- Equitable (Charlotte, NC)
- Entry Level Mutual Fund Internal Wholesaler (Strong Compensation Package) ( 2500009M ) **Primary Location** : UNITED STATES-NC-Charlotte **Organization** : ... is dedicated to the distribution of the 1290 retail mutual fund products issued by Equitable to...meeting coverage requirements; preparing for due diligence meetings; providing wholesaler communication and training; and completing sales … more
- Aegon Asset Management (Denver, CO)
- … 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, innovative...with a common goal of increasing company's share of mutual funds , annuity, and insurance marketplace as… more
- BlackRock (Chicago, IL)
- …across the entire breadth of each of BlackRock's solution sets (ETFs, Mutual Funds , SMA, Alternatives, Models). + ** Sales Analyst** : This is an entry-level ... financial advisors. Representing a full suite of strategies from iShares ETFs, Alternatives, Mutual Funds to SMAs and sub-advisory relationships USWAs mandate is… more
- Jackson National Life Insurance Company (Nashville, TN)
- …work experience required.** **3+ years of financial services experience or 2+ years sales experience in investments, mutual funds , insurance, or annuities ... sales idea positioning and ensuring consistency between External Wholesaler members and Internal Wholesaler members. +...required.** **6+ months experience as a Senior Internal Wholesaler required for current internal Sales Desk… more
- Vanguard (Charlotte, NC)
- …+ Product Knowledge: Gain in-depth understanding of our product offerings, including mutual funds , ETFs, and other investment solutions. + Client Relationship ... + Certifications: CIMA, CFP, CFA, CAIA. MBA preferred. + Wholesaling experience selling mutual funds and/or ETFs required. + Bachelor's degree in finance,… 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...all aspects of the client relationship and for driving sales through multiple channels, this role specifically through Wirehouse… more
- Manulife (AL)
- …offers significant growth potential for the right candidate. **Responsibilities** + Distribution of Mutual Funds , ETFs, 529 plans, UCITS, SMAs, DCIO and Private ... recognized corporate brands. We are looking for an External Wholesaler to engage new and existing clients to drive... to engage new and existing clients to drive sales across the entire suite of JHIM investment products.… 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 ... recognized corporate brands. JHIM is looking for an External Wholesaler to engage new and existing clients to drive... to engage new and existing clients to drive sales across the entire suite of JHIM investment products.… 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% ... Regional Vice President (External Wholesaler ) - Indiana "All Distribution Channels" ( 2500008W...new relationships. Responsible for territory management. + Utilize internal sales desk for enhanced customer service. + Follow up… more
- 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 ... Representing a full suite of strategies from Model Portfolios, iShares ETFs, and mutual funds to Alternatives, SMAs and sub-advisory relationships USWAs mandate… 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. ... currently residing in CO, MN, or IL. The Retirement Regional Sales Specialist (RSS) develops and maintains relationships within regionally assigned territories… 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 ... to our continued phenomenal growth, we are actively seeking senior, client-facing sales professionals with a proven successful track record of engaging with… 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 ... **About this role** **About this role:** We are actively seeking client-facing sales professionals with a proven successful track record of managing an assigned… more
- Jackson National Life Insurance Company (Nashville, TN)
- …+ Meet activity requirements. **Qualifications** **Bachelor's Degree required.** **3+ years of sales experience in investments, mutual funds , insurance or ... and expenses. + Works in conjunction with an Internal Wholesaler to identify and foster leads generated from referrals,...**5+ years of sales experience in investments, mutual funds , insurance or annuities preferred.** **Prior… 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 ... + Generate sales ideas and identify new sales opportunities (5%) + Travel with external wholesaler... role and two years of experience in the mutual fund /financial services industry and/or training; or… 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 ... for developing and implementing a business plan to achieve sales goals by covering a defined geographic territory as...by covering a defined geographic territory as the sole Wholesaler in the Independent Registered Investment Advisor market. 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