- 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...and Omaha. This position partners closely with the Internal Wholesaler and Sr. Director within territory for collective success… 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 ... **What You'll Do** We have an opportunity to drive sales activities for Principal Funds Distribution throughout Minnesota,. This position partners closely with… 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:** + ... **What You'll Do** We have two opportunities to drive sales activities for our Institutional Wealth management within the RIA channel throughout either the SE Region… 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 +… more
- Aegon Asset Management (Denver, CO)
- … by proactively and reactively marketing Transamerica as a premier provider of mutual funds , annuities, and insurance products. This is accomplished by ... Job Family Internal Sales About Us At Transamerica, hard work, innovative...with a common goal of increasing company's share of mutual funds , annuity, and insurance marketplace as… 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 ... potential delivery channels to increase the exposure of Commerce Funds + Provide sales support for Commerce...combination of education and experience required + 3+ years mutual funds wholesaling experience preferred + FINRA… more
- Thrivent Financial (Minneapolis, MN)
- …The Investment Consultant's (Internal Wholesaler ) primary responsibility is to drive Thrivent Mutual Funds , ETFs, and Managed Accounts sales through an ... 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 ... to our continued phenomenal growth, we are actively seeking senior, client-facing sales professionals with a proven successful track record of engaging with… 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 ... team development. Assess and determine training needs based on interactions with sales leadership, managerial feedback, and observation of wholesaler activity… more
- Aegon Asset Management (Denver, CO)
- Job Family Internal Sales About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the ... . Job Description Summary Provide support for all internal and external sales efforts on all Transamerica product lines. Job Description Responsibilities + As… more
- Equitable (Charlotte, NC)
- … sales presentations and general business activities designed to promote and sell 1290 Funds mutual fund strategies. This person will also be responsible ... unlock your potential? Equitable is looking for a 1290 Funds Sales Desk National Manager to join...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 ... Representing a full suite of strategies from Model Portfolios, iShares ETFs, and mutual funds to Alternatives, SMAs and sub-advisory relationships USWAs mandate… more
- Janus Henderson Investors (Denver, CO)
- …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, ... + Generate sales ideas and identify new sales opportunities (5%) + Travel with external wholesaler...business relationships Nice to have skills + Knowledge of mutual fund /financial industry products and services +… 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. ... candidates currently residing in Chicago or Minnesota. The Retirement Regional Sales Specialist (RSS) develops and maintains relationships within regionally assigned… 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 ... **About this role** **About this role:** We are actively seeking client-facing sales professionals with a proven successful track record of managing an assigned… 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 ... goals. We are in search of a dynamic, consultative, sales -oriented team member with a genuine passion for the...more user-friendly way + Partner with Client Advisor (external wholesaler ) by being completely aligned on the objectives needed… 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
