- 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
- 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 ... Job Family Internal Sales About Us At Transamerica, hard work,...with a common goal of increasing company's share of mutual funds , annuity, and insurance marketplace as… more
- Thrivent Financial (Minneapolis, MN)
- …they want today-and tomorrow. Job Summary The Investment Consultant's ( Internal Wholesaler ) primary responsibility is to drive Thrivent Mutual Funds , ... contacts, email, and conference calls. + Utilize extensive Thrivent Mutual Funds , ETFs, and Managed Accounts product...engaging other internal departments to understand Thrivent Funds internal strategies. + Provide leads and… more
- Equitable (Dallas, TX)
- Regional Vice President- Mutual Funds (External Wholesaler ) - TX, OK, AR, LA & MS ( 250000HE ) **Primary Location** : UNITED STATES-TX-Dallas **Other ... to assist in managing territory. Work with and train Internal Wholesaler to work collaboratively with RVP....required. * CIMA, CFA a plus * Knowledge of Mutual Funds and Investment products - previous… more
- Equitable (Charlotte, NC)
- Internal Wholesaler Sales Desk Manager (...general business activities designed to promote and sell 1290 Funds mutual fund strategies. This ... 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
- BlackRock (Atlanta, GA)
- …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. **Market Sales Partner ( Internal Wholesaler ):** This role partners with our Market Leader/External … more
- BlackRock (Princeton, NJ)
- …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)
- …and product knowledge in specialty areas based on business need (eg retirement, mutual fund , annuity, life, employee benefits) + Knowledge of adult learning ... , which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications,… more
- Aegon Asset Management (Denver, CO)
- …supply inventory and proactively assesses timely replacement of materials. + Assists Internal Wholesaler to create, assemble presentation format and ship ... Job Family Internal Sales About Us At Transamerica, hard work,...which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which… more
- Manulife (Tempe, AZ)
- …Wholesalers as part of the Manulife John Hancock Investments Management team. Each Internal Wholesaler that reports to this position proactively markets and ... solicits retail mutual funds , ETFs, 529 College Saving Plans,...supports the John Hancock Sales Process + Address potential internal wholesaler direct report performance issues early… more