- BlackRock (San Francisco, CA)
- …of an organization that makes a difference! **Primary Responsibilities:** The market leader/ external wholesaler serve as the key contact between BlackRock and ... and drive results across the entire breadth of BlackRock's solutions (ETF, Mutual Funds , SMA, Alternatives, Models). **The geography for this position… 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. + ... years of financial services experience or 2+ years sales experience in investments, mutual funds , insurance, or annuities required.** **6+ months experience as a… more
- Vanguard (Charlotte, NC)
- …+ Product Knowledge: Gain in-depth understanding of our product offerings, including mutual funds , ETFs, and other investment solutions. + Client Relationship ... + Certifications: CIMA, CFP, CFA, CAIA. MBA preferred. + Wholesaling experience selling mutual funds and/or ETFs required. + Bachelor's degree in finance,… more
- BlackRock (Chicago, IL)
- …financial advisors. Representing a full suite of strategies from iShares ETFs, Alternatives, Mutual Funds to SMAs and sub-advisory relationships USWAs mandate is ... identify, develop, partner on and own client relationships.** **Hybrid Market Leader/ Wholesaler ** **: responsible for all aspects of client relationship and driving… more
- Aegon Asset Management (Denver, CO)
- …. Job Description Summary Provide support for all internal and external sales efforts on all Transamerica product lines. Job Description Responsibilities ... with the Cedar Rapids home office departments, the Internal and External Wholesalers, Divisional Vice Presidents, Channel Heads and the Internal Relationship… more
- BlackRock (Seattle, WA)
- …5+ years as an experienced mutual fund or ETF wholesaler (hybrid / external ), preferably with Wirehouse Broker-Dealers + Strong financial services ... advisors. Representing a full suite of strategies - from iShares ETFs and mutual funds to SMAs and sub-advisory relationships - USWA's mandate is to deliver "One… more
- T. Rowe Price (Baltimore, MD)
- …of communication. The incumbent advocates on behalf of the firm's internal mutual fund policies providing investment reviews to sophisticated audiences. ... coverage within a specified region. The RSS serves primarily in an external capacity and maintains ownership of cultivating relationships with regionally segmented… more
- JPMorgan Chase (New York, NY)
- …capital markets and offering timely solutions. You will play a key role in marketing mutual funds , ETFs, and separately managed accounts in partnership with an ... advisors in a more user-friendly way + Partner with Client Advisor ( external wholesaler ) by being completely aligned on the objectives needed to achieve the… more
- BlackRock (Boston, MA)
- …a full suite of strategies from Model Portfolios, iShares ETFs, and mutual funds to Alternatives, SMAs, and sub-advisory relationships. USWAs mandate ... three core elements: 1. In partnership with a Defined Contribution Consultant ( External Wholesaler ) drive deeper commercial results and expand relationships with… more
- JPMorgan Chase (New York, NY)
- …aim to meet the objectives for your territory through successful marketing of our mutual funds , ETFs, and separately managed accounts. This role is ideally ... advisors in a more user-friendly way + Partner with Client Advisor ( external wholesaler ) by being completely aligned on the objectives needed to achieve the… more
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