- Equitable (Charlotte, NC)
- Hybrid Wholesaler - Mutual Funds (Based out of...This RVP will be responsible for driving growth of 1290 Fund sales in their assigned region. You will ... Equitable is looking for a Regional Vice President (Hybrid Wholesaler ) to join our 1290 Funds team....Candidate must be able to identify, create and implement fund sales opportunities. + The candidate will… more
- Aegon Asset Management (Denver, CO)
- … by proactively and reactively marketing Transamerica as a premier provider of mutual funds , annuities, and insurance products. This is accomplished by ... Job Family Internal Sales About Us At Transamerica, hard work, innovative...with a common goal of increasing company's share of mutual funds , annuity, and insurance marketplace as… more
- BlackRock (San Francisco, CA)
- …**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… more
- Equitable (WI)
- …+ FINRA Series 6/7, LH&A and 63 required + 5 years Variable Annuities or Mutual Funds direct sales experience required + Willingness to travel 50% ... Regional Vice President (External Wholesaler ) - Wisconsin "All Distribution Channels" ( 240000M3...new relationships. Responsible for territory management. + Utilize internal sales desk for enhanced customer service. + Follow up… more
- Aegon Asset Management (Denver, CO)
- Job Family Internal Sales About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the ... . Job Description Summary Provide support for all internal and external sales efforts on all Transamerica product lines. Job Description Responsibilities + As… more
- BlackRock (San Francisco, CA)
- …CIMA or CFA preferred + Minimum 3+ years as an experienced Model, ETF, or mutual fund wholesaler (external) + Strong financial services background with ... Representing a full suite of strategies from Model Portfolios, iShares ETFs, and mutual funds to Alternatives, SMAs and sub-advisory relationships USWAs mandate… more
- JPMorgan Chase (Columbus, OH)
- …will strive to meet the goals for your territory by successfully marketing our mutual funds , ETFs, and separately managed accounts. This role is most rewarding ... Internal Client Advisor. **Job Summary:** As an Internal Client Advisor (internal wholesaler ), you will assist financial advisors in navigating the complexities of… more
- BlackRock (CO)
- …+ CIMA or CFA preferred + Minimum 5+ years as an experienced ETF or mutual fund wholesaler (external) + Strong financial services background with knowledge ... a full suite of strategies from iShares ETFs and mutual funds to Alternatives, SMAs, USWA's mandate...the segmented Market Leaders to identify and drive iShares sales opportunities with a focus on the whole portfolio.… more
- Jackson National Life Insurance Company (Nashville, TN)
- …+ Meet activity requirements. **Qualifications** **Bachelor's Degree required.** **3+ years of sales experience in investments, mutual funds , insurance or ... and expenses. + Works in conjunction with an Internal Wholesaler to identify and foster leads generated from referrals,...**5+ years of sales experience in investments, mutual funds , insurance or annuities preferred.** **Prior… more
- BlackRock (New York, NY)
- …CFP, CFA or MBA preferred + Minimum 5+ years as an experienced ETF or mutual fund wholesaler (external) + Strong financial services background with knowledge ... - Index & Active ETFs in a portfolio based sales process. (2) Partner with their Divisional and Market...Divisional and Market Teams to identify and drive iShares sales opportunities. (3) Deliver deep ETF expertise to advisors… more
- JPMorgan Chase (New York, NY)
- …markets and offering timely solutions. You will play a key role in marketing mutual funds , ETFs, and separately managed accounts in partnership with an External ... advisors in a more user-friendly way + Partner with Client Advisor (external wholesaler ) by being completely aligned on the objectives needed to achieve the… more