- Thrivent Financial (OH)
- **Must reside in Ohio or Michigan area The Regional Investment Consultant (RIC) is responsible for sales of Thrivent Mutual Funds, ETFs and Thrivent Managed ... assignments to Financial and lnvestment Representatives. The RIC is an external mutual fund wholesaling position. RICs proactively interact with Financial… more
- 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 ... Manulife John Hancock Investment , a division of Manulife Financial, is a...positive relationships with internal business partners, including assigned Internal Wholesaler and other home office partners. + Efficiently handle… 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
- Lincoln Financial (Los Angeles, CA)
- …this opportunity. **Requisition #:** 74783 **The Role at a Glance** As an External wholesaler for Retirement Plan Services you will develop, direct, implement, ... a business plan to achieve sales and growth goals for your assigned external wholesale area(s) of responsibility. You will build, enhance, and direct the… more
- Wellington (Boston, MA)
- …US Wealth team. This person will work closely with our regionally based external wholesalers in promoting and selling alternative investment products to ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our … 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 ... 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
- 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 ... annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed… more
- Jackson National Life Insurance Company (Nashville, TN)
- …understanding of the securities "wholesale" distribution process. + Prior internal or external wholesaler experience preferred with strong consideration given to ... Consultant will partner with Jackson distribution personnel and Registered Investment Advisor (RIA) and Broker/Dealer representative partners to provide field… more
- Equitable (Charlotte, NC)
- …for the internal wholesalers as it relates to Equitable Investment Management's products and services, competitor knowledge, portfolio assessment, presentation ... and territory management. Since this individual should also possess knowledge of investment products and strategies, the mutual fund industry, and advisory platform… more
- BlackRock (Boston, MA)
- …preferred + Minimum 3+ years as an experienced Model, ETF, or mutual fund wholesaler ( external ) + Strong financial services background with knowledge of ... Portfolios and Model Portfolio landscape. + Deliver fiduciary and investment insights through portfolio construction conversations. + Accelerate the...investment trends and advisor practices + Exceptional verbal and… more