- 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 + Works… more
- Equitable (Charlotte, NC)
- …logs, sales presentations and general business activities designed to promote and sell 1290 Funds mutual fund strategies. This person will also be ... 3rd Party Advisors, consultants & Equitable wholesalers selling 1290 Funds retail mutual funds . This...4 licensed Internal Wholesalers + Manage all internal wholesaler daily activity and interaction with… more
- The Clorox Company (Durham, NC)
- …domestic US. Supports a vertical go-to-market structure across the independent, wholesaler network. **In this role, you will:** Challenging and rewarding high-impact ... Bees. Orchestrates cross-functional direct and broker Teams to manage complex Wholesaler across several Regions and geographies. Leverages Clorox scale and influence… more
- Principal Financial Group (Charlotte, NC)
- …RIA channel throughout the SE Region. This position partners closely with the Internal Wholesaler within territory for collective success in building RIA ... relationships within the channel covering our ETF's, Separately Managed Accounts, Mutual Funds , Private capabilities. **Other responsibilities will include:** +… more