- Equitable (Charlotte, NC)
- …potential? This role is dedicated to the distribution of the 1290 retail mutual fund products issued by Equitable to professional financial intermediaries such ... Entry Level Mutual Funds Internal Wholesaler (Strong Compensation...A self-motivated, positive team player, with outstanding internal and external communication capabilities + Understands the unique needs of… more
- BlackRock (Atlanta, GA)
- …+ CIMA or CFA preferred + Minimum 3+ years as an experienced Model, ETF, or mutual fund wholesaler ( external ) + Strong financial services background with ... a full suite of strategies from Model Portfolios, iShares ETFs, and mutual funds to Alternatives, SMAs and sub-advisory relationships USWAs mandate is to… more
- Thrivent Financial (Minneapolis, MN)
- …and to complement the activities of the territory's Regional Investment Consultant ( external wholesaler ). The Investment Consultant will provide sales and sales ... metrics. + Limited travel (10%), typically 1 week to travel with each external wholesaler in his/her respective territory to interact with advisors face-to-face.… more
- Equitable (Charlotte, NC)
- …presentations and general business activities designed to promote and sell 1290 Funds mutual fund strategies. This person will also be responsible for ... individual should also possess knowledge of investment products and strategies, the mutual fund industry, and advisory platform marketplace, conference calls… 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 ... 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,… more
- Principal Financial Group (Washington, DC)
- …Great Lakes Region. This position partners closely with the Internal Wholesaler within territory for collective success in building RIA relationships. Accountable ... within the channel covering our ETF's, Separately Managed Accounts, Mutual Funds, Private capabilities. **Other responsibilities will include:** + Develop,… more