- BlackRock (San Francisco, CA)
- …The Market Sales Partner/Internal Wholesaler partners with our Market Leader/ External Wholesaler to effectively execute a business plan to drive ... at the world's largest asset manager? BlackRock is seeking a Market Sales Partner/Internal Wholesaler to become part of our US Wealth Advisory (USWA) team. Our USWA… more
- Lincoln Financial Group (Hartford, CT)
- …this opportunity. **Requisition #:** 73912 **The Role at a Glance** As an External wholesaler for Retirement Plan Services you will develop, direct, implement, ... a business plan to achieve sales and growth goals for your assigned external wholesale area(s) of responsibility. You will build, enhance, and direct the… more
- Wellington (Boston, MA)
- …US Wealth team. This person will work closely with our regionally based external wholesalers in promoting and selling alternative investment products to ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our … more
- Raymond James Financial, Inc. (Troy, MI)
- …End results are evaluated for achieving goals and objectives. Extensive contact with external clients is required to sell financial products and generate revenue for ... and presentation. * Assists in the creation of Preferred Client Proposals, Investment Policy Statements, Zephyr and Morningstar reports as needed. * Assists in… more
- The Hartford (Wayne, PA)
- …be expected to establish and maintain open communication with an Advisor Consultant ( external wholesaler ) and work together to help meet or exceed established ... annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed… more
- Diageo (MA)
- …field based Covering Greater Boston Complexity of Role: + Assist in leading wholesaler execution against quarterly & monthly business targets. + Ensure all tools are ... party agencies, significant independent universe, on-premise influence, and a high investment market with heavy program execution expectations. Key Outputs: +… more
- JPMorgan Chase (Columbus, OH)
- …capital markets by offering timely solutions. You will partner with a Client Advisor ( external wholesaler ), and together, you will strive to meet the goals for ... financial advisors in a more user-friendly way. + Partner with the Client Advisor ( external wholesaler ) by being completely aligned on the objectives needed to… more
- Aegon Asset Management (Denver, CO)
- …of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. ... of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of… more
- JPMorgan Chase (Los Angeles, CA)
- …Skills and Capabilities:** + 5 years within financial services as an external wholesaler , or having annuity sales experience + Excellent relationship ... JP Morgan Asset & Wealth Management is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals, and retail… more
- BlackRock (CO)
- …CFA preferred + Minimum 5+ years as an experienced ETF or mutual fund wholesaler ( external ) + Strong financial services background with knowledge of ... iShares products and ETF landscape. + Deliver fiduciary and investment insights through portfolio construction conversations. + Accelerate the...investment trends and advisor practices + Exceptional verbal and… more
- BlackRock (New York, NY)
- …MBA preferred + Minimum 5+ years as an experienced ETF or mutual fund wholesaler ( external ) + Strong financial services background with knowledge of ... - all Boroughs. **Primary Responsibilities:** + Deliver fiduciary and investment insights through portfolio construction conversations + Cultivate advisor...investment trends and advisor practices (fixed income or factor/quantitative… more
- BlackRock (San Francisco, CA)
- …preferred + Minimum 3+ years as an experienced Model, ETF, or mutual fund wholesaler ( external ) + Strong financial services background with knowledge of ... Portfolios and Model Portfolio landscape. + Deliver fiduciary and investment insights through portfolio construction conversations. + Accelerate the...investment trends and advisor practices + Exceptional verbal and… more
- JPMorgan Chase (New York, NY)
- …to financial advisors in a more user-friendly way + Partner with Client Advisor ( external wholesaler ) by being completely aligned on the objectives needed to ... all over the globe meet their financial goals by providing industry leading investment solutions. Our wide array of financial strategies - equity, fixed income, cash… more
- Jackson National Life Insurance Company (Nashville, TN)
- …mutual funds, insurance or annuities preferred.** **Prior annuity or investment external wholesaling experience is preferred.** **Securities Industry ... for budget and expenses. + Works in conjunction with an Internal Wholesaler to identify and foster leads generated from referrals, campaigns and territory… more