- 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 ... Thrivent Mutual Funds , ETFs and Thrivent Managed Portfolio's in client investment and retirement strategies. They achieve this by mastering and utilizing extensive… more
- Jackson National Life Insurance Company (Nashville, TN)
- …partnership with External Wholesalers and Internal Wholesalers, the Hybrid Product Wholesaler (HPW) is responsible for developing and implementing a business plan ... success stories, sales idea positioning and ensuring consistency between External Wholesaler members and Internal Wholesaler members. + Supports conferences… more
- Jackson National Life Insurance Company (Nashville, TN)
- …to Workday and apply through Jobs Hub._** **Job Purpose** **The Internal Wholesaler Training Program provides a highly motivated individual with an opportunity to ... fit into a client's overall financial planning and retirement strategy. The Internal Wholesaler Training Program is designed to help an individual develop the skills… more
- Jackson National Life Insurance Company (Nashville, TN)
- …to Workday and apply through Jobs Hub._** **Job Purpose** **The Internal Wholesaler Associate provides a highly motivated individual with an opportunity to learn ... successfully completing Jackson's product training, working on projects entailing: Investment research, building sales presentations, territory management, and creating… 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
- BlackRock (San Francisco, CA)
- …broker-dealers, private banks, independent advisors, family offices, and Registered Investment Advisors (RIAs). As such, Offshore Wealth has been instrumental ... in solidifying BlackRock's position as a leading provider of investment solutions for the international clients in the Americas. The team has 20+ colleagues between… 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
- Lincoln Financial (Houston, TX)
- …opportunity. **Requisition #:** 74351 **The Role at a Glance** As an External wholesaler for MoneyGuard Insurance you will develop, direct, implement, and maintain a ... and close attention to detail is necessary to determine proper processing of investment documents + Effective verbal and written communication skills + Skill in… 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
- JPMorgan Chase (New York, NY)
- …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 user-friendly way + Partner with Client Advisor (external wholesaler ) by being completely aligned on the objectives needed...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- Anheuser-Busch (St. Louis, MO)
- …wholesalers and internal partners and ensuring alignment between company and customer ( wholesaler ) objectives in the Central Texas region. Build strategies to drive ... Director, Trade Marketing Manager, and other internal teams, along with wholesaler teams on all issues and sales opportunities; including: merchandising, marketing,… more
- The Hartford (Wayne, PA)
- …to establish and maintain open communication with an Advisor Consultant (external wholesaler ) and work together to help meet or exceed established sales goals, ... individual execution metrics, as well as firm objectives. *This position will adhere to Hartford Funds' sales desk hybrid work model, in which employees are expected to work in our Wayne, PA office location 4 days per week (Mondays, Tuesdays, Wednesdays, and… more
- Jackson National Life Insurance Company (Nashville, TN)
- …Consultant will partner with Jackson distribution personnel and Registered Investment Advisor (RIA) and Broker/Dealer representative partners to provide field ... will maximize the use of time through virtual training and, at the wholesaler 's request, field training. + Proactively partners with the subject matter experts (SME)… 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
- Manulife (Atlanta, GA)
- …Sales Consultant works as a member of a team composed of a wholesaler and relationship manager who are responsible for educating financial advisors on retirement ... + Establish and maintain relationships with Financial Advisors and Registered Investment Advisors. + Partner with a Regional Vice President in the… more
- BlackRock (Boston, MA)
- …the growth of BlackRock retirement product solutions spanning LifePath, Collective Investment Trusts, Co-Manufactured Products and MF solutions. The scope of their ... elements: 1. In partnership with a Defined Contribution Consultant (External Wholesaler ) drive deeper commercial results and expand relationships with the largest… more
- BlackRock (Seattle, WA)
- …all aspects of an advisor's business. + Deliver fiduciary and investment insights through portfolio construction conversations. + Be consultative business partners ... plus) + Minimum 5+ years as an experienced mutual fund or ETF wholesaler (hybrid / external), preferably with Wirehouse Broker-Dealers + Strong financial services… more
- JPMorgan Chase (New York, NY)
- …all over the globe meet their financial goals by providing industry leading investment solutions. Our wide array of financial strategies - equity, fixed income, cash ... skills, and derive satisfaction from helping others achieve their investment goals. We are in search of a dynamic,...more user-friendly way + Partner with Client Advisor (external wholesaler ) by being completely aligned on the objectives needed… 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
- JPMorgan Chase (Columbus, OH)
- …around the globe meet their financial goals by providing industry-leading investment solutions. Our wide array of financial strategies-equity, fixed income, cash ... about making a significant impact in helping others achieve their investment goals. **Job Responsibilities:** + Develop strong relationships with top-tier clients… more