- 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 (TX)
- Regional Vice President- Mutual Funds (External Wholesaler ) - TX, OK, AR, LA & MS ( 250000HE ) **Primary Location** : UNITED STATES-TX **Other Locations** : ... unlock your potential? The Regional Vice President - External Wholesaler will develop and manage consultative relationships with existing...required. * CIMA, CFA a plus * Knowledge of Mutual Funds and Investment products - previous… more
- Equitable (Charlotte, NC)
- Entry Level Mutual Fund Internal Wholesaler (Strong Compensation Package) ( 250000HA ) **Primary Location** : UNITED STATES-NC-Charlotte **Organization** : ... potential? This role is dedicated to the distribution of the 1290 retail mutual fund products issued by Equitable to professional financial intermediaries such… 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 (OH)
- …area The Regional Investment Consultant (RIC) is responsible for sales of Thrivent Mutual Funds , ETFs and Thrivent Managed Portfolios. Position will provide ... Financial and lnvestment Representatives. The RIC is an external mutual fund wholesaling position. RICs proactively interact...email and virtual presentations as needed to position Thrivent Mutual Funds , ETFs and Thrivent Managed… more
- Jackson National Life Insurance Company (Nashville, TN)
- …years of financial services experience or 2+ years sales experience in investments, mutual funds , insurance, or annuities required.** **6+ months experience as a ... partnership with External Wholesalers and Internal Wholesalers, the Hybrid Product Wholesaler (HPW) is responsible for developing and implementing a business plan… more
- BlackRock (San Francisco, CA)
- …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
- Manulife (CA)
- …growth potential for the right candidate. **Position Responsibilities:** + Distribution of Mutual Funds , ETFs, 529 plans, UCITS, SMAs, DCIO and Private ... strongest and most recognized corporate brands. We are looking for an External Wholesaler to engage new and existing clients to drive sales across the entire… 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
- 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 ... Sales Desk Manager- Mutual Funds Team (Strong Compensation Package)...also possess knowledge of investment products and strategies, the mutual fund industry, and advisory platform marketplace,… 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
- Aegon Asset Management (TX)
- …sales and market share. + Manage business in partnership with Internal Wholesaler . + Allocate resources provided by Transamerica Capital, Inc. + Participate in ... Transamerica national and summer sales conferences, bi-annual regional sales meetings, training, and sales meetings as required. + Stay compliant in accordance with Transamerica Capital, Inc. rules, policies and procedures. + Stay current on Transamerica… 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 ... You'll Do** We have two opportunities to drive sales activities for Principal Funds Distribution throughout either the Dakotas and Minnesota or WI and the Upper… more
- Principal Financial Group (Washington, DC)
- …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
- 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
- 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)
- …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 (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
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