• Entry Level Mutual Funds Internal…

    Equitable (Charlotte, NC)
    Entry Level Mutual Funds Internal Wholesaler ...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 (09/10/25)
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  • Sales Desk Manager- Funds Team (Strong…

    Equitable (Charlotte, NC)
    …logs, sales presentations and general business activities designed to promote and sell 1290 Funds mutual fund strategies. This person will also be ... 3rd Party Advisors, consultants & Equitable wholesalers selling 1290 Funds retail mutual funds . This...also possess knowledge of investment products and strategies, the mutual fund industry, and advisory platform marketplace,… more
    Equitable (08/20/25)
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  • Sr Director - Institutional Wealth Management…

    Principal Financial Group (Charlotte, NC)
    …relationships within the channel covering our ETF's, Separately Managed Accounts, Mutual Funds , Private capabilities. **Other responsibilities will include:** + ... Great Lakes Region. This position partners closely with the Internal Wholesaler within territory for collective success in building RIA relationships. Accountable… more
    Principal Financial Group (09/13/25)
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