- 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 , ... Management coverage within the respective region(s) helping increase Thrivent Mutual Funds , ETFs, and Managed Accounts market...engaging other internal departments to understand Thrivent Funds internal strategies. + Provide leads and… more
- BlackRock (San Francisco, CA)
- …out at the world's largest asset manager? BlackRock is seeking a Market Sales Partner/ Internal Wholesaler to become part of our US Wealth Advisory (USWA) team. ... collaborative culture + 401k matching **Primary Responsibilities:** The Market Sales Partner/ Internal Wholesaler partners with our Market Leader/External … more
- Jackson National Life Insurance Company (Nashville, TN)
- …sharing success stories, sales idea positioning and ensuring consistency between External Wholesaler members and Internal Wholesaler members. + Supports ... experience or 2+ years of sales experience in investments, mutual funds , insurance, or annuities required.** **6+...or annuities required.** **6+ months experience as a Senior Internal Wholesaler required for current internal… 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
- JPMorgan Chase (New York, NY)
- …markets and offering timely solutions. You will play a key role in marketing mutual funds , ETFs, and separately managed accounts in partnership with an External ... invested, staying invested, and investing with less emotion. **Job Summary:** As an Internal Client Advisor Associate within the Asset Management team, you will be… more
- BlackRock (AZ)
- …degree required (CFA, CIMA, CFP a plus) + Minimum 5+ years as an experienced mutual fund or ETF wholesaler (hybrid / external), preferably with Independent ... full suite of strategies - from iShares ETFs and mutual funds to SMAs and sub-advisory relationships...+ Employ a collaborative approach to partner with various internal colleagues to deliver all of BlackRock's resources and… more
- Manulife (KS)
- …offers significant growth potential for the right candidate. **Responsibilities** + Distribution of Mutual Funds , ETFs, 529 plans, UCITS, SMAs, DCIO and Private ... Develop strong relationships with internal business partners, including assigned Internal Wholesaler and other home office stakeholders. + Effectively manage… more
- Principal Financial Group (Los Angeles, CA)
- …West (OR, WA, CA, AZ, ID, WY). This position partners closely with the Internal Wholesaler within territory for collective success in building RIA relationships. ... relationships within the channel covering our ETF's, Separately Managed Accounts, Mutual Funds , Private capabilities. **Other responsibilities will include:** +… more
- Guardian Life (Helena, MT)
- …etc.). + Thorough knowledge of Broker/Dealer products including; Advisory platforms, Mutual Funds , Variable Annuities, Fixed and Index Annuities, Stocks, ... sales calls and presentations to registered FRs. + Document Field interactions in wholesaler CRM. **You have** + Strong advisor management skills. + Ability to… more