- 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)
- …+ BA/BS degree or equivalent experience required + 2+ years of experience in mutual fund or brokerage industry required + FINRA Licenses: SIE, Series 7 ... **About this role** **Veterans Transition Program-Associate Market Sales Partner/Internal Wholesaler ** We recognize that veterans bring a unique and valued… more
- Janus Henderson Investors (Denver, CO)
- …client support or internal sales role and two years of experience in the mutual fund /financial services industry and/or training; or an equivalent combination of ... identify new sales opportunities (5%) + Travel with external wholesaler in the field on a limited basis for...business relationships Nice to have skills + Knowledge of mutual fund /financial industry products and services +… 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
- 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. ... with other key TPD stakeholders in developing advisor and platform wholesaler engagement themes/campaigns. The incumbent collaborates with the Head of Retirement,… more
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