- Equitable (Charlotte, NC)
- Internal Wholesaler - Mutual Funds ( 250000HA )...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
- Principal Financial Group (Charlotte, NC)
- …the SE Region. This position partners closely with the Internal Wholesaler within territory for collective success in building RIA relationships. Accountable ... within the channel covering our ETF's, Separately Managed Accounts, Mutual Funds, Private capabilities. **Other responsibilities will include:** + Develop,… more