- Principal Financial Group (Kansas City, MO)
- …relationships within all channels covering our ETF's, Separately Managed Accounts and Mutual Funds . **Other responsibilities will include:** + Develop, recommend ... **What You'll Do** This role drives sales activities for Principal Funds Distribution throughout Des Moines, Kansas City and Omaha. This position partners closely… more
- Principal Financial Group (Minneapolis, MN)
- …relationships within all channels covering our ETF's, Separately Managed Accounts and Mutual Funds . **Other responsibilities will include:** + Develop, recommend ... Do** We have an opportunity to drive sales activities for Principal Funds Distribution throughout Minnesota,. This position partners closely with the Internal … more
- Principal Financial Group (Indianapolis, IN)
- …relationships within the channel covering our ETF's, Separately Managed Accounts, Mutual Funds , Private capabilities. **Other responsibilities will include:** + ... Great Lakes Region. This position partners closely with the Internal Wholesaler within territory for collective success in building RIA relationships. Accountable… more
- Aegon Asset Management (Denver, CO)
- …sales by proactively and reactively marketing Transamerica as a premier provider of mutual funds , annuities, and insurance products. This is accomplished by ... Presidents (RVP) with a common goal of increasing company's share of mutual funds , annuity, and insurance marketplace as well as visibility of Transamerica's… more
- Equitable (Charlotte, NC)
- Entry Level Mutual Funds Internal Wholesaler ...is dedicated to the distribution of the 1290 retail mutual fund products issued by Equitable to ... handling meeting coverage requirements; preparing for due diligence meetings; providing wholesaler communication and training; and completing sales analysis + Works… more
- Commerce Bank (Kansas City, MO)
- …of the compensation range for some roles. This compensation range is for the Commerce Mutual Funds Wholesaler job and contemplates a wide range of factors ... degree or equivalent combination of education and experience required + 3+ years mutual funds wholesaling experience preferred + FINRA Series 6 and 63 required +… more
- Thrivent Financial (Minneapolis, MN)
- …Investment Consultant's (Internal Wholesaler ) primary responsibility is to drive Thrivent Mutual Funds , ETFs, and Managed Accounts sales through an increased ... leveraging phone contacts, email, and conference calls. + Utilize extensive Thrivent Mutual Funds , ETFs, and Managed Accounts product knowledge, competitive… more
- BlackRock (Atlanta, GA)
- …financial advisors. Representing a full suite of strategies from iShares ETFs, Alternatives, Mutual Funds to SMAs and sub-advisory relationships USWAs mandate is ... across the entire breadth of each of BlackRock's solution sets (ETFs, Mutual Funds , SMA, Alternatives, Models). **Primary Responsibilities:** + Develop deep… more
- BlackRock (Princeton, NJ)
- …financial advisors. Representing a full suite of strategies from iShares ETFs, Alternatives, Mutual Funds to SMAs and sub-advisory relationships USWAs mandate is ... identify, develop, partner on and own client relationships.** **Hybrid Market Leader/ Wholesaler ** **: responsible for all aspects of client relationship and driving… more
- Aegon Asset Management (Denver, CO)
- …and product knowledge in specialty areas based on business need (eg retirement, mutual fund , annuity, life, employee benefits) + Knowledge of adult learning ... on interactions with sales leadership, managerial feedback, and observation of wholesaler activity and performance. Conduct ongoing evaluation of the effectiveness… more
- BlackRock (Atlanta, GA)
- …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
- Aegon Asset Management (Denver, CO)
- …proactively assesses timely replacement of materials. + Assists Internal Wholesaler to create, assemble presentation format and ship hypothetical/illustrations to ... reps in a timely manner + Provides Concierge Service, collecting information and completing sales applications/paperwork and/or assisting with order entry process for approved partner firm's advisers. Qualifications + High School education or GED equivalent… more
- Equitable (Charlotte, NC)
- …logs, sales presentations and general business activities designed to promote and sell 1290 Funds mutual fund strategies. This person will also be ... 3rd Party Advisors, consultants & Equitable wholesalers selling 1290 Funds retail mutual funds . This...also possess knowledge of investment products and strategies, the mutual fund industry, and advisory platform marketplace,… more
- Janus Henderson Investors (Denver, CO)
- …client support or internal sales role and two years of experience in the mutual fund /financial services industry and/or training; or an equivalent combination of ... identify new sales opportunities (5%) + Travel with external wholesaler in the field on a limited basis for...business relationships Nice to have skills + Knowledge of mutual fund /financial industry products and services +… more
- BlackRock (Boston, MA)
- …a full suite of strategies from Model Portfolios, iShares ETFs, and mutual funds to Alternatives, SMAs, and sub-advisory relationships. USWAs mandate ... elements: 1. In partnership with a Defined Contribution Consultant (External Wholesaler ) drive deeper commercial results and expand relationships with the largest… more
- JPMorgan Chase (New York, NY)
- …markets and offering timely solutions. You will play a key role in marketing mutual funds , ETFs, and separately managed accounts in partnership with an External ... 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 (Columbus, OH)
- …work towards achieving the goals for your territory through successful marketing of our mutual funds , ETFs, and separately managed accounts. This role is ideally ... in a more user-friendly way. + Partner with the Client Advisor (external wholesaler ) by being completely aligned on the objectives needed to achieve the territory's… more
- JPMorgan Chase (New York, NY)
- …aim to meet the objectives for your territory through successful marketing of our mutual funds , ETFs, and separately managed accounts. This role is ideally ... 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
- T. Rowe Price (Baltimore, MD)
- …of communication. The incumbent advocates on behalf of the firm's internal mutual fund policies providing investment reviews to sophisticated audiences. ... with other key TPD stakeholders in developing advisor and platform wholesaler engagement themes/campaigns. The incumbent collaborates with the Head of Retirement,… more
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