- 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
- Thrivent Financial (OH)
- …area The Regional Investment Consultant (RIC) is responsible for sales of Thrivent Mutual Funds , ETFs and Thrivent Managed Portfolios. Position will provide ... Financial and lnvestment Representatives. The RIC is an external mutual fund wholesaling position. RICs proactively interact...email and virtual presentations as needed to position Thrivent Mutual Funds , ETFs and Thrivent Managed… 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
- BlackRock (San Francisco, CA)
- …and drive results across the entire breadth of BlackRock's solutions (ETF, Mutual Funds , SMA, Alternatives, Models). **The geography for this position ... Drive sales through mastery of BlackRock investment solutions, including Alternatives, Mutual Funds , ETFs, SMAs, and portfolio solutions. **Position… 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 ... identify, develop, partner on and own client relationships.** **Hybrid Market Leader/ Wholesaler ** **: responsible for all aspects of client relationship and driving… 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
- BlackRock (Seattle, WA)
- …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
- 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
- BlackRock (Boston, MA)
- …a full suite of strategies from Model Portfolios, iShares ETFs, and mutual funds to Alternatives, SMAs, and sub-advisory relationships. USWAs mandate ... elements: 1. In partnership with a Defined Contribution Consultant (External Wholesaler ) drive deeper commercial results and expand relationships with the largest… more
- JPMorgan Chase (New York, NY)
- …markets and offering timely solutions. You will play a key role in marketing mutual funds , ETFs, and separately managed accounts in partnership with an External ... 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 (New York, NY)
- …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
- T. Rowe Price (Baltimore, MD)
- …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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