- JPMorgan Chase (Chicago, IL)
- …staying invested, and investing with less emotion. **Job Summary:** As an Internal Client Advisor (internal wholesaler ), your responsibility will be helping ... resources to financial advisors in a more user-friendly way + Partner with Client Advisor (external wholesaler ) by being completely aligned on the objectives… more
- HUB International (Wilmington, MA)
- …and Puerto Rico. We currently have an opportunity for a **Commercial Insurance Client Advisor - Management Liability Insurance (Potential for Hybrid Work** ). ... and insurance company underwriters at the direction of Director. **Specific Responsibilities** ** Client / Prospect** Identifies and advises insurance buyers and / or… more
- BlackRock (Atlanta, GA)
- …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 ... culture + 401k matching **Primary Responsibilities:** The Market Sales Partner/Internal Wholesaler partners with our Market Leader/External Wholesaler to… more
- ADP (Florham Park, NJ)
- **ADP is hiring an Inside Sales - Internal Wholesaler .** At ADP we are driven by your success. We engage your unique talents and perspectives. We welcome your ideas ... personal production and networking, ADP corporate generated lead activities, the financial advisor community and ADP payroll sales force generated leads. + Develops… more
- Guardian Life (New York, NY)
- …Park Avenue Securities is Guardian's broker-dealer and corporate Registered Investment Advisor (RIA), which offers clients an expanded suite of products and ... solutions to help them achieve financial well-being. The Internal Wholesaler is an integral part of Park Avenue Securities (PAS). Reporting to the Senior High Net… more
- Hilton (Miami, FL)
- …are important to Hilton's ability to achieve profitable growth\. On the Consortia and Wholesale team reporting to the Director of Luxury Sales, you will work to ... drive revenue for consortia and wholesale \. **HOW WE WILL SUPPORT YOU** Hilton is proud...tradeshows plus targeted sales calls + Host FAMs and Advisor Stays at each property + Collaborate with the… more
- C&S Wholesale Grocers, Inc. (Stockton, CA)
- …the results of the location/s supported. The role works as a coach and advisor to the Operations partners across multiple sites or functions to deliver results for ... of education and experience + Experience supporting hourly employee client groups + Preferred experience in a call center,...This position may be with any affiliate of C&S Wholesale Grocers. **Hiring immediately, to apply text "CS" to… more
- The Hartford (Wayne, PA)
- …role you will be expected to establish and maintain open communication with an Advisor Consultant (external wholesaler ) and work together to help meet or exceed ... develop and build positive relationships? If so, the Internal Advisor Consultant role at Hartford Funds might be the...plan to maximize efficiency and engagement + Expand existing client base by identifying and pursuing new opportunities through… more
- BlackRock (Sumter, SC)
- …portfolio solutions. + Develop, maintain, and commercialize relationships with existing Financial Advisor clients. + Expand existing client base by uncovering ... organization that makes a difference. **Responsibilities** The market partner/internal wholesaler partners with our market leader/external wholesalers to effectively… more
- JPMorgan Chase (Jersey City, NJ)
- JP Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients include institutions, ... and thought leadership are designed to help strengthen our client 's financial health and achieve peace of mind by...with external carrier partners to drive annuity events and advisor calls in the promotion of annuity distribution. +… more
- Janus Henderson Investors (Denver, CO)
- …in an effort to develop business (45%) + Answer inbound calls to our advisor line to respond to inquiries, provide answers, support needs and identify selling ... opportunities, and help launch new products (20%) + Use client relationship management (CRM) database software applications and other...identify new sales opportunities (5%) + Travel with external wholesaler in the field on a limited basis for… more
- BlackRock (San Francisco, CA)
- …this role** Due to our continued phenomenal growth, we are actively seeking client -facing sales professionals with a proven successful track record of managing an ... assigned territory to help identify, develop, and own client relationships. The model portfolio landscape is one of...years as an experienced Model, ETF, or mutual fund wholesaler (external) + Strong financial services background with knowledge… more
- BlackRock (New York, NY)
- …in US Wealth Advisory are responsible for all aspects of the client relationship and for driving sales through multiple channels, including RIAs, Independents ... + Develop deep relationships across all aspects of an advisor 's business + Deliver fiduciary and investment insights through...degree required + Minimum 5+ years as an experienced wholesaler + Strong financial services background with knowledge of… more
- BlackRock (TN)
- …education and market insights through the presentation of iShares content in client meetings, scaled in-person and digital events. (3) Partner with the segmented ... the appropriate resources. + Embrace technology to deliver an exceptional client experience. **Skills and Qualifications:** + Bachelor's degree required + CIMA… more
- JPMorgan Chase (Plano, TX)
- …& Business Management team is seeking a professional to support the Wholesale Lending Services organization, who has a penchant for story-telling with financial ... Finance & Business Management team, you will have the opportunity to support the Wholesale Lending Services organization. You will be a trusted advisor and… more
- Truist (Atlanta, GA)
- …management and organization skills. This role partners with the Treasury Solutions Advisor to drive best-in-class client experiences. Work is generally ... initiation through completion. Their overarching goal is to provide a best-in-class client experience, enabling Truist to achieve our vision and improve revenue… more
- PNC (Columbus, OH)
- …businesses with annual sales from $1 million to $5 million. As a trusted advisor within a fast-paced, dynamic environment you will leverage your business acumen to ... small business segments are Retail, Agricultural, Healthcare, Manufacturing, Professional Services, Wholesale and Women in Business. As a Relationship Manager in… more
- JPMorgan Chase (New York, NY)
- …for the Corporate & Investment Bank. You will act as a trusted advisor to Business/Group Heads, helping to develop future strategies and providing day-to-day support ... for Treasury Services, Corporate Finance, Markets, Securities Services and other wholesale banking products + Collaborate across product partners, sales teams and… more
- SpartanNash (Byron Center, MI)
- …tax returns, estimates and financial statements while acting as a financial advisor to multiple retail businesses. **Here's what you'll do:** + Responsible to ... clients. + Review and/or prepare quarterly tax estimated payments. + Ensure client financial statements are prepared in accordance with department standards. +… more
- Citigroup (New York, NY)
- …(ICM) is a critical component of Citi's First Line of defense for wholesale and counterparty credit risk management and works with Independent Risk teams to ... ensure best-in-class risk and controls, as well as client responsiveness. Key responsibilities of the group include credit analysis, documentation, risk… more