- Equitable (Charlotte, NC)
- Entry Level Mutual Fund Internal Wholesaler (Strong Compensation Package) ( 250000HA ) **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
- Equitable (Charlotte, NC)
- Sales Desk Manager- Mutual Funds Team...business activities designed to promote and sell 1290 Funds mutual fund strategies. This person will also ... your potential? Equitable is looking for a 1290 Funds Sales Desk National Manager to join our team in...also possess knowledge of investment products and strategies, the mutual fund industry, and advisory platform marketplace,… more
- Cleveland Research Company (Cleveland, OH)
- Hedge Fund Sales Consultant Intern- Summer 2026 Have immediate impact | Be passionate about what you do | Grow with us Cleveland Research Company is an employee ... covered companies and industry forecasts. Our clients (Hedge Funds, Mutual Funds, Branded manufacturers, and Food manufacturers) find value...reliable research product in the market. As a Hedge Fund Sales Consultant Summer Intern, you will… more
- Lincoln Financial (Fort Wayne, IN)
- …(eg "stickers"). * Leading the process for maintaining, updating, and organizing mutual fund registration documents and all exhibits, including complex ... contracts. * Researching, evaluating and reporting on regulatory matters related to mutual fund registration documents and fund financial statements. *… more
- Equitable (TX)
- …sales goals. Candidate must be able to identify, create and implement investment fund and MPS model sales opportunities. + Knowledge of territory management ... Regional Vice President- Mutual Funds (External Wholesaler) - TX, OK, AR,...Mutual Funds and Investment products - previous direct sales experience required. * Demonstrated communication/interpersonal skills * Proven… more
- Deloitte (Mclean, VA)
- 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
- Lincoln Financial (Fort Wayne, IN)
- …of financial operations for the insurance company separate accounts and LVIP Trust mutual fund complex. Specifically, this role will have oversight of pricing ... in:** + Operational and accounting functions related to variable separate accounts. + Mutual fund transfer agency functions, in both an operational and oversight… 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
- Janus Henderson Investors (Denver, CO)
- …or internal sales role and two years of experience in the mutual fund /financial services industry and/or training; or an equivalent combination of education, ... to hear from you! Your opportunity + Initiate outbound sales telephone calls to clients and prospective clients to...business relationships Nice to have skills + Knowledge of mutual fund /financial industry products and services +… more
- Columbia Bank (Greenwood Village, CO)
- …+ 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 Greenwood Village,...licensed employees. Accept unsolicited mutual fund and money market investment direction… more