- Principal Financial Group (Baltimore, MD)
- …suburbs of DC, and Southern Maryland. This position partners closely with the Internal Wholesaler within territory for collective success in growing advisor ... within all channels covering our ETF's, Separately Managed Accounts and Mutual Funds. **Other responsibilities will include:** + Develop, recommend and implement… more
- Equitable (Charlotte, NC)
- Internal Wholesaler - Mutual Funds (...is dedicated to the distribution of the 1290 retail mutual fund products issued by Equitable to professional ... handling meeting coverage requirements; preparing for due diligence meetings; providing wholesaler communication and training; and completing sales analysis + Works… more
- Equitable (New Orleans, LA)
- … internal sales desk to assist in managing territory. Work with and train Internal Wholesaler to work collaboratively with RVP. + Use Salesforce (CRM) to log ... Regional Vice President- Mutual Funds (External Wholesaler ) - TX,...must be able to identify, create and implement investment fund and MPS model sales opportunities. + Knowledge of… more
- Aegon Asset Management (Denver, CO)
- …and product knowledge in specialty areas based on business need (eg retirement, mutual fund , annuity, life, employee benefits) + Knowledge of adult learning ... , which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications,… more
- Janus Henderson Investors (Denver, CO)
- …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, ... identify new sales opportunities (5%) + Travel with external wholesaler in the field on a limited basis for...business relationships Nice to have skills + Knowledge of mutual fund /financial industry products and services +… more
- T. Rowe Price (Baltimore, MD)
- …conventional forms of communication. The incumbent advocates on behalf of the firm's internal mutual fund policies providing investment reviews to ... strategy, product, and distribution structure. The function is benchmarked on internal and third-party satisfaction ratings, net new flows, new wins, call-profiling… more
- Principal Financial Group (Washington, DC)
- …RIA channel throughout the SE Region. This position partners closely with the Internal Wholesaler within territory for collective success in building RIA ... within the channel covering our ETF's, Separately Managed Accounts, Mutual Funds, Private capabilities. **Other responsibilities will include:** + Develop,… more
