• Associate, US Wealth Advisory Model Specialist

    BlackRock (Princeton, NJ)
    …CIMA or CFA preferred + Minimum 3+ years as an experienced Model, ETF, or mutual fund wholesaler (external) + Strong financial services background with ... a full suite of strategies from Model Portfolios, iShares ETFs, and mutual funds to Alternatives, SMAs and sub-advisory relationships USWAs mandate is to… more
    BlackRock (08/22/24)
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  • Internal Wholesaler - Market Sales Partner

    BlackRock (Princeton, NJ)
    …**Qualifications:** + BA/BS degree or equivalent experience required + 2+ years of experience in mutual fund or brokerage industry required + Series 7 & 66 (63 & ... 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… more
    BlackRock (08/02/24)
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  • Internal Sales Consultant

    Janus Henderson Investors (Denver, CO)
    …client support or internal sales role and two years of experience in the mutual fund /financial services industry and/or training; or an equivalent combination of ... 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
    Janus Henderson Investors (08/22/24)
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  • Retirement, Regional Sales Specialist - CA or AZ

    T. Rowe Price (San Francisco, CA)
    …of communication. The incumbent advocates on behalf of the firm's internal mutual fund policies providing investment reviews to sophisticated audiences. ... with other key TPD stakeholders in developing advisor and platform wholesaler engagement themes/campaigns. The incumbent collaborates with the Head of Retirement,… more
    T. Rowe Price (07/30/24)
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