- JPMorgan Chase (Columbus, OH)
- …work towards achieving the goals for your territory through successful marketing of our mutual funds , ETFs, and separately managed accounts. This role is ideally ... invested, staying invested, and investing with less emotion. Job Summary: As an Internal Client Advisor within our financial advisory team, you will be instrumental… more
- Equitable (Charlotte, NC)
- Internal Wholesaler - Mutual Funds (...is dedicated to the distribution of the 1290 retail mutual fund products issued by Equitable to ... handling meeting coverage requirements; preparing for due diligence meetings; providing wholesaler communication and training; and completing sales analysis + Works… more
- Aegon Asset Management (Denver, CO)
- …sales by proactively and reactively marketing Transamerica as a premier provider of mutual funds , annuities, and insurance products. This is accomplished by ... Job Family Internal Sales About Us At Transamerica, hard work,...with a common goal of increasing company's share of mutual funds , annuity, and insurance marketplace as… more
- Equitable (New Orleans, LA)
- Regional Vice President- Mutual Funds (External Wholesaler ) - TX, OK, AR, LA & MS ( 250000HE ) **Primary Location** : UNITED STATES-LA-New Orleans **Other ... to assist in managing territory. Work with and train Internal Wholesaler to work collaboratively with RVP....required. * CIMA, CFA a plus * Knowledge of Mutual Funds and Investment products - previous… more
- BlackRock (Atlanta, GA)
- …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. **Market Sales Partner ( Internal Wholesaler ):** This role partners with our Market Leader/External … more
- Aegon Asset Management (Denver, CO)
- …and product knowledge in specialty areas based on business need (eg retirement, mutual fund , annuity, life, employee benefits) + Knowledge of adult learning ... , which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications,… more
- Manulife (Tempe, AZ)
- …Wholesalers as part of the Manulife John Hancock Investments Management team. Each Internal Wholesaler that reports to this position proactively markets and ... solicits retail mutual funds , ETFs, 529 College Saving Plans,...supports the John Hancock Sales Process + Address potential internal wholesaler direct report performance issues early… 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, ... identify new sales opportunities (5%) + Travel with external wholesaler in the field on a limited basis for...business relationships Nice to have skills + Knowledge of mutual fund /financial industry products and services +… more
- JPMorgan Chase (Chicago, IL)
- …aim to meet the objectives for your territory through successful marketing of our mutual funds , ETFs, and separately managed accounts. This role is ideally ... by getting invested, staying invested, and investing with less emotion. As an Internal Client Advisor within our financial advisory team, you will assist financial… more
- JPMorgan Chase (New York, NY)
- …markets and offering timely solutions. You will play a key role in marketing mutual funds , ETFs, and separately managed accounts in partnership with an External ... invested, staying invested, and investing with less emotion. **Job Summary:** As an Internal Client Advisor Associate within the Asset Management team, you will be… more
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