- Brookfield Asset Management, Inc. (Chicago, IL)
- …to diverse businesses. Job Description The Alternative Investment Regional Director (External Wholesaler ) is responsible for the execution of all sales, service, and ... solutions. The Regional Director's performance is measured by gross fund flows, sales activity, diversification of gross fund... fund flows, sales activity, diversification of gross fund flows, expansion of IBD relationships and broader team… more
- iCapital (Greenwich, CT)
- …and events. Work with our wealth client's Alternative Investments team on new fund launches including driving attendance to launch calls and roadshows, client events ... alternative investment industry in a client facing capacity (eg internal wholesaler , product specialist, or national accounts coverage) Demonstrated ability to work… more
- iCapital (New York, NY)
- …territory. Work with our wealth client's Alternative Investments team on new fund launches including driving attendance to launch calls and roadshows, client events ... investment industry in a client facing capacity (eg external wholesaler , capital raising specialist, client portfolio manager, product specialist) Demonstrated… more
- BlackRock (Seattle, WA)
- …(CFA, CIMA, CFP a plus) + Minimum 5+ years as an experienced mutual fund or ETF wholesaler (hybrid / external), preferably with Wirehouse Broker-Dealers + ... Strong financial services background with knowledge of investment trends and advisor practices + Exceptional verbal and written communication skills + Strong territory management skills, including profiling and resource deployment + NASD Series 7 and 66 (or 63… more
- Janus Henderson Investors (New York, NY)
- …of clients + May supervise and oversee work activities of internal wholesaler position in assigned channel if appropriate, including evaluating performance and ... knowledge of the company, including history, investment resources/team/style/process, and fund offerings + Solid understanding of financial services industry and… more
- Thrivent Financial (OH)
- …Financial and lnvestment Representatives. The RIC is an external mutual fund wholesaling position. RICs proactively interact with Financial Representatives through ... both in field meetings through external rotations, as well as telephone, email and virtual presentations as needed to position Thrivent Mutual Funds , ETFs and Thrivent Managed Portfolio's in client investment and retirement strategies. They achieve this by… more
- HCA Healthcare (Niceville, FL)
- …short-term disability coverage and leaves of absence) + Employee Health Assistance Fund that offers free employee-only coverage to full-time and part-time colleagues ... the pharmacy. Promptly signs in narcotics received from the wholesaler ; checks against pharmacy copy of the DEA 222...pharmacy copy of the DEA 222 form and the wholesaler 's invoices. + Assists the department in addressing physician… more
- HCA Healthcare (Dallas, TX)
- …short-term disability coverage and leaves of absence) + Employee Health Assistance Fund that offers free employee-only coverage to full-time and part-time colleagues ... receiving, storage, and return of medications to the Pharmacy wholesaler + Maintains invoicing for all drug and supply...invoicing for all drug and supply accounts + Process wholesaler invoices for payment by accounts payable according to… more
- HCA Healthcare (Lake City, FL)
- …short-term disability coverage and leaves of absence) + Employee Health Assistance Fund that offers free employee-only coverage to full-time and part-time colleagues ... the pharmacy. Promptly signs in narcotics received from the wholesaler ; checks against pharmacy copy of the DEA 222...pharmacy copy of the DEA 222 form and the wholesaler 's invoices. + Assists the department in addressing physician… more
- HCA Healthcare (Lake City, FL)
- …short-term disability coverage and leaves of absence) + Employee Health Assistance Fund that offers free employee-only coverage to full-time and part-time colleagues ... the pharmacy. Promptly signs in narcotics received from the wholesaler ; checks against pharmacy copy of the DEA 222...pharmacy copy of the DEA 222 form and the wholesaler 's invoices. + Assists the department in addressing physician… more
- HCA Healthcare (Ocala, FL)
- …short-term disability coverage and leaves of absence) + Employee Health Assistance Fund that offers free employee-only coverage to full-time and part-time colleagues ... the pharmacy. Promptly signs in narcotics received from the wholesaler ; checks against pharmacy copy of the DEA 222...pharmacy copy of the DEA 222 form and the wholesaler 's invoices. + Assists the department in addressing physician… more
- Janus Henderson Investors (Denver, CO)
- …sales ideas and identify new sales opportunities (5%) + Travel with external wholesaler in the field on a limited basis for territory familiarity and professional ... internal sales role and two years of experience in the mutual fund /financial services industry and/or training; or an equivalent combination of education, experience… more
- Southern Glazer's Wine and Spirits (Farmers Branch, TX)
- …party tools such as Nielsen) to enhance analytical capabilities. + Proactively manage fund balances through spend analysis vs. budgets. + Enable the development of ... the CPG industry; or related work experience with an industry supplier and wholesaler **Physical Demands** + Physical demands include a considerable amount of time… more
- T. Rowe Price (Baltimore, MD)
- …The incumbent advocates on behalf of the firm's internal mutual fund policies providing investment reviews to sophisticated audiences. Accountable for maintaining ... with other key TPD stakeholders in developing advisor and platform wholesaler engagement themes/campaigns. The incumbent collaborates with the Head of Retirement,… more
- Anheuser-Busch (Renton, WA)
- …over 90 million cans of emergency drinking water, and, together with our wholesaler partners, invested more than $1 billion into responsible drinking initiatives. At ... + $0.25 per mile driven + Hourly contributions made into Western Conference Pension Fund on your behalf + 401(k) Retirement Savings option + Eligible for quarterly… more
- Manulife (Atlanta, GA)
- …Sales Consultant works as a member of a team composed of a wholesaler and relationship manager who are responsible for educating financial advisors on retirement ... to the JH platform to ensure the plan sponsor has appropriate and diverse fund line-up offering providing full style box coverage. + Lead projects for department… more
