- Equitable (Charlotte, NC)
- Internal Wholesaler - Mutual Funds (...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
- BlackRock (Princeton, NJ)
- …**Qualifications:** + BA/BS degree or equivalent experience required + 2+ years of experience in mutual fund or brokerage industry required + Series 7 & 66 (63 & ... at the world's largest asset manager? BlackRock is seeking a Market Sales Partner/Internal Wholesaler to become part of our US Wealth Advisory (USWA) team. Our USWA… more
- MassMutual (Chicago, IL)
- …Qualifications** + Bachelor's Degree + 5+ years of external sales experience at a mutual fund distributor or asset management firm + 1+ years of experience ... clients. We are seeking a Regional Managing Director - US Wealth (External Wholesaler ) MassMutual Investments is a rapidly growing area of the organization. You'll… more
- Aegon Asset Management (Denver, CO)
- …workplace retirement plans, individual retirement accounts, and investment products , including mutual funds , annuities, stable value solutions, as well as ... We Do Transamerica is organized by lines of business (Life Insurance, Annuities, Mutual Funds , Retirement Plans, and Employee Benefits), which are supported by… more
- Aegon Asset Management (WA)
- …workplace retirement plans, individual retirement accounts, and investment products , including mutual funds , annuities, stable value solutions, as well as ... We Do Transamerica is organized by lines of business (Life Insurance, Annuities, Mutual Funds , Retirement Plans, and Employee Benefits), which are supported by… more
- BlackRock (San Francisco, CA)
- …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
- BlackRock (Seattle, WA)
- …+ CIMA or CFA preferred + Minimum 5+ years as an experienced ETF or mutual fund wholesaler (external) + Strong financial services background with knowledge ... advisors. Representing a full suite of strategies from iShares ETFs and mutual funds to Alternatives, SMAs, USWA's mandate is to deliver One BlackRock to… more
- Aegon Asset Management (Denver, CO)
- …workplace retirement plans, individual retirement accounts, and investment products , including mutual funds , annuities, stable value solutions, as well as ... We Do Transamerica is organized by lines of business (Life Insurance, Annuities, Mutual Funds , Retirement Plans, and Employee Benefits), which are supported by… more
- Manulife (GA)
- …offers significant growth potential for the right candidate. **Responsibilities** + Distribution of Mutual Funds , ETFs, 529 plans, UCITS, SMAs, DCIO and Private ... recognized corporate brands. JHIM is looking for an External Wholesaler to engage new and existing clients to drive...assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We… more
- Principal Financial Group (Bozeman, MT)
- …relationships within the channel covering our ETF's, Separately Managed Accounts, Mutual Funds , Private capabilities. **Other responsibilities will include:** + ... CA, AZ, ID, WY). This position partners closely with the Internal Wholesaler within territory for collective success in building RIA relationships. Accountable for… more
- Aegon Asset Management (Denver, CO)
- …workplace retirement plans, individual retirement accounts, and investment products , including mutual funds , annuities, stable value solutions, as well as ... We Do Transamerica is organized by lines of business (Life Insurance, Annuities, Mutual Funds , Retirement Plans, and Employee Benefits), which are supported by… 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
- Guardian Life (New York, NY)
- …etc.). + Thorough knowledge of Broker/Dealer products including; Advisory platforms, Mutual Funds , Variable Annuities, Fixed and Index Annuities, Stocks, ... presentations to registered FRs. + Document Field interactions in wholesaler CRM. **You are:** + Self-motivated and can adapt...mind, body, and wallet. As one of the largest mutual insurance companies, we put our customers first. Behind… more
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