• Internal Wholesaler - Market Sales Partner

    BlackRock (Princeton, NJ)
    …The Market Sales Partner/Internal Wholesaler partners with our Market Leader/ External Wholesaler to effectively execute a business plan to drive ... asset manager? BlackRock is seeking a Market Sales Partner/Internal Wholesaler to become part of our US Wealth Advisory...equivalent experience required + 2+ years of experience in mutual fund or brokerage industry required +… more
    BlackRock (08/02/24)
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  • Sales Desk Assistant ( Mutual Funds

    Aegon Asset Management (Denver, CO)
    …workplace retirement plans, individual retirement accounts, and investment products , including mutual funds , annuities, stable value solutions, as well as ... is organized by lines of business (Life Insurance, Annuities, Mutual Funds , Retirement Plans, and Employee Benefits),...Job Description Summary Provide support for all internal and external sales efforts on all Transamerica product lines. Job… more
    Aegon Asset Management (09/10/24)
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  • Associate, US Wealth Advisory Model Specialist

    BlackRock (Princeton, NJ)
    …+ CIMA or CFA preferred + Minimum 3+ years as an experienced Model, ETF, or mutual fund wholesaler ( external ) + Strong financial services background with ... a full suite of strategies from Model Portfolios, iShares ETFs, and mutual funds to Alternatives, SMAs and sub-advisory relationships USWAs mandate is to deliver… more
    BlackRock (08/22/24)
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  • 529 Specialist

    Manulife (AZ)
    …and log sales and successes. + Build networks and relationships with internal and external wholesaler partners to meet or exceed business objectives. + Handle ... **The Opportunity:** The 529 Wholesaler is responsible for the distribution of John...+ Demonstrated knowledge of 529 college savings plans and mutual funds . + Excellent communication and presentation… more
    Manulife (09/21/24)
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  • Internal Sales Consultant

    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 ... 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,… more
    Janus Henderson Investors (08/22/24)
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  • Retirement, Regional Sales Specialist - CA or AZ

    T. Rowe Price (San Francisco, CA)
    …of communication. The incumbent advocates on behalf of the firm's internal mutual fund policies providing investment reviews to sophisticated audiences. ... coverage within a specified region. The RSS serves primarily in an external capacity and maintains ownership of cultivating relationships with regionally segmented… more
    T. Rowe Price (07/30/24)
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  • Asset Management, Internal Client Advisor…

    JPMorgan Chase (New York, NY)
    …capital markets and offering timely solutions. You will play a key role in marketing mutual funds , ETFs, and separately managed accounts in partnership with an ... advisors in a more user-friendly way + Partner with Client Advisor ( external wholesaler ) by being completely aligned on the objectives needed to achieve the… more
    JPMorgan Chase (08/17/24)
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