- Thrivent Financial (Minneapolis, MN)
- …the assigned region(s) and to complement the activities of the territory's Regional Investment Consultant ( external wholesaler ). This position is also ... the life they want today-and tomorrow. Job Summary The Investment Consultant's (internal wholesaler ) primary responsibility is...case consultation skills to drive sales. + Partner with External Regional Investment Consultant in the field… more
- 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
- Jackson National Life Insurance Company (Nashville, TN)
- …- regularly sharing success stories, sales idea positioning and ensuring consistency between External Wholesaler members and Internal Wholesaler members. + ... with External Wholesalers and Internal Wholesalers, the Hybrid Product Wholesaler (HPW) is responsible for developing and implementing a business plan to… 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
- 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
- Principal Financial Group (Los Angeles, CA)
- …CA, AZ, ID, WY). This position partners closely with the Internal Wholesaler within territory for collective success in building RIA relationships. Accountable for ... If you have extensive knowledge of the financial markets, investment products, and building advisor relationships - then this...Prefer at least two years of prior internal or external wholesaling experience and CIMA, CMA, CFA, or CFP… more
- BlackRock (AZ)
- …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
- 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
- The Hartford (Wayne, PA)
- …closely with internal support teams - treat them as an extension of the external sales teams.* Train wholesalers on the products and processes, coach, and work with ... activity.* Track and analyze activities and sales results to assess wholesaler effectiveness and discover opportunities for improvement.* Cost and compliance… more
- Diageo (NY)
- …Fiscal Year industry growth forecast . Diageo city strategy which informs investment , brand plans, activation and execution focus . Differentiated growth targets ... & influences across a large network of internal and external partners, so the ability to manage indirectly through...the Growth Plan development for both Diageo and our Wholesaler partners + Support markets to cross-functionally develop and… more