- JPMorgan Chase (Columbus, OH)
- … advisors in a more user-friendly way. + Partner with the Client Advisor ( external wholesaler ) by being completely aligned on the objectives needed to achieve ... communication and presentation skills. **Preferred qualifications, capabilities and skills:** + Financial service and/or related sales leadership experience is… more
- JPMorgan Chase (Chicago, IL)
- …financial advisors in a more user-friendly way + Partner with Client Advisor ( external wholesaler ) by being completely aligned on the objectives needed to ... capabilities and skills** + Bachelor's degree required + Two years of financial service experience and/or related sales leadership experience + Series 7 and… more
- Equitable (Charlotte, NC)
- …that will help unlock your potential? **Key Job Responsibilities** + Liaison between an external wholesaler team in a specified division and IR service ... service and new business cases for top financial advisors. + This person will deliver white glove...ability to negotiate successfully across the organization and with external vendors and clients in a constructive and collaborative… more
- Janus Henderson Investors (Denver, CO)
- …+ Generate sales ideas and identify new sales opportunities (5%) + Travel with external wholesaler in the field on a limited basis for territory familiarity ... outcomes through differentiated insights, disciplined investments, and world-class service . We will do this by protecting and growing...role and two years of experience in the mutual fund/ financial services industry and/or training; or an… more
- Principal Financial Group (Washington, DC)
- …a personal and professional level. Together, we're imagining a more purpose-led future for financial services - and that starts with you. Our success depends on ... the SE Region. This position partners closely with the Internal Wholesaler within territory for collective success in building RIA relationships. Accountable… more
- CVS Health (Baton Rouge, LA)
- …(with SOPs), capacity / forecast planning, and tools to execute operational service catalog + Implement key performance indicators (KPIs) to manage operations + ... Maintain effective working relationships with a variety of internal and external partners, including PRU, legal, compliance, regulatory, data science, and… more