- BlackRock (Boston, MA)
- …CFA preferred + Minimum 3+ years as an experienced Model, ETF, or mutual fund wholesaler (external) + Strong financial services background with knowledge of ... investment trends and advisor practices + Exceptional verbal and written communication skills + Strong territory management and sales skills, including profiling and resource deployment + NASD Series 7 and 66 (or 63 & 65) required + Clean U-4 + Part-time… more
- Wellington (Boston, MA)
- …and executing sales plans to promote Wellington private equity, credit and hedge fund strategies + Lead and execute calling campaigns to introduce products, schedule ... meetings, and generate new business opportunities + Track and follow up on leads to ensure a robust sales pipeline growth + Build and maintain strong relationships with financial advisors, providing them with product information, updates, and support + Work… more
- Manulife (Boston, MA)
- The Internal Sales Consultant collaborates with a team that includes a wholesaler and a relationship manager to educate financial advisors about retirement plans, ... to the JH platform to ensure the plan sponsor has appropriate and diverse fund line-up offering providing full style box coverage. + Lead projects for department… more