- MassMutual (Chicago, IL)
- …of our clients. We are seeking a Regional Managing Director - US Wealth ( External Wholesaler ) MassMutual Investments is a rapidly growing area of the ... **The Opportunity** MassMutual Investments is a diversified multi-manager investment platform focused on the retirement and wealth management channels. We leverage… more
- BlackRock (Boston, MA)
- …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) ( 2400007Q ) **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
- JPMorgan Chase (Chicago, IL)
- …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
- Guardian Life (New York, NY)
- …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
- Principal Financial Group (Des Moines, IA)
- **What You'll Do** This role works in partnership with an assigned external wholesaler to generate and manage pipeline, close sales, and develop mutually ... and Green Card for Employment-Based Immigrants (https://www.uscis.gov/green-card/green-card-eligibility/green-card-for-employment-based-immigrants) ** Investment Code of Ethics** For Principal Global… 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
- Aristotle Capital Management (Newport Beach, CA)
- …our team. The Regional Associate will be responsible for partnering with their external wholesaler (s) to develop new and maintain existing relationships with ... Beach, Boston and Sarasota, Aristotle is a majority employee-owned investment management organization that specializes in equity and fixed...and performance. What You Will Do: + Partner with external wholesaler (s) to drive sales and market… 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
- BlackRock (San Francisco, CA)
- …preferred + Minimum 3+ years as an experienced Model, ETF, or mutual fund wholesaler ( external ) + Strong financial services background with knowledge of ... Portfolios and Model Portfolio landscape. + Deliver fiduciary and investment insights through portfolio construction conversations. + Accelerate the...investment trends and advisor practices + Exceptional verbal and… more
- MassMutual (Boston, MA)
- …+ Partner with key account management team, national sales manager, and external wholesalers in the planning, preparation, and execution of virtual and in-person ... in-person events. + Create. manage and track leads for external and internal wholesalers from the CE program. +...practice management content. + Deliver value add content for wholesaler usage. **Minimum Qualification** + Bachelor's Degree or High… 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