• Internal Wholesaler - Mutual Funds

    Equitable (Charlotte, NC)
    Internal Wholesaler - Mutual Funds ( 24000021 ) **Primary Location** : UNITED STATES-NC-Charlotte **Organization** : Equitable **Schedule** : Full-time ... Equitable to professional financial intermediaries such as broker-dealers, banks, independent financial planners, and Equitable Advisors, the company's retail… more
    Equitable (04/27/24)
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  • Regional Associate

    Aristotle Capital Management (Newport Beach, CA)
    …Regional Associate will be responsible for partnering with their external wholesaler (s) to develop new and maintain existing relationships with financial advisors ... performance. What You Will Do: + Partner with external wholesaler (s) to drive sales and market share in the...analysis and other research tools to strategically leverage our product offerings. + Continually build and maintain a working… more
    Aristotle Capital Management (03/03/24)
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  • Associate, US Wealth Advisory Model Specialist

    BlackRock (San Francisco, CA)
    …the largest and fastest growing firms. (2) As a sole practitioner and independent business owner covering a specific territory, identify and drive Model Sales ... our clients and deploy the appropriate resources. + Partner with portfolio solutions, product strategists, and Centers of Influence in the territory to deliver the… more
    BlackRock (04/26/24)
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