- BlackRock (Chicago, IL)
- …Sales Partner (Internal Wholesaler ):** This role partners with our Market Leader/ External Wholesaler to build relationships with clients in an assigned ... Advisory business manages the firm's relationships with US retail investors and financial advisors. Representing a full suite of strategies from iShares ETFs,… more
- Lincoln Financial (Greensboro, NC)
- …opportunity. **Requisition #:** 74473 **The Role at a Glance** As an Internal Wholesaler , you will build and maintain strong business relationships with key sales ... growth opportunities. + Developing and maintaining collaborative relationships with internal/ external stakeholders to achieve sales objectives. + Developing business… more
- 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 ... Advisory business manages the firm's relationships with US retail investors and financial advisors. Representing a full suite of strategies from Model Portfolios,… more
- Anheuser-Busch (Fresno, CA)
- …wholesalers, cultivating a strategic relationship at a higher level of the wholesaler organization. Using a strategic, forward-thinking mindset, elevate AB's role & ... with Commercial Director, TMM, and other internal teams, along with wholesaler teams on all issues and sales opportunities, including merchandising, marketing,… more
- Jackson National Life Insurance Company (Nashville, TN)
- …login to Workday and apply through Jobs Hub._** **Job Purpose** **The RIA External Consultant is responsible for developing and implementing a business plan to ... achieve sales goals by covering a defined geographic territory as the sole Wholesaler in the Independent Registered Investment Advisor market. The territory for this… more
- Endo International (Malvern, PA)
- …(5%) Customer Account Management (5%) + Negotiate contractual product deals and financial terms with external customers with management oversight; assess ... and wholesaler EDI data sets. + Working knowledge of financial practices such as average selling price, gross-to-net sales components, forecasting, budgeting… more
- Equitable (Charlotte, NC)
- …7 and Series 66 or 65 strongly desired. + Prior experience as a financial advisor or wholesaler . + Strong follow-through ability and process-oriented mindset. + ... Financial Advisor Recruiter (Strong Comp. Plan) ( 25000086...ability to negotiate successfully across the organization and with external vendors and clients in a constructive and collaborative… more
- Covr Financial Technologies (Hartford, CT)
- …to financial advisors and serves as a hybrid role between both an External Wholesaler and Internal Wholesaler position. This role is responsible for ... for life, long-term care, and disability insurance products sold through financial and wealth management advisors, banks, credit unions, RIAs, consumer brands… more
- Covr Financial Technologies (San Francisco, CA)
- …to financial advisors and serves as a hybrid role between both an External Wholesaler and Internal Wholesaler position. This role is responsible for ... for people to protect what matters most. Through partnerships with financial institutions and advisors, Covr's innovative digital platform provides the capability… more
- Equitable (Charlotte, NC)
- …to forecast and establish said goals. + Assist in identifying needs of financial intermediaries, producers and prospects and coordinate field feedback to support key ... ambassador and subject matter expert in our strategies to internal and external audiences, presenting at national and regional advisor conferences, and branch… more
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