in a timely and accurate manner Partner with external wholesalers to provide scheduling and sales support; execute on… more
- Thrivent Financial (OH)
- **Must reside in Ohio or Michigan area The Regional Investment Consultant (RIC) is responsible for sales of Thrivent Mutual Funds, ETFs and Thrivent Managed ... assignments to Financial and lnvestment Representatives. The RIC is an external mutual fund wholesaling position. RICs proactively interact with Financial… more
- BlackRock (San Francisco, CA)
- …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
- Janus Henderson Investors (New York, NY)
- …management responsibilities for assigned territory + Meet with clients to present investment reviews, discuss investment strategies, and to identify and respond ... of clients + May supervise and oversee work activities of internal wholesaler position in assigned channel if appropriate, including evaluating performance and… more
- Lincoln Financial (Houston, TX)
- …this opportunity. **Requisition #:** 74351 **The Role at a Glance** As an External wholesaler for MoneyGuard Insurance you will develop, direct, implement, and ... a business plan to achieve sales and growth goals for your assigned external wholesale area(s) of responsibility. You will build, enhance, and direct the… more
- Jackson National Life Insurance Company (Nashville, TN)
- …- regularly sharing success stories, sales idea positioning and ensuring consistency between External Wholesaler members and Internal Wholesaler members. + ... with External Wholesalers and Internal Wholesalers, the Hybrid Product Wholesaler (HPW) is responsible for developing and implementing a business plan to… more
- BlackRock (Chicago, IL)
- …identify, develop, partner on and own client relationships.** **Hybrid Market Leader/ Wholesaler ** **: responsible for all aspects of client relationship and driving ... all aspects of an advisor's business** **Deliver fiduciary and investment insights through portfolio construction conversations** **Be consultative business partners… more
- JPMorgan Chase (New York, NY)
- …to financial advisors in a more user-friendly way + Partner with Client Advisor ( external wholesaler ) by being completely aligned on the objectives needed to ... all over the globe meet their financial goals by providing industry leading investment solutions. Our wide array of financial strategies - equity, fixed income, cash… 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
- Jackson National Life Insurance Company (Nashville, TN)
- …understanding of the securities "wholesale" distribution process. + Prior internal or external wholesaler experience preferred with strong consideration given to ... Consultant will partner with Jackson distribution personnel and Registered Investment Advisor (RIA) and Broker/Dealer representative partners to provide field… more
- T. Rowe Price (Baltimore, MD)
- …asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset ... Plan Advisors and B2B Intermediary Sales Professionals in the defined contribution investment only (DCIO) distribution channel along with our insurance partners on… more
- Aegon Asset Management (Denver, CO)
- …of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. ... of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of… more
- BlackRock (Boston, MA)
- …three core elements: 1. In partnership with a Defined Contribution Consultant ( External Wholesaler ) drive deeper commercial results and expand relationships with ... the growth of BlackRock retirement product solutions spanning LifePath, Collective Investment Trusts, Co-Manufactured Products and MF solutions. The scope of their… more
- BlackRock (Seattle, WA)
- …a plus) + Minimum 5+ years as an experienced mutual fund or ETF wholesaler (hybrid / external ), preferably with Wirehouse Broker-Dealers + Strong financial ... aspects of an advisor's business. + Deliver fiduciary and investment insights through portfolio construction conversations. + Be consultative...services background with knowledge of investment trends and advisor practices + Exceptional verbal and… more
- JPMorgan Chase (New York, NY)
- …to financial advisors in a more user-friendly way + Partner with Client Advisor ( external wholesaler ) by being completely aligned on the objectives needed to ... globe meet their financial goals by providing industry leading investment solutions. Our wide array of financial strategies -...skills, and derive satisfaction from helping others achieve their investment goals. We are in search of a dynamic,… more
- JPMorgan Chase (Columbus, OH)
- …financial advisors in a more user-friendly way. + Partner with the Client Advisor ( external wholesaler ) by being completely aligned on the objectives needed to ... around the globe meet their financial goals by providing industry-leading investment solutions. Our wide array of financial strategies-equity, fixed income, cash… more
- Wellness Pet Company (Humble, TX)
- …MSO groups, driving growth, market penetration, and brand advocacy. Manage trade investment with a clear focus on measurable ROI for activations. Build collaborative ... relationships with MSOs, buying groups, and wholesalers. Build JBPs and direct investment towards growth and excellence in store execution in a multi-tiered… more
