- Anheuser-Busch (New York, NY)
- …dreams as big as you do? **ROLE SUMMARY** **:** Join Anheuser-Busch's internal Wholesaler Mergers & Acquisitions and strategy team that helps to shape the future ... and review sophisticated financial analyses of ownership changes within the A-B wholesaler network + Review wholesaler acquisition and financing documents to… more
- BlackRock (Princeton, NJ)
- …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 ... firms and platforms to distribute BlackRock's alpha-seeking and iShares investment capabilities and drives the adoption of BlackRock's portfolio construction… more
- Novo Nordisk (Plainsboro, NJ)
- …works closely across the organization to guide enterprise-wide resource allocations, investment choices, drive core operations and develop insights to drive growth ... favorable multi-million-dollar Distribution Service Agreements with the Big 3 wholesaler , including National Replenishment Center agreements + Manage the DSA… more
- Equitable (Charlotte, NC)
- Entry Level Life Internal Wholesaler (Strong Base Salary) ( 240000AH ) **Primary Location** : UNITED STATES-NC-Charlotte **Organization** : Equitable **Schedule** : ... and webinars within a designated territory. Internal wholesalers partner with an external wholesaler in the field and are responsible for driving activity and sales… more
- Lincoln Financial Group (San Diego, CA)
- …**Requisition #:** 73654 **The Role at a Glance** As an External wholesaler for Retirement Plan Services you will develop, direct, implement, and maintain ... and close attention to detail is necessary to determine proper processing of investment documents + Effective verbal and written communication skills + Skill in… more
- TD Bank (Boston, MA)
- …for the direct management of a national team of Internal Wholesalers - Investment and Planning Specialists (IWIPS). The IWIPS team is focused on driving overall ... sales proficiency for investment management, annuities and the adoption and use of...supervision of national team of Wealth Internal Wholesalers - Investment and Planning Specialists (IWIPS) including hiring, on-boarding, direct… more
- Wellington (Boston, MA)
- **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our ... investment solutions, tailored to the unique return and risk...regionally based external wholesalers in promoting and selling alternative investment products to financial advisors at large wealth platforms.… more
- Aegon Asset Management (Denver, CO)
- …years. We're a leading provider of life insurance, retirement, and investment solutions, serving millions of customers throughout the United States. Transamerica's ... insurance benefits, workplace retirement plans, individual retirement accounts, and investment products , including mutual funds, annuities, stable value solutions,… more
- The Hartford (Wayne, PA)
- …to establish and maintain open communication with an Advisor Consultant (external wholesaler ) and work together to help meet or exceed established sales goals, ... individual execution metrics, as well as firm objectives. *This position will adhere to Hartford Funds' hybrid work model, in which employees are expected to work in our Wayne, PA office location 3 days per week (Tuesdays, Wednesdays and Thursdays). Employees… more
- Diageo (IA)
- …Diageo Beer Company distributors across the two states. + Planning/leading wholesaler execution through achievement of monthly, quarterly, and annual business plan ... targets. Sets goals, drives accountability for wholesaler execution and uses metrics to measure performance and...key sales drivers by brand + Plan and manage investment (Beer & PABs) + Plan and implement kick-off… 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
- Manulife (MN)
- **The Opportunity:** John Hancock Investment Management ("JHIM"), a division of Manulife Financial, is a premier provider of asset management and investment ... we are proud to offer a full range of investment strategies that carry one of America's strongest and...recognized corporate brands. JHIM is looking for an External Wholesaler to engage new and existing clients to drive… more
- Manulife (AZ)
- **The Opportunity:** The 529 Wholesaler is responsible for the distribution of John Hancock 529 plans to the broker dealer community. This territory covers the ... sales and successes. + Build networks and relationships with internal and external wholesaler partners to meet or exceed business objectives. + Handle incoming phone… more
- Molson Coors Beverage Company (Fort Worth, TX)
- …and maximization, and alignment to 1Yuengling national programming calendar + Develop investment model for key markets, managing committed national CPC dollars, flex ... programming is done within the appropriate planning window with relevant parties ( wholesaler , ZM/DM) + Ownership of internal communication and upkeep of TYC Chatter… more
- T. Rowe Price (San Francisco, CA)
- …difference. We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today ... Plan Advisors and B2B Intermediary Sales Professionals in the defined contribution investment only (DCIO) distribution channel along with our insurance partners on… more
- Raymond James Financial, Inc. (Troy, MI)
- …**Essential Duties and Responsibilities:** * Leads the sales function for designated investment products and services. * Manages a team in identifying opportunities ... to sell and promote investment products at the broker/dealer firm level within a...and providing appropriate learning resources. * Coaches and develops wholesaler and support staff. * Plans, assigns, monitors, reviews,… more
- Aegon Asset Management (Denver, CO)
- …years. We're a leading provider of life insurance, retirement, and investment solutions, serving millions of customers throughout the United States. Transamerica's ... insurance benefits, workplace retirement plans, individual retirement accounts, and investment products , including mutual funds, annuities, stable value solutions,… more
- Neuberger Berman (New York, NY)
- …Consultant Associate (ACA) is to partner with the Advisor Consultant (external wholesaler ) to promote and sell Neuberger Berman investment products through ... ._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $481… more
- JPMorgan Chase (Los Angeles, CA)
- JP Morgan Asset & Wealth Management is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals, and retail ... Management and JPMorgan Securities) by leveraging annuity solutions to address client investment and income needs within the Goals Based Advice Framework. This role… more
- BlackRock (Princeton, NJ)
- …Model Portfolios and Model Portfolio landscape. + Deliver fiduciary and investment insights through portfolio construction conversations. + Accelerate the growth of ... + Minimum 3+ years as an experienced Model, ETF, or mutual fund wholesaler (external) + Strong financial services background with knowledge of investment … more