- Manulife (AL)
- …of America's strongest and most recognized corporate brands. We are looking for an External Wholesaler to engage new and existing clients to drive sales across ... growth potential for the right candidate. **Responsibilities** + Distribution of Mutual Funds , ETFs, 529 plans, UCITS, SMAs, DCIO and Private Placement offerings. +… more
- Manulife (Washington, DC)
- …of America's strongest and most recognized corporate brands. JHIM is looking for an External Wholesaler to engage new and existing clients to drive sales across ... growth potential for the right candidate. **Responsibilities** + Distribution of Mutual Funds , ETFs, 529 plans, UCITS, SMAs, DCIO and Private Placement offerings. +… more
- Equitable (IN)
- Regional Vice President ( External Wholesaler ) - Indiana "All Distribution Channels" ( 2500008W ) **Primary Location** : UNITED STATES-IN **Organization** : ... 6/7, LH&A and 63 required + 5 years Variable Annuities or Mutual Funds direct sales experience required + Willingness to travel 50% + Exceptional… more
- BlackRock (MN)
- …+ Minimum 5+ years as an experienced mutual fund or ETF wholesaler (hybrid / external ), preferably with Wirehouse Broker-Dealers + Strong financial services ... suite of strategies - from iShares ETFs and mutual funds to SMAs and sub-advisory relationships - USWA's mandate...breadth of each of BlackRock's solution sets (ETFs, Mutual Funds , SMA, Alternatives, Models). The geography for this position… more
- Jackson National Life Insurance Company (Nashville, TN)
- …- regularly sharing success stories, sales idea positioning and ensuring consistency between External Wholesaler members and Internal Wholesaler members. + ... with External Wholesalers and Internal Wholesalers, the Hybrid Product Wholesaler (HPW) is responsible for developing and implementing a business plan to… more
- BlackRock (Chicago, IL)
- …Sales Partner (Internal Wholesaler ):** This role partners with our Market Leader/ External Wholesaler to build relationships with clients in an assigned ... Representing a full suite of strategies from iShares ETFs, Alternatives, Mutual Funds to SMAs and sub-advisory relationships USWAs mandate is to deliver One… more
- Equitable (Charlotte, NC)
- Entry Level Mutual Fund Internal Wholesaler (Strong Compensation Package) ( 2500009M ) **Primary Location** : UNITED STATES-NC-Charlotte **Organization** : ... role is dedicated to the distribution of the 1290 retail mutual fund products issued by Equitable to professional financial intermediaries such as broker-dealers,… more
- The Hartford (Wayne, PA)
- …be expected to establish and maintain open communication with an Advisor Consultant ( external wholesaler ) and work together to help meet or exceed established ... If so, the Internal Advisor Consultant role at Hartford Funds might be the next best step in your...think differently about money management. Because as much as fund companies and asset managers would like our business… more
- Neuberger Berman (New York, NY)
- …of the Client Associate (CA) is to partner with the Client Advisor ( external wholesaler ) to promote and sell Neuberger Berman investment products through ... competition, our clients, and their firms + Develop a strategy with external wholesalers to maximize territory coverage; develop and maintain relationships with key… more
- Janus Henderson Investors (Denver, CO)
- …+ Generate sales ideas and identify new sales opportunities (5%) + Travel with external wholesaler in the field on a limited basis for territory familiarity ... all employee Happy Hours Must have skills + Knowledge of mutual fund /financial industry products and services + Excellent interpersonal and customer service skills… more
- JPMorgan Chase (Columbus, OH)
- …financial advisors in a more user-friendly way. + Partner with the Client Advisor ( external wholesaler ) by being completely aligned on the objectives needed to ... achieving the goals for your territory through successful marketing of our mutual funds , ETFs, and separately managed accounts. This role is ideally suited for team… more
- BlackRock (Boston, MA)
- …three core elements: 1. In partnership with a Defined Contribution Consultant ( External Wholesaler ) drive deeper commercial results and expand relationships 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
- Vanguard (Charlotte, NC)
- …& Development Program designed to prepare participants to become an Internal Wholesaler at Vanguard. This program offers comprehensive training in Vanguard sales ... candidates are eligible to get back in territory and partner with an External Sales Executive. Key Responsibilities: + Sales Training: Learn and apply effective… more
- BlackRock (Boston, MA)
- …or CFA preferred + Minimum 3+ years as an experienced Model, ETF, or mutual fund wholesaler ( external ) + Strong financial services background with knowledge ... 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 One… more
- Jackson National Life Insurance Company (Nashville, TN)
- …login to Workday and apply through Jobs Hub._** **Job Purpose** **The RIA External Consultant is responsible for developing and implementing a business plan to ... 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
- Anheuser-Busch (Boston, MA)
- …negotiations and territory specific budget that includes rights fees and activation funds + Ensures mobile asset requests are complete and aligned with brands ... and priorities weekly/monthly + Coach and mentor Trade Activation Managers and wholesaler sales teams + Direct channel specific pilots; manage optimization of each… more
- Jackson National Life Insurance Company (Nashville, TN)
- …for budget and expenses. + Works in conjunction with an Internal Wholesaler to identify and foster leads generated from referrals, campaigns and territory ... **Bachelor's Degree required.** **3+ years of sales experience in investments, mutual funds , insurance or annuities required.** **5+ years of sales experience in… more
- T. Rowe Price (Colorado Springs, CO)
- …coverage within a specified region. The RSS serves primarily in an external capacity and maintains ownership of cultivating relationships with regionally segmented ... Retirement Plan Advisors, External Wholesalers and Insurance partners. These intermediary client constituents are strategically targeted because of their essential… more
- BlackRock (Princeton, NJ)
- …Representing a full suite of strategies from iShares ETFs, Alternatives, Mutual Funds to SMAs and sub-advisory relationships USWAs mandate is to deliver One ... Francisco) with an expectation of travel varying by role.** **Hybrid Market Leader/ Wholesaler ** **: responsible for all aspects of client relationship and driving… more
- Daymon Worldwide Inc (San Antonio, TX)
- …position is responsible for the overall management of multiple grocery retailer, wholesaler and supplier accounts across the Texas market. Some traveling is ... execution of strategic plans, business maintenance, supply chain execution, trade fund management, budgeting, as well as various other responsibilities. Take this… more
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