- BlackRock (AZ)
- …required + CIMA or CFA preferred + Minimum 5+ years as an experienced ETF or mutual fund wholesaler ( external ) + Strong financial services background ... financial 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
- Thrivent Financial (Minneapolis, MN)
- …and to complement the activities of the territory's Regional Investment Consultant ( external wholesaler ). This position is also responsible for developing ... life they want today-and tomorrow. Job Summary The Investment Consultant's (internal wholesaler ) primary responsibility is to drive Thrivent Mutual Funds, ETFs,… 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
- 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 ... teams - treat them as an extension of the external sales teams.* Train wholesalers on the products and...Track and analyze activities and sales results to assess wholesaler effectiveness and discover opportunities for improvement.* Cost and… 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 ... within the channel covering our ETF's, Separately Managed Accounts, Mutual Funds, Private capabilities. **Other responsibilities will include:** + Develop,… more
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