- Commerce Bank (Kansas City, MO)
- …resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after 160 ... of Commerce Funds + Provide sales support for Commerce Investment Advisors, Commerce Trust Company (CTC), and Commerce Funds...This compensation range is for the Commerce Mutual Funds Wholesaler job and contemplates a wide range of factors… more
- Lincoln Financial (Los Angeles, CA)
- …**Requisition #:** 74783 **The Role at a Glance** As an External wholesaler for Retirement Plan Services you will develop, direct, implement, and maintain ... and close attention to detail is necessary to determine proper processing of investment documents + Effective verbal and written communication skills + Skill in… more
- Wellington (Boston, MA)
- **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our ... investment solutions, tailored to the unique return and risk...regionally based external wholesalers in promoting and selling alternative investment products to financial advisors at large wealth platforms.… more
- Aegon Asset Management (Denver, CO)
- …of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. ... of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of… more
- Wells Fargo (Dallas, TX)
- …(or FINRA recognized equivalents) **Desired Qualifications:** + 4+ years of wholesaler or like experience in Alternative Investment product categories ... this role:** Wells Fargo is seeking a Lead Alternative Investment Consultant (Lead Wealth Investment Consultant) in the Alternative Investments group as part of… more
- JPMorgan Chase (New York, NY)
- …all over the globe meet their financial goals by providing industry leading investment solutions. Our wide array of financial strategies - equity, fixed income, cash ... more user-friendly way + Partner with Client Advisor (external wholesaler ) by being completely aligned on the objectives needed...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- Anheuser-Busch (St. Louis, MO)
- …wholesalers and internal partners and ensuring alignment between company and customer ( wholesaler ) objectives in the Central Texas region. Build strategies to drive ... Director, Trade Marketing Manager, and other internal teams, along with wholesaler teams on all issues and sales opportunities; including: merchandising, marketing,… more
- Diageo (AZ)
- …Legacy Beverage, Canyon Distributing and Southern AZ. + Planning/leading wholesaler execution through achievement of monthly, quarterly, and annual business ... plan targets. Sets goals, drives accountability for wholesaler execution and uses metrics to measure performance and...key sales drivers by brand + Plan and manage investment (Beer & PABs) + Plan and implement kick-off… more
- The Hartford (Wayne, PA)
- …to establish and maintain open communication with an Advisor Consultant (external wholesaler ) and work together to help meet or exceed established sales goals, ... individual execution metrics, as well as firm objectives. *This position will adhere to Hartford Funds' sales desk hybrid work model, in which employees are expected to work in our Wayne, PA office location 4 days per week (Mondays, Tuesdays, Wednesdays, and… more
- FIFCO USA (Miami, FL)
- …market (including on-time ordering of all TM & chain program POS) + Review wholesaler inventory levels weekly to ensure proper days on hand. Communicate gaps and ... opportunities to ensure product availability + Manage wholesaler ordering, confirmation, and tracking. Oversee all FOB and PTR (QD's) for all brands and any price… more