- Manulife (CA)
- …of America's strongest and most recognized corporate brands. We are looking for an External Wholesaler to engage new and existing clients to drive sales across ... potential for the right candidate. **Position Responsibilities:** + Distribution of Mutual Funds , ETFs, 529 plans, UCITS, SMAs, DCIO and Private Placement offerings.… more
- Jackson National Life Insurance Company (Nashville, TN)
- …- regularly sharing success stories, sales idea positioning and ensuring consistency between External Wholesaler members and Internal Wholesaler members. + ... with External Wholesalers and Internal Wholesalers, the Hybrid Product Wholesaler (HPW) is responsible for developing and implementing a business plan to… more
- Thrivent Financial (OH)
- …national assignments to Financial and lnvestment Representatives. The RIC is an external mutual fund wholesaling position. RICs proactively interact with ... Regional Investment Consultant (RIC) is responsible for sales of Thrivent Mutual Funds , ETFs and Thrivent Managed Portfolios. Position will provide field sales… more
- The Hartford (Wayne, PA)
- …be expected to establish and maintain open communication with an Advisor Consultant ( external wholesaler ) and work together to help meet or exceed established ... If so, the Internal Advisor Consultant role at Hartford Funds might be the next best step in your...primarily based on analysis of similar positions in the external market. Actual base pay could vary and may… more
- JPMorgan Chase (New York, NY)
- …to financial advisors in a more user-friendly way + Partner with Client Advisor ( external wholesaler ) by being completely aligned on the objectives needed to ... You will play a key role in marketing mutual funds , ETFs, and separately managed accounts in partnership with...ETFs, and separately managed accounts in partnership with an External Client Advisor. This role provides an opportunity to… 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 ... internal sales role and two years of experience in the mutual fund /financial services industry and/or training; or an equivalent combination of education, experience… 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
- JPMorgan Chase (New York, NY)
- …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
- Wellington (Boston, MA)
- …Wealth team. This person will work closely with our regionally based external wholesalers in promoting and selling alternative investment products to financial ... advisors at large wealth platforms. Core responsibilities include: + Assisting external salespeople in developing and executing sales plans to promote Wellington… 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
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