- Thrivent Financial (Minneapolis, MN)
- …Investment Consultant's (internal wholesaler ) primary responsibility is to drive Thrivent Mutual Funds , ETFs, and Managed Accounts sales through an increased ... and to complement the activities of the territory's Regional Investment Consultant ( external wholesaler ). This position is also responsible for developing… 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. + ... or related work experience required.** **3+ years of sales experience in investments, mutual funds , insurance, or annuities required.** **6+ months experience as… 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 ... asset manager? BlackRock is seeking a Market Sales Partner/Internal Wholesaler to become part of our US Wealth Advisory...equivalent experience required + 2+ years of experience in mutual fund or brokerage industry required +… more
- Aegon Asset Management (Denver, CO)
- …. Job Description Summary Provide support for all internal and external sales efforts on all Transamerica product lines. Job Description Responsibilities ... with the Cedar Rapids home office departments, the Internal and External Wholesalers, Divisional Vice Presidents, Channel Heads and the Internal Relationship… more
- BlackRock (AZ)
- …required + CIMA or CFA preferred + Minimum 5+ years as an experienced ETF or mutual fund wholesaler ( external ) + Strong financial services background ... advisors. Representing a full suite of strategies from iShares ETFs and mutual funds to Alternatives, SMAs, USWA's mandate is to deliver One BlackRock to… more
- The Hartford (Wayne, PA)
- …Demonstrated abilities in coaching a sales organization and accomplishment of goals with a mutual fund firm; ETF and SMA sales experience is a plus.* Outstanding ... and accomplishments to optimize sales results of the Hartford Funds . The Divisional Sales Manager will represent Hartford ...teams - treat them as an extension of the external sales teams.* Train wholesalers on the products and… more
- Principal Financial Group (Los Angeles, CA)
- …relationships within the channel covering our ETF's, Separately Managed Accounts, Mutual Funds , Private capabilities. **Other responsibilities will include:** + ... CA, AZ, ID, WY). This position partners closely with the Internal Wholesaler within territory for collective success in building RIA relationships. Accountable for… more
- Janus Henderson Investors (Denver, CO)
- …+ Generate sales ideas and identify new sales opportunities (5%) + Travel with external wholesaler in the field on a limited basis for territory familiarity ... or internal sales role and two years of experience in the mutual fund /financial services industry and/or training; or an equivalent combination of education,… more
- JPMorgan Chase (New York, NY)
- …capital markets and offering timely solutions. You will play a key role in marketing mutual funds , ETFs, and separately managed accounts in partnership with an ... 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
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