- Equitable (New Orleans, LA)
- Regional Vice President- Mutual Funds ( External Wholesaler ) - TX, OK, AR, LA & MS (REMOTE) ( 250000HE ) **Primary Location** : UNITED STATES-LA-New ... help unlock your potential? The Regional Vice President - External Wholesaler will develop and manage consultative...required. * CIMA, CFA a plus * Knowledge of Mutual Funds and Investment products - previous… more
- Equitable (Charlotte, NC)
- Internal Wholesaler - Mutual Funds (HYBRID)...is dedicated to the distribution of the 1290 retail mutual fund products issued by Equitable to ... handling meeting coverage requirements; preparing for due diligence meetings; providing wholesaler communication and training; and completing sales analysis + Works… more
- Equitable (Los Angeles, CA)
- Regional Vice President, External Wholesaler , Northern Los Angeles, CA (REMOTE TRAVEL) ( 250000OJ ) **Primary Location** : UNITED STATES-CA-Los Angeles **Other ... 1859. Equitable is looking for a dynamic and experienced External Wholesaler to join our Individual Retirement...Insurance license * Thorough knowledge of Variable Annuities and Mutual Funds * 2 years direct sales… more
- Equitable (Lexington, KY)
- Regional Vice President ( External Wholesaler ) - Kentucky & West Virginia (REMOTE) ( 250000M4 ) **Primary Location** : UNITED STATES-KY-LEXINGTON **Other ... your potential? Equitable is seeking Regional Vice President Annuities ( External Wholesaler ) to join our Team! This...Insurance License + Thorough knowledge of Variable Annuities and Mutual Funds + Previous direct financial services… more
- Manulife (CA)
- …of America's strongest and most recognized corporate brands. We are looking for an External Wholesaler to engage new and existing clients to drive sales across ... growth potential for the right candidate. **Position Responsibilities:** + Distribution of Mutual Funds , ETFs, 529 plans, UCITS, SMAs, DCIO and Private… more
- BlackRock (San Francisco, CA)
- …financial advisors. Representing a full suite of strategies from iShares ETFs, Alternatives, Mutual Funds to SMAs and sub-advisory relationships USWAs mandate is ... Sales Partner (Internal Wholesaler ):** This role partners with our Market Leader/ External Wholesaler to build relationships with clients in an assigned… more
- Aegon Asset Management (NY)
- …sales and market share. + Manage business in partnership with Internal Wholesaler . + Allocate resources provided by Transamerica Capital, Inc. + Participate in ... + Proficient using technology Preferred Qualifications + Master's degree + External wholesaling of financial services products Working Conditions + Remote… more
- BlackRock (Chicago, IL)
- …+ 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 deliver… more
- Janus Henderson Investors (Denver, CO)
- …+ Generate sales ideas and identify new sales opportunities (5%) + Travel with external wholesaler in the field on a limited basis for territory familiarity ... 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,… 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. ... coverage within a specified region. The RSS serves primarily in an external capacity and maintains ownership of cultivating relationships with regionally segmented… more
- JPMorgan Chase (New York, NY)
- …capital markets and offering timely solutions. You will play a key role in marketing mutual funds , ETFs, and separately managed accounts in partnership with an ... 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
- BlackRock (Atlanta, GA)
- …a full suite of strategies from Model Portfolios, iShares ETFs, and mutual funds to Alternatives, SMAs, and sub-advisory relationships. USWAs mandate ... three core elements: 1. In partnership with a Defined Contribution Consultant ( External Wholesaler ) drive deeper commercial results and expand relationships with… more
- JPMorgan Chase (Columbus, OH)
- …work towards achieving the goals for your territory through successful marketing of our mutual funds , ETFs, and separately managed accounts. This role is ideally ... advisors in a more user-friendly way. + Partner with the Client Advisor ( external wholesaler ) by being completely aligned on the objectives needed to achieve the… more
- JPMorgan Chase (Chicago, IL)
- …aim to meet the objectives for your territory through successful marketing of our mutual funds , ETFs, and separately managed accounts. This role is ideally ... 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
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