- Aegon Asset Management (Denver, CO)
- …* For more information, visit transamerica.com . Job Description Summary Compile annuity and mutual fund sales data and insight reports for National Accounts ... from each partner to help them develop strategies on sales approach and resource deployment. + Design, build, monitor,...Tableau, SQL Server, Salesforce + Knowledge of annuity and mutual fund products Working Conditions + Hybrid… 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 ... Job Family Sales Support / Operations About Us At Transamerica,...Job Description Summary Deliver an exceptional training experience to sales teams through customized presentations for large scale projects,… more
- US Bank (Boston, MA)
- …dynamic environment, clients expect to be serviced by professionals who understand the mutual fund industry and their client's expectations and strategic goals. ... field, or equivalent experience - One to two years of experience in a mutual fund related or brokerage industry position **Preferred Skills/Experience** - Solid… more
- Cleveland Research Company (Cleveland, OH)
- Hedge Fund Sales Consultant Intern- Summer 2026 Have immediate impact | Be passionate about what you do | Grow with us Cleveland Research Company is an employee ... covered companies and industry forecasts. Our clients (Hedge Funds, Mutual Funds, Branded manufacturers, and Food manufacturers) find value...reliable research product in the market. As a Hedge Fund Sales Consultant Summer Intern, you will… more
- Equitable (Charlotte, NC)
- …potential? This role is dedicated to the distribution of the 1290 retail mutual fund products issued by Equitable to professional financial intermediaries such ... Internal Wholesaler- Mutual Funds ( 250000HA ) **Primary Location** :...and Equitable Advisors, the company's retail distribution organization. The sales team is responsible for cultivating new relationships with… more
- Equitable (New Orleans, LA)
- …sales goals. Candidate must be able to identify, create and implement investment fund and MPS model sales opportunities. + Knowledge of territory management ... Regional Vice President- Mutual Funds (External Wholesaler) - TX, OK, AR,...Mutual Funds and Investment products - previous direct sales experience required. * Demonstrated communication/interpersonal skills * Proven… more
- Deloitte (Morristown, NJ)
- Mutual funds-Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and ... begin taking on lead client contact roles on engagements; be involved in sales and marketing activities; attend required training; and facilitate at least one… more
- US Bank (Cincinnati, OH)
- …and discover what you excel at-all from Day One. **Job Description** The Global Fund Custody Account Opening team performs opening of Global Fund Services ... clients. These accounts are established to hold assets of mutual funds, exchange traded funds, hedge funds, private equity...Effectively communicate efforts, status updates, and challenges to Global Fund Custody Onboarding team and Global Fund … more
- Janus Henderson Investors (Chicago, IL)
- …own, we would love to hear from you! Your opportunity + Prepare, review, and assist Sales with US mutual fund distribution agreements and alternative fund ... for clients investing in separately managed accounts. + Manage intermediary mutual fund distribution contracts, including drafting updates, revisions and… 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, ... to hear from you! Your opportunity + Initiate outbound sales telephone calls to clients and prospective clients to...business relationships Nice to have skills + Knowledge of mutual fund /financial industry products and services +… more
- Ace Hardware (Albany, NY)
- …taking market share in the hard-lines industry - and we're looking for a proven sales leader to join our team. Do you have a track record of building top-performing ... like. Our team is currently looking for a **Field Sales Manager (FSM)** who will lead a high-performing ...help Children's Miracle Network Hospitals and the Ace Helpful Fund through the Ace Foundation + Emery Jensen invests… more
- T. Rowe Price (Baltimore, MD)
- …of communication. The incumbent advocates on behalf of the firm's internal mutual fund policies providing investment reviews to sophisticated audiences. ... candidates currently residing in Chicago or Minnesota. The Retirement Regional Sales Specialist (RSS) develops and maintains relationships within regionally assigned… more
- Ace Hardware (Auburn, ME)
- …Pro Lumber, Paint, Hardware, and E-retailer customer segments. This field-based Retail Sales Specialist will assist in driving sales through effective ... changes related to retail execution with and to the Sales Director, Strategic Account Manager and the Customer(s). This...help Children's Miracle Network Hospitals and the Ace Helpful Fund through the Ace Foundation + Emery Jensen invests… more
- T. Rowe Price (Colorado Springs, CO)
- …of contact for inbound participant service requests. Respond to requests for investment, mutual fund , and account information. Resolve complex account issues. + ... matter to you . Role Summary As an Associate Sales Consultant for Workplace, you will play an integral...needs, and resolving complex situations. As part of our sales team, you will identify and qualify high-value participants… more
- T. Rowe Price (Colorado Springs, CO)
- …contact for inbound participant service requests + Respond to requests for investment, mutual fund , and account information. Resolve complex account issues + ... matter to you . Role Summary As a Senior Sales Specialist, you will play an integral role in...needs, and resolving complex situations. As part of our sales team, you will identify and qualify high-value participants… more
- BlackRock (New York, NY)
- …tax advice and consultation on all tax matters related to BlackRock's US fund range, including exchange traded funds, retail mutual funds, business development ... tax support and strategic advice across a range of investment products and fund structures, with a specific focus on products that provide investors exposure to… more
- BMO Financial Group (Scottsdale, AZ)
- …and provides solutions though the sales of managed products and services (eg mutual funds, mutual fund wrap accounts, ETF wrap accounts, insurance, ... referrals to business partners. + Supports the achievement of sales and performance targets for new asset sales... sales and performance targets for new asset sales , joint appointments, fee-based sales , and financial… more
- TIAA (Charlotte, NC)
- …4+ years of public/private investment taxation experience. + CPA preferred. + Mutual Fund /RIC compliance experience strongly preferred. Experience with Business ... is a plus. + Knowledge of private credit and traditional private equity fund taxation. + Proficient in Microsoft Excel. + Highly organized and detail-oriented… more
- SAP (Chicago, IL)
- …priority Sell partners (~10 VARs) per partner coverage model + Development Fund Optimization: Optimize use and allocation of Development Funds for priority partners ... close alignment with Partner Business Managers (PBMs), ensuring execution supports mutual goals. + Launch Alignment: Ensure Partner-Led events extend company product… more
- Zoom (Santa Barbara, CA)
- …growth across the Americas. Working hand-in-hand with the AMER Channel Sales organization, they design and execute programs that drive partner engagement, ... impactful partner experiences, amplifying Zoom's value in the market, and fueling mutual success across our entire channel community. Responsibilities + Leading and… more