- 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 ... Job Family Internal Sales About Us At Transamerica, hard work,...with a common goal of increasing company's share of mutual funds , annuity, and insurance marketplace as… 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
- Vanguard (Charlotte, NC)
- …our Training & Development Program designed to prepare participants to become an Internal Wholesaler at Vanguard. This program offers comprehensive training in ... + Product Knowledge: Gain in-depth understanding of our product offerings, including mutual funds , ETFs, and other investment solutions. + Client Relationship… 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 ... Princeton, Boston, Atlanta, San Francisco). + **Market Sales Partner ( Internal Wholesaler ):** This role partners with our...entire breadth of each of BlackRock's solution sets (ETFs, Mutual Funds , SMA, Alternatives, Models). + **Sales… more
- Jackson National Life Insurance Company (Nashville, TN)
- …sharing success stories, sales idea positioning and ensuring consistency between External Wholesaler members and Internal Wholesaler members. + Supports ... services experience or 2+ years sales experience in investments, mutual funds , insurance, or annuities required.** **6+...or annuities required.** **6+ months experience as a Senior Internal Wholesaler required for current internal… 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 ... full suite of strategies - from iShares ETFs and mutual funds to SMAs and sub-advisory relationships...+ Employ a collaborative approach to partner with various internal colleagues to deliver all of BlackRock's resources and… more
- Manulife (AL)
- …offers significant growth potential for the right candidate. **Responsibilities** + Distribution of Mutual Funds , ETFs, 529 plans, UCITS, SMAs, DCIO and Private ... Develop strong relationships with internal business partners, including assigned Internal Wholesaler and other home office stakeholders. + Effectively manage… 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 ... Develop strong relationships with internal business partners, including assigned Internal Wholesaler and other home office stakeholders. + Effectively manage… 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...Develop new relationships. Responsible for territory management. + Utilize internal sales desk for enhanced customer service. + Follow… 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 ... staying invested, and investing with less emotion. **Job Summary:** As an Internal Client Advisor within our financial advisory team, you will be instrumental… more
- Jackson National Life Insurance Company (Nashville, TN)
- …being responsible for budget and expenses. + Works in conjunction with an Internal Wholesaler to identify and foster leads generated from referrals, campaigns ... **_If you are an internal associate, please login to Workday and apply...Degree required.** **3+ years of sales experience in investments, mutual funds , insurance or annuities required.** **5+… 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
- T. Rowe Price (Colorado Springs, CO)
- …conventional forms of communication. The incumbent advocates on behalf of the firm's internal mutual fund policies providing investment reviews to ... strategy, product, and distribution structure. The function is benchmarked on internal and third-party satisfaction ratings, net new flows, new wins, call-profiling… 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
- 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 ... **_If you are an internal associate, please login to Workday and apply...by covering a defined geographic territory as the sole Wholesaler in the Independent Registered Investment Advisor market. The… more
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