- 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 ... Presidents (RVP) with a common goal of increasing company's share of mutual funds , annuity, and insurance marketplace as well as visibility of Transamerica's… more
- Thrivent Financial (OH)
- …area The Regional Investment Consultant (RIC) is responsible for sales of Thrivent Mutual Funds , ETFs and Thrivent Managed Portfolios. Position will provide ... Financial and lnvestment Representatives. The RIC is an external mutual fund wholesaling position. RICs proactively interact...email and virtual presentations as needed to position Thrivent Mutual Funds , ETFs and Thrivent Managed… more
- Jackson National Life Insurance Company (Nashville, TN)
- …years of financial services experience or 2+ years sales experience in investments, mutual funds , insurance, or annuities required.** **6+ months experience as a ... partnership with External Wholesalers and Internal Wholesalers, the Hybrid Product Wholesaler (HPW) is responsible for developing and implementing a business plan… 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 (San Francisco, CA)
- …and drive results across the entire breadth of BlackRock's solutions (ETF, Mutual Funds , SMA, Alternatives, Models). **The geography for this position ... Drive sales through mastery of BlackRock investment solutions, including Alternatives, Mutual Funds , ETFs, SMAs, and portfolio solutions. **Position… 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)
- …proactively assesses timely replacement of materials. + Assists Internal Wholesaler to create, assemble presentation format and ship hypothetical/illustrations to ... reps in a timely manner + Provides Concierge Service, collecting information and completing sales applications/paperwork and/or assisting with order entry process for approved partner firm's advisers. Qualifications + High School education or GED equivalent… more
- BlackRock (Seattle, WA)
- …degree required (CFA, CIMA, CFP a plus) + Minimum 5+ years as an experienced mutual fund or ETF wholesaler (hybrid / external), preferably with Wirehouse ... 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
- Manulife (Tempe, AZ)
- …Wholesaler that reports to this position proactively markets and solicits retail mutual funds , ETFs, 529 College Saving Plans, Separately Managed Accounts, ... supports the John Hancock Sales Process + Address potential internal wholesaler direct report performance issues early and make improvement/personnel recommendations… 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 ... elements: 1. In partnership with a Defined Contribution Consultant (External Wholesaler ) drive deeper commercial results and expand relationships with the largest… more
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