- Staffing in Motion (Washington, DC)
- …and any dependents and 401k matching Requirements: 7+ years' experience working as an Investment Advisor or External Wholesaler or similar role & a strong track ... willing to have a discussion about moving over their investment portfolio. Home Office: The firm covers all home...record of success in sales and bringing in new investment assets to the… more
- BNY Mellon (Seattle, WA)
- …world. This is what #LifeAtBNY is all about. BNY Investments is a leading investment manager, with $2.0 Trillion* in assets under management as of March 31, 2025. ... best of both worlds: specialist expertise from seven specialist investment managers offering solutions across every major asset class,...a future team member for the role of External Wholesaler to join our North American Distribution team. This… more
- Blue Owl (New York, NY)
- …investors, individual investors, and insurance companies differentiated alternative investment opportunities that aim to deliver strong performance, risk-adjusted ... Private Wealth team and tasked with accelerating the adoption of Blue Owl investment solutions. The Associate will partner with the Market Team to cultivate… more
- iCapital (Greenwich, CT)
- About the Role iCapital is hiring an Internal Alternative Investment Sales Specialist for the distribution partnership with one of its largest wealth management ... role will be responsible for working with our client's advisors, bankers, investment counselors, specialists and in partnership with third-party managers to grow… more
- Veterans Sourcing Group (Livingston, NJ)
- …NAIC training presentations Help coordinate Compliance, Legal, Product Management, Investment Management and Principal reviews as needed. Help coordinate vendor ... for conferences, up to 15 per quarter Assist with updates to Wholesaler and Executive Bios Coordinate Executive Summary updates for Strategic Accounts Education… more
- 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 ... Thrivent Mutual Funds , ETFs and Thrivent Managed Portfolio's in client investment and retirement strategies. They achieve this by mastering and utilizing extensive… more
- Jackson National Life Insurance Company (Nashville, TN)
- …partnership with External Wholesalers and Internal Wholesalers, the Hybrid Product Wholesaler (HPW) is responsible for developing and implementing a business plan ... success stories, sales idea positioning and ensuring consistency between External Wholesaler members and Internal Wholesaler members. + Supports conferences… more
- Jackson National Life Insurance Company (Nashville, TN)
- …to Workday and apply through Jobs Hub._** **Job Purpose** **The Internal Wholesaler Training Program provides a highly motivated individual with an opportunity to ... fit into a client's overall financial planning and retirement strategy. The Internal Wholesaler Training Program is designed to help an individual develop the skills… more
- Jackson National Life Insurance Company (Nashville, TN)
- …to Workday and apply through Jobs Hub._** **Job Purpose** **The Internal Wholesaler Associate provides a highly motivated individual with an opportunity to learn ... successfully completing Jackson's product training, working on projects entailing: Investment research, building sales presentations, territory management, and creating… more
- Vanguard (Charlotte, NC)
- …& Development Program designed to prepare participants to become an Internal Wholesaler at Vanguard. This program offers comprehensive training in Vanguard sales ... understanding of our product offerings, including mutual funds, ETFs, and other investment solutions. + Client Relationship Management: Develop skills to build and… more
