- 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… more
- BlackRock (Princeton, NJ)
- …to join our US Wealth Advisory team. This role partners with our Market Leader/ External Wholesaler to build relationships with clients in an assigned territory ... + BA/BS degree or equivalent experience required + 2+ years of experience in mutual fund or brokerage industry required + FINRA Licenses: SIE, Series 7… 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 ... 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,… more
- T. Rowe Price (Colorado Springs, CO)
- …of communication. The incumbent advocates on behalf of the firm's internal mutual fund policies providing investment reviews to sophisticated audiences. ... coverage within a specified region. The RSS serves primarily in an external capacity and maintains ownership of cultivating relationships with regionally segmented… more
- Ace Hardware (Oak Brook, IL)
- …understand the needs of each customer and develop solutions for both the wholesaler and their retail customers + Track and communicate sales results both internally ... help Children's Miracle Network Hospitals and the Ace Helpful Fund through the Ace Foundation + Ace invests in...the skills and talents of all people to the mutual advantage of each individual and the organization. The… more
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