- Equitable (Charlotte, NC)
- Entry Level Mutual Fund Internal Wholesaler (Strong Compensation Package) ( 2500009M ) **Primary Location** : UNITED STATES-NC-Charlotte **Organization** : ... is dedicated to the distribution of the 1290 retail mutual fund products issued by Equitable to...and Equitable Advisors, the company's retail distribution organization. The sales team is responsible for cultivating new relationships with… more
- Deloitte (San Juan, PR)
- Mutual funds-Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and ... begin taking on lead client contact roles on engagements; be involved in sales and marketing activities; attend required training; and facilitate at least one… more
- US Bank (Boston, MA)
- …dynamic environment, clients expect to be serviced by professionals who understand the mutual fund industry and their client's expectations and strategic goals. ... or equivalent experience - Eight to 12 years of experience in a mutual fund related or brokerage industry position **Preferred Skills/Experience** - Advanced… more
- BlackRock (Wilmington, DE)
- …challenges with a variety of products that include separate accounts, mutual funds, iShares(R) (exchange-traded funds), and other pooled investment vehicles. ... compliance while modernizing technology for BlackRock's public websites and associated fund data. The services leveraging this platform reach millions of end… more
- Janus Henderson Investors (Denver, CO)
- …we would love to hear from you! Your opportunity + Prepare, review, and assist Sales with US mutual fund distribution agreements for clients investing ... contribution advisory programs and direct retail investments. + Manage intermediary mutual fund distribution contracts, including drafting updates, revisions and… more
- BlackRock (Princeton, NJ)
- …+ BA/BS degree or equivalent experience required + 2+ years of experience in mutual fund or brokerage industry required + FINRA Licenses: SIE, Series 7 ... **About this role** **Veterans Transition Program-Associate Market Sales Partner/Internal Wholesaler** We recognize that veterans bring a unique and valued… more
- Janus Henderson Investors (Denver, CO)
- …snacks and all employee Happy Hours Must have skills + Knowledge of mutual fund /financial industry products and services + Excellent interpersonal and customer ... to hear from you! Your opportunity + Initiate outbound sales telephone calls to clients and prospective clients to... role and two years of experience in the mutual fund /financial services industry and/or training; or… more
- Umpqua Bank (Tacoma, WA)
- …+ Service clients through researching and resolving problems. + Provide quote information and mutual fund trade entry. Equity trades can be entered by Series 7 ... Financial Service Sales Assistant Wealth Management Tacoma, Washington **Description** **About...licensed employees. Accept unsolicited mutual fund and money market investment direction… 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 of ... Due to our continued phenomenal growth, we are actively seeking client-facing sales professionals with a proven successful track record of managing an assigned… more
- Broadridge Financial Solutions (New York, NY)
- …their core business. We are looking for someone with extensive experience in software sales to the alternatives/ hedge fund market including private credit. You ... Broadridge is hiring! We are seeking an experienced VP, Sales . In this position you will report to the...guided by the Service-Profit Chainthe idea that success is mutual , directly connecting employee engagement, client satisfaction, and the… more
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