- Raymond James Financial, Inc. (Troy, MI)
- …Abilities:** **Knowledge of:** + The securities industry, Insurance products, and asset management products. + Company's working structure, policies, mission, ... End results are evaluated for achieving goals and objectives. Extensive contact with external clients is required to sell financial products and generate revenue for… more
- BlackRock (Princeton, NJ)
- …The Market Sales Partner/Internal Wholesaler partners with our Market Leader/ External Wholesaler to effectively execute a business plan to drive ... day in and day out at the world's largest asset manager? BlackRock is seeking a Market Sales Partner/Internal... manager? BlackRock is seeking a Market Sales Partner/Internal Wholesaler to become part of our US Wealth Advisory… more
- TD Bank (Boston, MA)
- …Description:** The Internal Wholesaling Manager (IWM) is responsible for the direct management of a national team of Internal Wholesalers - Investment and Planning ... is focused on driving overall sales proficiency for investment management , annuities and the adoption and use of Planning...competence + Through initiatives, IWIPS team's efforts grows new asset inflows, NAG and revenue + Focus is on… more
- Wellington (Boston, MA)
- **About Us** **Wellington Management ** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our ... Wealth team. This person will work closely with our regionally based external wholesalers in promoting and selling alternative investment products to financial… more
- JPMorgan Chase (New York, NY)
- JPMorgan Asset Management helps institutional and individual clients from all over the globe meet their financial goals by providing industry leading investment ... Summary:** As an Internal Client Advisor Associate within the Asset Management team, you will be responsible...a more user-friendly way + Partner with Client Advisor ( external wholesaler ) by being completely aligned on… more
- JPMorgan Chase (Los Angeles, CA)
- …Skills and Capabilities:** + 5 years within financial services as an external wholesaler , or having annuity sales experience + Excellent relationship ... consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package… more
- Molson Coors Beverage Company (Fort Worth, TX)
- …This is a highly visible role that will require excellent leadership, time management , creativity and communication skills to achieve long term goals. 1. **Key Job ... Including but not limited to the following: brand prioritization, on-site asset placement, media components, logo placement and maximization, and alignment to… more
- Covr Financial Technologies (Hartford, CT)
- …service to financial advisors and serves as a hybrid role between both an External Wholesaler and Internal Wholesaler position. This role is responsible ... and disability insurance products sold through financial and wealth management advisors, banks, credit unions, RIAs, consumer brands and...and their clients for life insurance, disability income and asset based long term care + Well versed in… more
- T. Rowe Price (San Francisco, CA)
- …to grow, contribute, learn, and make a difference. We are a premier asset manager focused on delivering global investment management excellence and retirement ... serving as the primary sales resource for prospecting and relationship management engagements to segmented Retirement Plan Advisors and B2B Intermediary Sales… more
- BlackRock (Princeton, NJ)
- …The model portfolio landscape is one of the fastest growing areas of the Asset Management Industry and continues to expand at a rapid pace. BlackRock ... with proven relationship building skills + Strong Passion for Asset Management Industry and Capital Markets **Skills...years as an experienced Model, ETF, or mutual fund wholesaler ( external ) + Strong financial services background… more
- The Hartford (Wayne, PA)
- …be expected to establish and maintain open communication with an Advisor Consultant ( external wholesaler ) and work together to help meet or exceed established ... management . Because as much as fund companies and asset managers would like our business to be all...primarily based on analysis of similar positions in the external market. Actual base pay could vary and may… more
- Neuberger Berman (New York, NY)
- …the Advisor Consultant Associate (ACA) is to partner with the Advisor Consultant ( external wholesaler ) to promote and sell Neuberger Berman investment products ... competition, our clients and their firms. + Develop a strategy with external wholesalers to maximize territory coverage; develop and maintain relationships with key… more
- AbbVie (Mettawa, IL)
- …for US Psychiatry franchise, including Vraylar, Emraclidine and future pipeline asset launches within the portfolio. Finance Manager reports to the Associate ... planning to ensure optimal supply of demand. + Using external data sources such as IQUVIA, Payer Mix and... data sources such as IQUVIA, Payer Mix and Wholesaler inventory levels, provide Insights to the business on… more
- Aegon Asset Management (Denver, CO)
- …, including mutual funds, annuities, stable value solutions, as well as investment management services. What We Do Transamerica is organized by lines of business ... Technology). Job Description Summary Provide support for all internal and external sales efforts on all Transamerica product lines. Job Description Responsibilities… more