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120 jobs found

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NC
Dec 04, 2025
Full time
Director, Institutional & Advisor Consultant
$120,000 - $150,000 yearly
NorthCoast Asset Management Remote
Experienced Wholesaler/Director, Institutional & Advisor Consultant – California, USA As a Wholesaler / Vice President of Sales covering the California-western U.S. for our institutional and advisory business, you will play a crucial role in expanding our client base, driving sales revenue, and building strong relationships with institutional investors and financial advisors. Leveraging your industry knowledge and sales expertise you will be responsible for promoting our investment strategies and solutions to key decision-makers, fostering long-term partnerships, and achieving sales targets. Key Responsibilities: Business Development • Develop and execute a comprehensive sales strategy to drive business growth within your, territory for institutional and advisory clients. • Identify and cultivate relationships with institutional investors, including wire houses, RIAs, family offices, foundations, and consultants. Client Relationship Management • Serve as the primary...
LC
Nov 19, 2025
Full time
Wholesaler
$80,000 - $250,000 yearly
Leader Capital Corp. Hybrid
Leader Capital is seeking a wholesaler to market two mutual funds (LCTIX & LCCIX) The role involves cultivating relationships with Registered Investment Advisors (RIAs), financial planners, family offices, brokers/dealers, consultants, and other institutional clients. Responsibilities: - Achieve sales targets - Resolve customer inquiries - Maintain relationships with over 2,500 current clients - Establish potential financial advisor relationships through proactive daily cold calls and occasional Zoom calls - Follow up on new leads and referrals resulting from field activity Requirements: - Series 6 or 7 - Strong computer skills, including proficiency in MS Office - Experience with outbound sales cold calling - CRM experience Compensation: - $80,000 salary + commissions - Medical/dental benefits and 401(k) Job Type: Full-time
JC Trident, Inc.
Feb 04, 2025
Full time
Faith-Based Strategies Sales Consultant
JC Trident, Inc. Remote (Atlanta, GA, USA)
This is a more focused position that is geared towards expanding the company's reach into the faith-based investment community. The hiring firm has strategies within this space that have a track record of over 20-years. This hire will spearhead the push into this space.   You will be proactively reaching out to firms (specifically RIA's) and teams that are really dialed in on faith-based investing including going to conferences. Ultimately, you are the subject matter expert that will support the external wholesalers when this investment strategy comes up with their advisors. This is an incredibly dynamic role in that there is a HUGE opportunity to take on a variety of responsibilities and grow within the organization.   Compensation will include a base salary around $70k with variable comp allowing you to bring your total comp north of $100k. Being successful in this role would allow you to...
JC Trident, Inc.
Feb 04, 2025
Full time
Central External Wholesaler
JC Trident, Inc. Remote (Kansas City, MO, USA)
This position is your typical external wholesaler role that will be focusing on the central region of the country. The territory will run from Minnesota down to Texas, including Missouri. For this role, we are looking for candidates based in Dallas but are open to candidates that are also located in Kansas City or Minneapolis.   We are looking for candidates that already bring at least five years of experience as an external wholesaler having sold a similar product set. This position will be geared towards calling on the independent broker dealer channel, RIA's, and Envestnet. The territory already has some existing producers, but we want someone that has a history of being able to build upon what is already in place. You will be expected to travel 50-75%.   Compensation will include a base salary (based upon experience) plus a variable compensation plan, expenses, and benefits....
PG
Dec 06, 2025
PGIM Global Wealth - External Wholesaler for RIA (Colorado)
PGIM CO, USA
Job Classification: Sales - Sales At PGIM Global Wealth, we consider it a great privilege and responsibility to help investors participate in opportunities across the global markets while meeting their toughest investment challenges. We offer a diversified suite of actively managed funds across a broad spectrum of asset classes and investment styles, with over $95 billion in assets under management. What you will do The External Wholesaler for RIA & Consultant Relations is responsible for representing all PGIM investment vehicles including Mutual funds, ETF’s, CIT’s, Institutional & Retail SMA’s, Limited Partnerships, & 401(k) platforms) to investment professionals in their respective territory. The External Wholesaler will engage Senior Partners, CIO’s, Directors of Research, Research Analysts, Financial Advisors and Consultants. Firms will consist of Independent RIA’s, Independent Trust Companies, Family Offices, small-mid size Endowments /...
Corebridge Financial
Dec 06, 2025
Internal Wholesaler - Retirement Services
Corebridge Financial Houston, TX, USA
Who We Are At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act    decisively for our customers and partners. We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders. We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future. We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work. Who You'll Work With This is an excellent position for someone looking for a career in financial...
iA Financial Group
Dec 06, 2025
Internal Wholesaler
iA Financial Group USA
Job Description Build the future with us Take your career to the next level if you have a passion for building strong relationships and driving sales, then this is your chance to join a leading organization in the industry. As part of our Internal Wholesaling Team, you’ll report to the Vice President, National Inside Sales, and work closely with the VP of Sales and Regional Sales Associate to drive proactive sales efforts within a defined territory. This role is based in Toronto and includes occasional travel to attend events and meet clients. As an Internal Wholesaler, you will help drive sales and strengthen relationships within the brokerage and dealer community. This position is a great opportunity to showcase your skills and fully realize your potential within a caring and trustworthy company. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation. What...
Kr
Dec 06, 2025
Sr Category Management Analyst, Warehouse & Wholesalers
Kroger Cincinnati, OH, USA
Description Support the day to day execution of strategies for assigned categories and focus on reducing organizational spend to improve savings and enhancing relationships with business stakeholders and suppliers. Demonstrate the company's core values of respect, honesty, integrity, diversity, inclusion, and safety. Responsibilities Develop different award optimization scenarios to minimize total cost of ownership Respond to supplier and stakeholder questions (e.g., category, supply, event, price, or specification) Support the execution of supplier financing programs maintaining a holistic view of early payment and accounts payables programs Prepare planning guide to facilitate the completion of the negotiation and support where needed Sourcing Analysis Conduct opportunity assessments, benchmarking, and should cost modeling to develop sourcing opportunities Prepare category improvement projections and conduct post-implementation variance analysis Identify...
Prudential Financial
Dec 06, 2025
PGIM Global Wealth - Internal Wholesaler
Prudential Financial Newark, NJ, USA
Job Classification: Sales - Sales What you will do The primary role of the Internal Wholesaler is to drive sales and build relationships with Financial Professionals selling PGIM Global Wealth Mutual Funds and Managed Accounts. The Internal Wholesaler must achieve and maintain an expert knowledge of the PGIM Global Wealth product line and the Mutual Fund Industry. What you can expect: Developing relationships with Financial Professionals through outbound calls Communicating with Financial Professionals through letters and email Handling special projects as assigned within Desk Attending various sales meetings and training sessions Maintenance of PC based contact management system Responding to inbound Product and Sales calls What you will bring FINRA series 7 license is required for this position. Candidates with a FINRA series 6 will be considered but must obtain the series 7 within 90 days of hire FINRA series 63 or 66 is required for...
NC
Dec 06, 2025
Regional Wholesaler
National Christian Financial Advisors Atlanta, GA, USA
Business Description<\/span><\/b><\/p> NCFAâs US Independent Wealth Advisory business manages the firmâs relationships with US retail investors and financial advisors.  Representing a full suite of strategies â from SDBA, non\-proprietary ETFs and mutual funds to SMAs and sub\-advisory relationships â USIWAâs mandate is to deliver NCFA & Cyborg\-Advisors to advisors, retail, business owners and institutions. <\/span><\/p>  <\/span><\/p> Role Description<\/span><\/b><\/p> NCFA Leaders in US Independent Wealth Advisory are responsible for accelerating the growth of NCFA & Cyborg\-Advisors. They will deliver deep ETF expertise to advisors, collaborating with other sales professionals to develop advisor relationships and drive NCFA & Cyborg\-Advisors results within a given channel and geography. The scope of their role will include 3 core elements: (1) Promote our On\-Plan Money...
Prudential Financial
Dec 06, 2025
PGIM Global Wealth - External Wholesaler for RIA (Colorado)
Prudential Financial CO, USA
Job Classification: Sales - Sales At PGIM Global Wealth, we consider it a great privilege and responsibility to help investors participate in opportunities across the global markets while meeting their toughest investment challenges. We offer a diversified suite of actively managed funds across a broad spectrum of asset classes and investment styles, with over $95 billion in assets under management. What you will do The External Wholesaler for RIA & Consultant Relations is responsible for representing all PGIM investment vehicles including Mutual funds, ETF’s, CIT’s, Institutional & Retail SMA’s, Limited Partnerships, & 401(k) platforms) to investment professionals in their respective territory. The External Wholesaler will engage Senior Partners, CIO’s, Directors of Research, Research Analysts, Financial Advisors and Consultants. Firms will consist of Independent RIA’s, Independent Trust Companies, Family Offices, small-mid size Endowments /...
EQ
Dec 06, 2025
Regional Vice President (Hybrid Wholesaler)
EQH
  At Equitable, our power is in our people.   We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential?   Equitable is looking for a Regional Vice President (Hybrid Wholesaler) to join our Individual Retirement team in the RIA channel. This RVP will be responsible for driving growth of Annuity Sales in their assigned region.   You will work remotely with up to 40% travel as needed.   Key Job Responsibilities ·         Develop and manage relationships with existing clients. ·         Penetrate all potential clients within existing clients. ·         Assess clients' needs in order to promote new products. ·         Educate and train clients...
Diageo
Dec 06, 2025
Sales Distribution Executive (On Trade: C&C's and Wholesalers)
Diageo USA
Job Description : About us With over 200 brands sold in nearly 180 countries, we’re the world’s leading premium drinks company. Bring your passion and use your curiosity as you explore, collaborate, and innovate to build brands consumers love. Together with passionate people from all over the world, you’ll test new ideas, learn and grow, and unlock a brighter, more exciting future. Join us to create a career worth celebrating.   About the role The Distribution Executive will be responsible for the execution and commercial management aimed at driving sales growth and market share expansion of the company’s brands in our On Trade Wholesalers & C&C’s. This role requires spending a significant amount of time in the field and working closely with the distributor’s sales and trade marketing teams....
RJ
Dec 05, 2025
External Wholesaler- Raymond James Investment Management - Remote/ Chicago Metro Area
Raymond James Remote (IL, USA)
Job Description Summary Under general direction with a high level of autonomy, uses extensive knowledge and skills obtained through education and experience, to create new and manage existing relationships with regional wirehouses, financial advisors/brokers and agents to generate required production/sales revenue from financial products throughout a given territory. Leads projects, programs or processes with significant business impact involving cross-functional teams. Develops tactical plans and completes complex assignments with substantial latitude for unreviewed actions or decisions. Provides comprehensive solutions to complex problems or needs. End results are evaluated for achieving goals and objectives. Extensive contact with external clients is required to sell financial products and generate revenue for the company. Job Description Job Summary: Under general direction with a high level of autonomy, uses extensive knowledge and skills obtained through...
VO
Dec 05, 2025
Accountant - Mining industry - metal and mineral wholesaler - Rourkela
Vinayak Outsourcing Works USA
Job Description:   Accountant (With Mining Industry Experience) Location:  Rourkela Experience:  6 years Salary Range:  ₹25,000 – ₹30,000 Job Summary : We are looking for a skilled Accountant with expertise in financial management, taxation, and accounting related to the mining industry. The ideal candidate should be proficient in Tally, GST filing, and TDS filing.     CONTACT - BHAVNA SAHU +91 91099 99654 EMAIL -      bhavna@vinayakjob.com
Diageo
Dec 05, 2025
Account Manager Specialty Trade & Wholesaler
Diageo USA
Job Description : Job Title: Account Manager Specialty Trade & Wholesaler Location: Flanders Region (Daily commute required) Contract Duration: Permanent Start Date: October/November 2025 About us Diageo is a global leader in beverage alcohol, boasting a diverse portfolio of iconic spirit brands. We are committed to becoming one of the best-performing, most trusted, and respected consumer product companies worldwide. If you have the ambition to join us on this journey, we would love to talk with you! At Diageo, we celebrate life every day, everywhere. Our passion drives us to excel at work and in our communities. We proudly follow in the footsteps of legends like Vladimir Smirnoff, John Walker, Charles Tanqueray, and Arthur Guinness. Our extensive portfolio includes some of the finest spirits globally—vodka,...
II
Dec 05, 2025
ETF Wholesaler (ETF Specialist)
Inspire Investing Meridian, ID, USA
Inspire is the world's largest provider of faith-based ETFs, recognized for our commitment to innovation and excellence in the biblically responsible investment industry. Voted as the best small company to work for in southwest Idaho, we offer a collaborative, purpose-driven environment where values like stewardship and integrity are at the core of everything we do. Join our team and contribute to meaningful growth in a company that leads with impact and vision in the global market.   Why work here? We seek to inspire transformation for God's glory throughout the world; come change the world with us! Our offices are located in the vibrant atmosphere of The Village in Meridian, Idaho   About Inspire: We are a Christian faith based financial organization seeking to inspire transformation for God's glory throughout the world. We are looking for like-minded and mission driven team members to join the movement. Please visit www.inspireinvesting.com to learn more....
AI
Dec 05, 2025
CEO (Pharma wholesaler )
Actide International
Job Description: JD:  1. Handling day to day operations at the warehouse cum office.  2. Entire team will be reporting to him.  3. Ensuring timely procurement from India and other countries and in the most efficient manner.  4. Weekly reporting to the Chairman.  5. Managing finance for the smooth operations   Applicants only from the Pharmaceutical Industry will be considered, should have minimum of 7 years of experience in handling Purchase & Procurement with admin Skills. Job Description - Identification of potential suppliers and assessing their suitability as per the company policy. - Negotiation on Prices, payment terms, supply part with vendors. - Periodic review and monitoring of MRP to avoid under/over procurement. - Review the pending orders & make necessary follow up for dispatch & delivery of the materials in time. - Monitor the approval and rejections of the materials in sync with the quality teams - In case of rejections,...
T. Rowe Price
Dec 04, 2025
Hybrid Wholesaler – Model Portfolio Distribution
T. Rowe Price MD, USA
Requisition Number: 78418 Position Title: External Description: Role Summary The Model Portfolio landscape is one of the fastest growing areas of the Asset Management Industry. T. Rowe Price is actively seeking a client-facing sales professional with a proven track record of managing a territory and owning client relationships to promote Model Portfolios.  This individual will be responsible for sales and client relationship management for model portfolio centric advisors. Maintains significant industry experience and proactively researches trends, competitor services/offerings, and clients' business environment. Oversees assigned prospect and client relationships, ensuring satisfaction, a swift response to client needs, efficient problem resolution. Utilizes deep expertise to proactively identify potential growth opportunities that will help clients achieve their goals. Responsible for the achievement of sales targets for the region....
Tr
Dec 04, 2025
Internal Wholesaler (Mutual Funds, Annuities or Life) Denver
Transamerica Denver, CO, USA
Job Family Internal Sales About Us     At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.      Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.          Who We Are       We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life .    Today, we’re part of an international...
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