- 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 (New Orleans, LA)
- Regional Vice President- Mutual Funds (External Wholesaler ) - TX, OK, AR, LA & MS (REMOTE) ( 250000HE ) **Primary Location** : UNITED STATES-LA-New Orleans ... unlock your potential? The Regional Vice President - External Wholesaler will develop and manage consultative relationships with existing...required. * CIMA, CFA a plus * Knowledge of Mutual Funds and Investment products - previous… more
- Commerce Bank (Kansas City, MO)
- …of the compensation range for some roles. This compensation range is for the Commerce Mutual Funds Wholesaler job and contemplates a wide range of factors ... degree or equivalent combination of education and experience required + 3+ years mutual funds wholesaling experience preferred + FINRA Series 6 and 63 required +… 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 ... across the entire breadth of each of BlackRock's solution sets (ETFs, Mutual Funds , SMA, Alternatives, Models). **Primary Responsibilities:** + Develop deep… more
- Manulife (CA)
- …growth potential for the right candidate. **Position Responsibilities:** + Distribution of Mutual Funds , ETFs, 529 plans, UCITS, SMAs, DCIO and Private ... strongest and most recognized corporate brands. We are looking for an External Wholesaler to engage new and existing clients to drive sales across the entire… more
- Equitable (Los Angeles, CA)
- …and Variable Annuities Insurance license * Thorough knowledge of Variable Annuities and Mutual Funds * 2 years direct sales experience **Preferred** * Experience ... Regional Vice President, External Wholesaler , Northern Los Angeles, CA (REMOTE TRAVEL) (...Equitable is looking for a dynamic and experienced External Wholesaler to join our Individual Retirement team supporting Annuities.… more
- Equitable (Lexington, KY)
- …Health and Annuities Insurance License + Thorough knowledge of Variable Annuities and Mutual Funds + Previous direct financial services sales experience + Valid ... Regional Vice President (External Wholesaler ) - Kentucky & West Virginia (REMOTE) (...potential? Equitable is seeking Regional Vice President Annuities (External Wholesaler ) to join our Team! This role is responsible… more
- Principal Financial Group (Des Moines, IA)
- …to engage advisors (phone, email, meetings) + Solve for needs across products: mutual funds , separately managed accounts, ETF's, 529's, internal funds , ... Exchange Traded Funds (ETFs), Separately Managed Accounts, and Mutual Funds **Salary Range Information** Salary ranges below reflect targeted base salaries.… more
- Aegon Asset Management (Denver, CO)
- …sales by proactively and reactively marketing Transamerica as a premier provider of mutual funds , annuities, and insurance products. This is accomplished by ... Presidents (RVP) with a common goal of increasing company's share of mutual funds , annuity, and insurance marketplace as well as visibility of Transamerica's… 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 ... on interactions with sales leadership, managerial feedback, and observation of wholesaler activity and performance. Conduct ongoing evaluation of the effectiveness… 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 ... Transamerica national and summer sales conferences, bi-annual regional sales meetings, training, and sales meetings as required. + Stay compliant in accordance with Transamerica Capital, Inc. rules, policies and procedures. + Stay current on Transamerica… 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
- Manulife (Tempe, AZ)
- …Wholesaler that reports to this position proactively markets and solicits retail mutual funds , ETFs, 529 College Saving Plans, Separately Managed Accounts, ... supports the John Hancock Sales Process + Address potential internal wholesaler direct report performance issues early and make improvement/personnel recommendations… more
- Principal Financial Group (Phoenix, AZ)
- …relationships within all channels covering our ETF's, Separately Managed Accounts and Mutual Funds . **Other responsibilities will include:** + Develop, recommend ... Management throughout Arizona. This position partners closely with the Internal Wholesaler within territory for collective success in growing advisor relationships.… more
- 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
- 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
- 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 ... elements: 1. In partnership with a Defined Contribution Consultant (External Wholesaler ) drive deeper commercial results and expand relationships with the largest… 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 ... in a more user-friendly way. + Partner with the Client Advisor (external wholesaler ) by being completely aligned on the objectives needed to achieve the territory's… 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
- 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. ... with other key TPD stakeholders in developing advisor and platform wholesaler engagement themes/campaigns. The incumbent collaborates with the Head of Retirement,… more
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