- JPMorgan Chase (Chicago, IL)
- …to financial advisors in a more user-friendly way + Partner with Client Advisor ( external wholesaler ) by being completely aligned on the objectives needed to ... meet the objectives for your territory through successful marketing of our mutual funds , ETFs, and separately managed accounts. This role is ideally suited for team… more
- JPMorgan Chase (Columbus, OH)
- …financial advisors in a more user-friendly way. + Partner with the Client Advisor ( external wholesaler ) by being completely aligned on the objectives needed to ... achieving the goals for your territory through successful marketing of our mutual funds , ETFs, and separately managed accounts. This role is ideally suited for team… more
- BlackRock (Boston, MA)
- …three core elements: 1. In partnership with a Defined Contribution Consultant ( External Wholesaler ) drive deeper commercial results and expand relationships 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
- Vanguard (Charlotte, NC)
- …& Development Program designed to prepare participants to become an Internal Wholesaler at Vanguard. This program offers comprehensive training in Vanguard sales ... candidates are eligible to get back in territory and partner with an External Sales Executive. Key Responsibilities: + Sales Training: Learn and apply effective… more
- BlackRock (Boston, MA)
- …or CFA preferred + Minimum 3+ years as an experienced Model, ETF, or mutual fund wholesaler ( external ) + Strong financial services background with knowledge ... 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 One… more
- Equitable (Charlotte, NC)
- National Sales Manager- 1290 Funds ( 250000A2 ) **Primary Location** : UNITED STATES-NC-Charlotte **Other Locations** : UNITED STATES-Remote **Organization** : ... and territory pipelines to drive national sales of 1290 Funds mutual funds . + Implement point of...subject matter expert in our strategies to internal and external audiences, presenting at national and regional advisor conferences,… more
- Aegon Asset Management (Denver, CO)
- …. Job Description Summary Provide support for all internal and external sales efforts on all Transamerica product lines. Job Description Responsibilities ... with the Cedar Rapids home office departments, the Internal and External Wholesalers, Divisional Vice Presidents, Channel Heads and the Internal Relationship… 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
- Anheuser-Busch (MA)
- …negotiations and territory specific budget that includes rights fees and activation funds + Ensures mobile asset requests are complete and aligned with brands ... and priorities weekly/monthly + Coach and mentor Trade Activation Managers and wholesaler sales teams + Direct channel specific pilots; manage optimization of each… more
- Jackson National Life Insurance Company (Nashville, TN)
- …for budget and expenses. + Works in conjunction with an Internal Wholesaler to identify and foster leads generated from referrals, campaigns and territory ... **Bachelor's Degree required.** **3+ years of sales experience in investments, mutual funds , insurance or annuities required.** **5+ years of sales experience in… more