- 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 ... must be able to identify, create and implement investment fund and MPS model sales opportunities. +...CFA a plus * Knowledge of Mutual Funds and Investment products - previous direct sales… more
- 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 +… 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 ... potential delivery channels to increase the exposure of Commerce Funds + Provide sales support for Commerce...combination of education and experience required + 3+ years mutual funds wholesaling experience preferred + FINRA… 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
- 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 , ... of Exchange Traded Funds (ETFs), Separately Managed Accounts, and Mutual Funds **Salary Range Information** Salary ranges below reflect targeted… more
- Equitable (Lexington, KY)
- …Insurance License + Thorough knowledge of Variable Annuities and Mutual Funds + Previous direct financial services sales experience + Valid driver's ... Regional Vice President (External Wholesaler ) - Kentucky & West Virginia ( 250000M4...This role is responsible for driving growth of Annuity sales through existing Independent, Bank and Wirehouse advisors in… 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 ... team development. Assess and determine training needs based on interactions with sales leadership, managerial feedback, and observation of wholesaler activity… more
- Aegon Asset Management (Denver, CO)
- … by proactively and reactively marketing Transamerica as a premier provider of mutual funds , annuities, and insurance products. This is accomplished by ... Job Family Internal Sales About Us At Transamerica, hard work, innovative...with a common goal of increasing company's share of mutual funds , annuity, and insurance marketplace as… 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, ... an effective coaching and feedback model that supports the John Hancock Sales Process + Address potential internal wholesaler direct report performance… 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, ... + Generate sales ideas and identify new sales opportunities (5%) + Travel with external wholesaler...business relationships Nice to have skills + Knowledge of mutual fund /financial industry products and services +… 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. ... candidates currently residing in Chicago or Minnesota. The Retirement Regional Sales Specialist (RSS) develops and maintains relationships within regionally assigned… 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 ... goals. We are in search of a dynamic, consultative, sales -oriented team member with a genuine passion for the...more user-friendly way + Partner with Client Advisor (external wholesaler ) by being completely aligned on the objectives needed… 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