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18 Executive jobs

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Ja
May 15, 2025
Mutual Fund Internal Wholesaler (75316)
Jobs at BOK Financial Tulsa, OK, USA
Req ID:   75316   Location:   Tulsa -TUL   Areas of Interest:  Sales   Pay Transparency Salary Range:   Not Available   Application Deadline:   05/30/2025 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®. Bonus Type Formula Based Summary BOK Financial has a growing portfolio of services and clients, offers investment solutions for businesses, individuals, and institutions. The company is seeking a passionate wealth management professional to distribute Cavanal Hill mutual funds and separately managed account strategies through various channels, developing relationships primarily through outbound communication....
SL
May 15, 2025
Wealth Sales Director - External Wholesaler
Sun Life Assurance Company of Canada USA
You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world. Job Description: We have a fantastic opportunity for a driven and ambitious sales leader to drive results with one of the most forward-looking asset management firms in Canada.  This external role works within wealth distribution under the brand of Sun Life Global Investments. Sun Life Global Investments brings together the strength of Sun Life Financial with best-in-class asset managers...
BA
May 11, 2025
Alternative Investment Regional Director (External Wholesaler), Independent Broker Dealer (IBD) - Midwest
Brookfield Asset Management Chicago, IL, USA
Location US IL - Chicago Business - Brookfield Oaktree Wealth Solutions Brookfield Asset Management, a leading global alternative asset manager, has an exemplary 100+ year history of owning and operating real assets and related businesses. In 2019, Brookfield acquired a majority interest in Oaktree Capital, a leader among global investment managers specializing in credit and other alternative investments. Together, Brookfield and Oaktree share a long-term, value-driven, contrarian investment style, focusing on sectors in which their in-depth operating experience and market knowledge provide a competitive advantage.   Brookfield Oaktree Wealth Solutions is a dedicated business delivering the unparalleled alternative investment expertise of Brookfield and Oaktree to private wealth investors, in partnership with their financial advisors. The business unit is dedicated to effectively supporting the financial intermediary community and bringing timely & unique...
BA
May 11, 2025
Alternative Investment Regional Director (External Wholesaler), Independent Broker Dealer (IBD) - East
Brookfield Asset Management New York, NY, USA
Location Brookfield Place New York - 225 Liberty Street, Suite 3501 Business - Brookfield Oaktree Wealth Solutions Brookfield Asset Management, a leading global alternative asset manager, has an exemplary 100+ year history of owning and operating real assets and related businesses. In 2019, Brookfield acquired a majority interest in Oaktree Capital, a leader among global investment managers specializing in credit and other alternative investments. Together, Brookfield and Oaktree share a long-term, value-driven, contrarian investment style, focusing on sectors in which their in-depth operating experience and market knowledge provide a competitive advantage.   Brookfield Oaktree Wealth Solutions is a dedicated business delivering the unparalleled alternative investment expertise of Brookfield and Oaktree to private wealth investors, in partnership with their financial advisors. The business unit is dedicated to effectively supporting the financial intermediary...
BA
May 11, 2025
Alternative Investment Regional Director (External Wholesaler), Independent Broker Dealer (IBD) - West
Brookfield Asset Management Los Angeles, CA, USA
Location Wells Fargo Center - 333 S Grand Ave, Suite 300 Business - Brookfield Oaktree Wealth Solutions Brookfield Asset Management, a leading global alternative asset manager, has an exemplary 100+ year history of owning and operating real assets and related businesses. In 2019, Brookfield acquired a majority interest in Oaktree Capital, a leader among global investment managers specializing in credit and other alternative investments. Together, Brookfield and Oaktree share a long-term, value-driven, contrarian investment style, focusing on sectors in which their in-depth operating experience and market knowledge provide a competitive advantage.   Brookfield Oaktree Wealth Solutions is a dedicated business delivering the unparalleled alternative investment expertise of Brookfield and Oaktree to private wealth investors, in partnership with their financial advisors. The business unit is dedicated to effectively supporting the financial intermediary community and...
BA
May 09, 2025
Alternative Investment Regional Director (External Wholesaler) - Miami
Brookfield Asset Management Miami, FL, USA
Location Miami - 1001 Brickell Bay Drive, 30th Floor Business - Brookfield Oaktree Wealth Solutions Brookfield Asset Management, a leading global alternative asset manager, has an exemplary 100+ year history of owning and operating real assets and related businesses. In 2019, Brookfield acquired a majority interest in Oaktree Capital, a leader among global investment managers specializing in credit and other alternative investments. Together, Brookfield and Oaktree share a long-term, value-driven, contrarian investment style, focusing on sectors in which their in-depth operating experience and market knowledge provide a competitive advantage.   Brookfield Oaktree Wealth Solutions is a dedicated business delivering the unparalleled alternative investment expertise of Brookfield and Oaktree to private wealth investors, in partnership with their financial advisors. The business unit is dedicated to effectively supporting the financial intermediary community and...
National Life Group Careers
Apr 24, 2025
Life and Annuity External Wholesaler (Mandarin Speaking)
National Life Group Careers CA, USA
Life and Annuity External Wholesaler (Mandarin Speaking) Please note that we do not offer visa sponsorship for this position. Summary    Come join one of America’s fastest growing insurance companies. For more than 175 years, National Life Group has aimed to keep its promises to provide families stability in good times and in bad. Throughout our 175 plus years, we have provided peace of mind to those families as they plan their futures. As a mission-driven business, our promises are as important as the products we sell.   We are seeking dynamic sales professionals to join our team. In this role, you will be responsible for growing and developing strategic relationships with National Life Group’s distribution partners. Your focus will be on finding new business relationships and collaborating with existing strategic partners to develop and implement growth-oriented business goals. In addition, you will prospect and develop business relationships to drive sales of...
National Life Group Careers
Apr 24, 2025
Director, Field Development/ Internal Wholesaler Leader
National Life Group Careers Montpelier, VT, USA
Sales Desk & Field Development Manager Please note that we do not offer visa sponsorship for this position. Come join one of America’s fastest growing insurance companies with a stable history of 175 years. At National Life Group (“NLG”), we offer a flexible work environment with opportunity for growth. As a mission-driven business, our promises are as important as the products we sell. We encourage our associates to live our values: Do Good. Be Good. Make Good. Our mission extends beyond the insurance and annuities policies that we sell. Our cause is also to make the world a better place through grants from our charitable foundation, paid time for our employees to volunteer, environmentally sustainable and healthy work sites, and events that promote the work of nonprofits in our own backyard. We invite you to explore what we have to offer and to join our cause. This position is responsible for overseeing a team of Internal Wholesalers and Hybrid Wholesalers on the...
AI
Apr 24, 2025
Business Development Manager (Inside Wholesaler)
AGF Investments USA
About AGF Management Limited Founded in 1957, AGF is an independent and globally diverse asset management firm. With $50B in assets under management, our companies deliver excellence in investing in the public and private markets through three distinct business lines: AGF Investments, AGF Capital Partners and AGF Private Wealth. About the Team: The Retail Sales Department is responsible for servicing our clients by providing value add solutions and an exceptional client experience. The team values innovation, leadership, and personal commitment. Our growth and success are the direct result of our employees' commitment and dedication, and our disciplined approach to investing.      About the Role: You will build strong and lasting business relationships with our clients by identifying, selling and cross-selling opportunities, and measuring client satisfaction.   You are a great team player, and an energetic, motivated, and articulate sales professional....
Staffing In Motion
Apr 16, 2025
Director of Business Development (External Wholesaler)
Staffing In Motion Downtown Montreal Northeast
Director of Business Development (External Wholesaler) Location: Montreal, Quebec Compensation: $100,000 - $120,000 base salary + commission About the Company: A boutique alternative investment firm based in Toronto, dedicated to providing innovative and high-quality investment solutions.  Role Overview: We are seeking a highly motivated and experienced Director of Business Development (External Wholesaler) to expand our presence within the Investment Advisor community and High Net Worth individual investors. This individual will be responsible for cultivating and maintaining strong relationships with financial advisors, driving sales growth, and promoting our alternative investment solutions. Key Responsibilities: - Develop and execute a strategic sales plan to increase distribution of the firm’s investment products. -    Build and maintain strong relationships with financial advisors at independent shops and high-net-worth...
AI
Apr 16, 2025
Business Development Manager (Inside Wholesaler)
AGF Investments USA
About AGF Management Limited Founded in 1957, AGF is an independent and globally diverse asset management firm. With $50B in assets under management, our companies deliver excellence in investing in the public and private markets through three distinct business lines: AGF Investments, AGF Capital Partners and AGF Private Wealth. About the Team: The Retail Sales Department is responsible for servicing our clients by providing value add solutions and an exceptional client experience. The team values innovation, leadership, and personal commitment. Our growth and success are the direct result of our employees' commitment and dedication, and our disciplined approach to investing.      About the Role: You will build strong and lasting business relationships with our clients by identifying, selling and cross-selling opportunities, and measuring client satisfaction.   You are a great team player, and an energetic, motivated, and articulate sales professional....
AI
Apr 16, 2025
Business Development Manager (Inside Wholesaler)
AGF Investments USA
About AGF Management Limited Founded in 1957, AGF is an independent and globally diverse asset management firm. With $50B in assets under management, our companies deliver excellence in investing in the public and private markets through three distinct business lines: AGF Investments, AGF Capital Partners and AGF Private Wealth. About the Team: The Retail Sales Department is responsible for servicing our clients by providing value add solutions and an exceptional client experience. The team values innovation, leadership, and personal commitment. Our growth and success are the direct result of our employees' commitment and dedication, and our disciplined approach to investing.      About the Role: You will build strong and lasting business relationships with our clients by identifying, selling and cross-selling opportunities, and measuring client satisfaction.   You are a great team player, and an energetic, motivated, and articulate sales professional....
AI
Apr 16, 2025
Business Development Manager (Inside Wholesaler)
AGF Investments USA
About AGF Management Limited Founded in 1957, AGF is an independent and globally diverse asset management firm. With $50B in assets under management, our companies deliver excellence in investing in the public and private markets through three distinct business lines: AGF Investments, AGF Capital Partners and AGF Private Wealth. About the Team: The Retail Sales Department is responsible for servicing our clients by providing value add solutions and an exceptional client experience. The team values innovation, leadership, and personal commitment. Our growth and success are the direct result of our employees' commitment and dedication, and our disciplined approach to investing.      About the Role: You will build strong and lasting business relationships with our clients by identifying, selling and cross-selling opportunities, and measuring client satisfaction.   You are a great team player, and an energetic, motivated, and articulate sales professional....
RR
Apr 16, 2025
Regional Director: Quebec North (External Wholesaler)
RICAN Russell Investments Canada Remote (USA)
Business Unit: North America Advisor & Intermediary Solutions Job Description: The Regional Director (RD) is responsible for leading the sales efforts of Russell Investments products in a designated area. The main purpose is to achieve specific sales targets from investment advisors within a defined territory.  At Russell Investments, we pride ourselves in delivering a consultative sales approach when working with investment advisors and partnering with them to help grow their business.   The responsibilities of the individual in this position include: Develop a thorough understanding of the investment industry. Develop new relationships with Investment Advisors and service needs of existing clients by maintaining regular contact with them in one-on-one meetings, branch presentations, and to a lesser extent, via telephone, e-mail and conference calls. Assist in identifying all opportunities to sell and promote Russell Investments products at the broker/dealer firm...
RR
Apr 16, 2025
Regional Director (External Wholesaler) : Alaska, Oregon, S. Idaho, Montana
RIFIS Russell Investments Financial Services Remote (OR, USA)
Business Unit: North America Advisor & Intermediary Solutions Salary Range: $80,000 USD - $85,000 USD Specific compensation will be based on candidate’s experience, skills, qualifications, commercial considerations, and other job-related factors permitted by law. At Russell Investments, salary is just one part of our compensation package. Our total rewards approach includes participation in our competitive benefits programs including healthcare, retirement, vacation, and wellbeing programs. In addition, the successful candidate for this role has the ability to earn sales incentives based on activity, revenue, cashflow generation, or other performance criteria. Job Description: The Regional Director (RD) is responsible for leading a regional sales team and deliver sales results using Russell Investments products and business solution programs.  The primary purpose of this position is to work effectively with our high potential financial intermediaries...
National Life Group Careers
Feb 27, 2025
Life and Annuity External Wholesaler- West Coast
National Life Group Careers
Sales Leader (Life and Annuity Distribution) Please note that we do not offer visa sponsorship for this position. Summary    Come join one of America’s fastest growing insurance companies. For more than 175 years, National Life Group has aimed to keep its promises to provide families stability in good times and in bad. Throughout our 175 plus years, we have provided peace of mind to those families as they plan their futures. As a mission-driven business, our promises are as important as the products we sell.   We are seeking dynamic sales professionals to join our team. In this role, you will be responsible for growing and developing strategic relationships with National Life Group’s distribution partners. Your focus will be on finding new business relationships and collaborating with existing strategic partners to develop and implement growth-oriented business goals. In addition, you will prospect and develop business relationships to drive sales of life and...
National Life Group Careers
Dec 19, 2024
External Wholesaler (Life and Annuity Distribution)
National Life Group Careers Montpelier, VT, USA
External Wholesaler  (Life and Annuity Distribution) Summary    Come join one of America’s fastest growing insurance companies. For more than 175 years, National Life Group has aimed to keep its promises to provide families stability in good times and in bad. Throughout our 175 plus years, we have provided peace of mind to those families as they plan their futures. As a mission-driven business, our promises are as important as the products we sell.   We are seeking dynamic sales professionals to join our team. In this role, you will be responsible for growing and developing strategic relationships with National Life Group’s distribution partners. Your focus will be on finding new business relationships and collaborating with existing strategic partners to develop and implement growth-oriented business goals. In addition, you will prospect and develop business relationships to drive sales of life and annuity products. You will form strong partnerships with agencies to...
National Life Group Careers
Oct 25, 2024
External Wholesaler ( Spanish Speaking) Florida Region
National Life Group Careers FL, USA
External Wholesaler (Life and Annuity Distribution) Summary    Come join one of America’s fastest growing insurance companies. For more than 175 years, National Life Group has aimed to keep its promises to provide families stability in good times and in bad. Throughout our 175 plus years, we have provided peace of mind to those families as they plan their futures. As a mission-driven business, our promises are as important as the products we sell.   We are seeking dynamic sales professionals to join our team. In this role, you will be responsible for growing and developing strategic relationships with National Life Group’s distribution partners. Your focus will be on finding new business relationships and collaborating with existing strategic partners to develop and implement growth-oriented business goals. In addition, you will prospect and develop business relationships to drive sales of life and annuity products. You will form strong partnerships with agencies to...
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