- 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
- Equitable (New Orleans, LA)
- Regional Vice President- Mutual Funds (External Wholesaler ) - TX, OK, AR, LA & MS ( 250000HE ) **Primary Location** : UNITED STATES-LA-New Orleans **Other ... unlock your potential? The Regional Vice President - External Wholesaler will develop and manage consultative relationships with existing...required. * CIMA, CFA a plus * Knowledge of Mutual Funds and Investment products - previous… more
- Commerce Bank (Kansas City, MO)
- …of the compensation range for some roles. This compensation range is for the Commerce Mutual Funds Wholesaler job and contemplates a wide range of factors ... degree or equivalent combination of education and experience required + 3+ years mutual funds wholesaling experience preferred + FINRA Series 6 and 63 required +… more
- BlackRock (San Francisco, CA)
- …financial advisors. Representing a full suite of strategies from iShares ETFs, Alternatives, Mutual Funds to SMAs and sub-advisory relationships USWAs mandate is ... across the entire breadth of each of BlackRock's solution sets (ETFs, Mutual Funds , SMA, Alternatives, Models). **Primary Responsibilities:** + Develop deep… more
- Equitable (Lexington, KY)
- …Health and Annuities Insurance License + Thorough knowledge of Variable Annuities and Mutual Funds + Previous direct financial services sales experience + Valid ... Regional Vice President (External Wholesaler ) - Kentucky & West Virginia ( 250000M4...potential? Equitable is seeking Regional Vice President Annuities (External Wholesaler ) to join our Team! This role is responsible… more
- Principal Financial Group (Des Moines, IA)
- …to engage advisors (phone, email, meetings) + Solve for needs across products: mutual funds , separately managed accounts, ETF's, 529's, internal funds , ... Exchange Traded Funds (ETFs), Separately Managed Accounts, and Mutual Funds **Salary Range Information** Salary ranges below reflect targeted base salaries.… more
- Aegon Asset Management (Denver, CO)
- …sales by proactively and reactively marketing Transamerica as a premier provider of mutual funds , annuities, and insurance products. This is accomplished by ... Presidents (RVP) with a common goal of increasing company's share of mutual funds , annuity, and insurance marketplace as well as visibility of Transamerica's… more
- Aegon Asset Management (Denver, CO)
- …and product knowledge in specialty areas based on business need (eg retirement, mutual fund , annuity, life, employee benefits) + Knowledge of adult learning ... on interactions with sales leadership, managerial feedback, and observation of wholesaler activity and performance. Conduct ongoing evaluation of the effectiveness… more
- Manulife (Tempe, AZ)
- …Wholesaler that reports to this position proactively markets and solicits retail mutual funds , ETFs, 529 College Saving Plans, Separately Managed Accounts, ... supports the John Hancock Sales Process + Address potential internal wholesaler direct report performance issues early and make improvement/personnel recommendations… 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
- JPMorgan Chase (New York, NY)
- …markets and offering timely solutions. You will play a key role in marketing mutual funds , ETFs, and separately managed accounts in partnership with an External ... advisors in a more user-friendly way + Partner with Client Advisor (external wholesaler ) by being completely aligned on the objectives needed to achieve the… more
- JPMorgan Chase (Columbus, OH)
- …work towards achieving the goals for your territory through successful marketing of our mutual funds , ETFs, and separately managed accounts. This role is ideally ... in a more user-friendly way. + Partner with the Client Advisor (external wholesaler ) by being completely aligned on the objectives needed to achieve the territory's… more
- JPMorgan Chase (Chicago, IL)
- …aim to meet the objectives for your territory through successful marketing of our mutual funds , ETFs, and separately managed accounts. This role is ideally ... advisors in a more user-friendly way + Partner with Client Advisor (external wholesaler ) by being completely aligned on the objectives needed to achieve the… more
- T. Rowe Price (Baltimore, MD)
- …of communication. The incumbent advocates on behalf of the firm's internal mutual fund policies providing investment reviews to sophisticated audiences. ... with other key TPD stakeholders in developing advisor and platform wholesaler engagement themes/campaigns. The incumbent collaborates with the Head of Retirement,… more