- 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
- Aegon Asset Management (Denver, CO)
- …workplace retirement plans, individual retirement accounts, and investment products , including mutual funds , annuities, stable value solutions, as well as ... Job Family Internal Sales About Us At Transamerica, hard work,...is organized by lines of business (Life Insurance, Annuities, Mutual Funds , Retirement Plans, and Employee Benefits),… more
- BlackRock (Atlanta, GA)
- …out 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. ... collaborative culture + 401k matching **Primary Responsibilities:** The Market Sales Partner/ Internal Wholesaler partners with our Market Leader/External … more
- JPMorgan Chase (Chicago, IL)
- …invested, staying invested, and investing with less emotion. **Job Summary:** As an Internal Client Advisor ( internal wholesaler ), your responsibility will ... and offering timely solutions. Your passion for financial markets also involves marketing mutual funds , ETFs, and separately managed accounts in partnership with… more
- Jackson National Life Insurance Company (Nashville, TN)
- … funds , insurance, or annuities preferred.** **Jackson Level 3 Internal Wholesaler experience preferred.** **Experience in marketing investments, annuities, ... sharing success stories, sales idea positioning and ensuring consistency between External Wholesaler pod members and Internal Wholesaler pod members.… 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 ... Job Family Internal Sales About Us At Transamerica, hard work,...is organized by lines of business (Life Insurance, Annuities, Mutual Funds , Retirement Plans, and Employee Benefits),… 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 ... is organized by lines of business (Life Insurance, Annuities, Mutual Funds , Retirement Plans, and Employee Benefits),...and market share. + Manage business in partnership with Internal Wholesaler . + Allocate resources provided by… 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, ... 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
- Equitable (Charlotte, NC)
- …fund list database, ensuring funds available on Performance Center are current with funds offered in GR mutual fund based product; manage approx. 6 to ... 8 specific fund lists of approx. 30 funds each...Data Analytics Organization and other enterprise partners 5. Manage Wholesaler productivity toolset and their integrations with Sales Force… more
- Manulife (GA)
- …offers significant growth potential for the right candidate. **Responsibilities** + Distribution of Mutual Funds , ETFs, 529 plans, UCITS, SMAs, DCIO and Private ... relationships with internal business partners, including assigned Internal Wholesaler and other home office stakeholders....assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We… more
- Jackson National Life Insurance Company (Nashville, TN)
- …being responsible for budget and expenses. + Works in conjunction with an Internal Wholesaler to identify and foster leads generated from referrals, campaigns ... **_If you are an internal associate, please login to Workday and apply...Degree required.** **3+ years of sales experience in investments, mutual funds , insurance or annuities required.** **5+… more
- BlackRock (New York, NY)
- …advisors. Representing a full suite of strategies - from iShares ETFs, Alternatives, and Mutual Funds to SMAs and sub-advisory relationships - USWA's mandate is ... and drive results across the entire breadth of BlackRock's solutions (ETF, Mutual Funds , SMA, Alternatives, Models). The geography for this position… more
- BlackRock (Sumter, SC)
- …of an organization that makes a difference. **Responsibilities** The market partner/ internal wholesaler partners with our market leader/external wholesalers to ... sales across the full spectrum of BlackRock investment solutions, including Alternatives, Mutual Funds , ETFs, SMAs, and portfolio solutions. + Develop, maintain,… more