- 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
- Equitable (Charlotte, NC)
- Entry Level Mutual Fund Internal Wholesaler (Strong Compensation Package) ( 2500009M ) **Primary Location** : UNITED STATES-NC-Charlotte **Organization** : ... potential? This role is dedicated to the distribution of the 1290 retail mutual fund products issued by Equitable to professional financial intermediaries such… more
- BlackRock (MN)
- …degree required (CFA, CIMA, CFP a plus) + Minimum 5+ years as an experienced mutual fund or ETF wholesaler (hybrid / external), preferably with Wirehouse ... advisors. Representing a full suite of strategies - from iShares ETFs and mutual funds to SMAs and sub-advisory relationships - USWA's mandate is to deliver "One… more
- BlackRock (Princeton, NJ)
- …advisors. Representing a full suite of strategies from iShares ETFs, Alternatives, Mutual Funds to SMAs and sub-advisory relationships. USWA's mandate is ... across the entire breadth of BlackRock's solution sets (ETFs, Mutual Funds , SMA, Alternatives, Model Portfolios, etc.)....equivalent experience required + 2+ years of experience in mutual fund or brokerage industry required +… more
- Jackson National Life Insurance Company (Nashville, TN)
- …years of financial services experience or 2+ years sales experience in investments, mutual funds , insurance, or annuities required.** **6+ months experience as a ... partnership with External Wholesalers and Internal Wholesalers, the Hybrid Product Wholesaler (HPW) is responsible for developing and implementing a business plan… more
- Vanguard (Charlotte, NC)
- …+ Product Knowledge: Gain in-depth understanding of our product offerings, including mutual funds , ETFs, and other investment solutions. + Client Relationship ... + Certifications: CIMA, CFP, CFA, CAIA. MBA preferred. + Wholesaling experience selling mutual funds and/or ETFs required. + Bachelor's degree in finance,… more
- BlackRock (Chicago, IL)
- …financial advisors. Representing a full suite of strategies from iShares ETFs, Alternatives, Mutual Funds to SMAs and sub-advisory relationships USWAs mandate is ... working knowledge across the entire breadth of each of BlackRock's solution sets (ETFs, Mutual Funds , SMA, Alternatives, Models). + **Sales Analyst** : This is… more
- Manulife (AL)
- …offers significant growth potential for the right candidate. **Responsibilities** + Distribution of Mutual Funds , ETFs, 529 plans, UCITS, SMAs, DCIO and Private ... strongest and most recognized corporate brands. We are looking for an External Wholesaler to engage new and existing clients to drive sales across the entire… more
- Manulife (Washington, DC)
- …offers significant growth potential for the right candidate. **Responsibilities** + Distribution of Mutual Funds , ETFs, 529 plans, UCITS, SMAs, DCIO and Private ... strongest and most recognized corporate brands. JHIM is looking for an External Wholesaler to engage new and existing clients to drive sales across the entire… more
- Equitable (IN)
- …+ FINRA Series 6/7, LH&A and 63 required + 5 years Variable Annuities or Mutual Funds direct sales experience required + Willingness to travel 50% + Exceptional ... Regional Vice President (External Wholesaler ) - Indiana "All Distribution Channels" ( 2500008W ) **Primary Location** : UNITED STATES-IN **Organization** : Equitable… more
- BlackRock (Boston, MA)
- …CIMA or CFA preferred + Minimum 3+ years as an experienced Model, ETF, or mutual fund wholesaler (external) + Strong financial services background with ... a full suite of strategies from Model Portfolios, iShares ETFs, and mutual funds to Alternatives, SMAs and sub-advisory relationships USWAs mandate is to deliver… more
- Aegon Asset Management (Denver, CO)
- …proactively assesses timely replacement of materials. + Assists Internal Wholesaler to create, assemble presentation format and ship hypothetical/illustrations to ... reps in a timely manner + Provides Concierge Service, collecting information and completing sales applications/paperwork and/or assisting with order entry process for approved partner firm's advisers. Qualifications + High School education or GED equivalent… 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
- Manulife (MA)
- …financial services industry. + Demonstrated knowledge of 529 college savings plans and mutual funds . + Excellent communication and presentation skills. + Able to ... **The Opportunity:** The 529 Wholesaler is responsible for the distribution of John...+ Build networks and relationships with internal and external wholesaler partners to meet or exceed business objectives. +… more
- Jackson National Life Insurance Company (Nashville, TN)
- …**Qualifications** **Bachelor's Degree required.** **3+ years of sales experience in investments, mutual funds , insurance or annuities required.** **5+ years of ... and expenses. + Works in conjunction with an Internal Wholesaler to identify and foster leads generated from referrals,...sales experience in investments, mutual funds , insurance or annuities preferred.** **Prior… more
- Janus Henderson Investors (Denver, CO)
- …snacks and all employee Happy Hours Must have skills + Knowledge of mutual fund /financial industry products and services + Excellent interpersonal and customer ... identify new sales opportunities (5%) + Travel with external wholesaler in the field on a limited basis for...sales role and two years of experience in the mutual fund /financial services industry and/or training; or… 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
- 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
- Jackson National Life Insurance Company (Nashville, TN)
- …work experience required.** **3+ years RIA experience in advisory, investments, mutual funds , insurance, or annuities preferred.** **Experience in marketing ... achieve sales goals by covering a defined geographic territory as the sole Wholesaler in the Independent Registered Investment Advisor market. The territory for this… more
- BlackRock (Princeton, NJ)
- …financial advisors. Representing a full suite of strategies from iShares ETFs, Alternatives, Mutual Funds to SMAs and sub-advisory relationships USWAs mandate is ... Francisco) with an expectation of travel varying by role.** **Hybrid Market Leader/ Wholesaler ** **: responsible for all aspects of client relationship and driving… more