- 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 ... must be able to identify, create and implement investment fund and MPS model sales opportunities. +...CFA a plus * Knowledge of Mutual Funds and Investment products - previous direct sales… 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 +… more
- Aegon Asset Management (Denver, CO)
- … 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, innovative...with a common goal of increasing company's share of mutual funds , annuity, and insurance marketplace as… more
- Commerce Bank (Kansas City, MO)
- …of the compensation range for some roles. This compensation range is for the Commerce Mutual Funds Wholesaler job and contemplates a wide range of factors ... potential delivery channels to increase the exposure of Commerce Funds + Provide sales support for Commerce...combination of education and experience required + 3+ years mutual funds wholesaling experience preferred + FINRA… more
- BlackRock (San Francisco, CA)
- …financial advisors. Representing a full suite of strategies from iShares ETFs, Alternatives, Mutual Funds to SMAs and sub-advisory relationships USWAs mandate is ... across the entire breadth of each of BlackRock's solution sets (ETFs, Mutual Funds , SMA, Alternatives, Models). **Primary Responsibilities:** + Develop deep… 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 ... team development. Assess and determine training needs based on interactions with sales leadership, managerial feedback, and observation of wholesaler activity… 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, ... an effective coaching and feedback model that supports the John Hancock Sales Process + Address potential internal wholesaler direct report performance… 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, ... + Generate sales ideas and identify new sales opportunities (5%) + Travel with external wholesaler...business relationships Nice to have skills + Knowledge of mutual fund /financial industry products and services +… more
- T. Rowe Price (Baltimore, MD)
- …of communication. The incumbent advocates on behalf of the firm's internal mutual fund policies providing investment reviews to sophisticated audiences. ... candidates currently residing in Chicago or Minnesota. The Retirement Regional Sales Specialist (RSS) develops and maintains relationships within regionally assigned… more
- Principal Financial Group (Washington, DC)
- …relationships within all channels covering our ETF's, Separately Managed Accounts and Mutual Funds . **Other responsibilities will include:** + Develop, recommend ... **What You'll Do** This role drives sales activities for Principal Asset Management throughout DC,...Southern Maryland. This position partners closely with the Internal Wholesaler within territory for collective success in growing advisor… more