- Equitable (Charlotte, NC)
- Entry Level Mutual Fund Internal Wholesaler (Strong Compensation Package) ( 2500009M ) **Primary Location** : UNITED STATES-NC-Charlotte **Organization** : ... potential? This role is dedicated to the distribution of the 1290 retail mutual fund products issued by Equitable to professional financial intermediaries such… more
- BlackRock (MN)
- …degree required (CFA, CIMA, CFP a plus) + Minimum 5+ years as an experienced mutual fund or ETF wholesaler (hybrid / external), preferably with Wirehouse ... full suite of strategies - from iShares ETFs and mutual funds to SMAs and sub-advisory relationships - USWA's...entire breadth of each of BlackRock's solution sets (ETFs, Mutual Funds, SMA, Alternatives, Models). The geography for this… more
- BlackRock (Boston, MA)
- …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
- Equitable (Charlotte, NC)
- …complementary and substitute wealth management products and positioning which influence the mutual fund and investment management space. + Knowledge of ... territory pipelines to drive national sales of 1290 Funds mutual funds. + Implement point of sales processes and...7 years of proven ability to lead a high-performance wholesaler /internal wholesaler sales team as a divisional… more
- Janus Henderson Investors (Denver, CO)
- …snacks and all employee Happy Hours Must have skills + Knowledge of mutual fund /financial industry products and services + Excellent interpersonal and customer ... identify new sales opportunities (5%) + Travel with external wholesaler in the field on a limited basis for...sales role and two years of experience in the mutual fund /financial services industry and/or training; or… more
- T. Rowe Price (Colorado Springs, CO)
- …of communication. The incumbent advocates on behalf of the firm's internal mutual fund policies providing investment reviews to sophisticated audiences. ... with other key TPD stakeholders in developing advisor and platform wholesaler engagement themes/campaigns. The incumbent collaborates with the Head of Retirement,… more
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