- BlackRock (San Francisco, CA)
- …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
- Jackson National Life Insurance Company (Nashville, TN)
- …to Workday and apply through Jobs Hub._** **Job Purpose** **The internal Wholesaler Training Program provides a highly motivated individual with an opportunity to ... fit into a client's overall financial planning and retirement strategy. The Internal Wholesaler Training Program is designed to help an individual develop the skills… more
- Equitable (Charlotte, NC)
- Hybrid Wholesaler - Mutual Funds (Based out of Charlotte, NC) ( 240000N1 ) **Primary Location** : UNITED STATES-NC-Charlotte **Organization** : Equitable **Schedule** ... Equitable is looking for a Regional Vice President (Hybrid Wholesaler ) to join our 1290 Funds team. This RVP...practices, tools, and techniques; ability to manage and maximize investment business for multiple geographical areas. The base salary… more
- Lincoln Financial Group (Hartford, CT)
- …**Requisition #:** 73912 **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
- 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)
- …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
- Raymond James Financial, Inc. (Troy, MI)
- …and presentation. * Assists in the creation of Preferred Client Proposals, Investment Policy Statements, Zephyr and Morningstar reports as needed. * Assists in ... supporting marketing campaigns by organizing and implementing telephone calls and mailings. * Responds to requests from Financial Advisors who need assistance in selling products. * Performs other duties and responsibilities as assigned. **Qualifications**… 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 (GA)
- …performance of the DBC portfolio at United Distributors. + 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 execute 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
- FIFCO USA (Albany, NY)
- …market (including on-time ordering of all TM & chain program POS) + Review wholesaler inventory levels weekly to ensure proper days on hand. Communicate gaps and ... opportunities to ensure product availability + Manage wholesaler ordering, confirmation, and tracking. Oversee all FOB and PTR (QD's) for all brands and any price… more
- JPMorgan Chase (Columbus, OH)
- …around the globe meet their financial goals by providing industry-leading investment solutions. Our wide array of financial strategies-equity, fixed income, cash ... Internal Client Advisor. **Job Summary:** As an Internal Client Advisor (internal wholesaler ), you will assist financial advisors in navigating the complexities of… more
- Manulife (Boston, MA)
- …Sales Consultant works as a member of a team composed of a wholesaler and relationship manager who are responsible for educating financial advisors on retirement ... + Establish and maintain relationships with Financial Advisors and Registered Investment Advisors. + Partner with a Regional Vice President in the… more
- BlackRock (CO)
- …of BlackRock iShares products and ETF landscape. + Deliver fiduciary and investment insights through portfolio construction conversations. + Accelerate the growth of ... CFA preferred + Minimum 5+ years as an experienced ETF or mutual fund wholesaler (external) + Strong financial services background with knowledge of investment … more
- BlackRock (New York, NY)
- …- all Boroughs. **Primary Responsibilities:** + Deliver fiduciary and investment insights through portfolio construction conversations + Cultivate advisor ... MBA preferred + Minimum 5+ years as an experienced ETF or mutual fund wholesaler (external) + Strong financial services background with knowledge of investment … 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
- BlackRock (San Francisco, CA)
- …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
- 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
- Jackson National Life Insurance Company (Nashville, TN)
- …for budget and expenses. + Works in conjunction with an Internal Wholesaler to identify and foster leads generated from referrals, campaigns and territory ... mutual funds, insurance or annuities preferred.** **Prior annuity or investment external wholesaling experience is preferred.** **Securities Industry Essentials… more
- JPMorgan Chase (New York, NY)
- …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 user-friendly way + Partner with Client Advisor (external wholesaler ) by being completely aligned on the objectives needed...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more