2 external wholesaler jobs found in Nashville, TN

Who You'll Work With: The Team Overview (Client Group) The Client Group has a presence in the Americas, Europe, Asia and Australia, and is composed of four main areas: Sales & Client Services works with financial intermediaries and institutions to offer diversified investment solutions that help clients build and preserve their wealth Business Development is a conduit to the firm’s investment teams and supports our clients and internal business partners through investment-platform and product content, messaging, competitive analysis and education Product Strategy & Development designs, develops and manages the firm’s global lineup of investment services and considers clients’ evolving needs to identify new opportunities Marketing promotes the firm and its services by creating, packaging and distributing content and messaging to engage diverse audiences through digital platforms and initiatives, strategic campaigns, and events. The...

If you are an internal associate, please login to Workday and apply through Jobs Hub. Job Purpose In partnership with External Wholesalers and Internal Wholesalers, the Business Development Wholesaler (BDW) is responsible for developing and implementing a business plan to achieve sales goals and producer type goals by covering a targeted advisor segment – effectively covering the opportunity gap within our traditional broker dealer and RIA territories. The BDW is also responsible for engagement towards company growth initiatives, which may involve advisor populations outside their target advisor segment. Essential Responsibilities Develops, implements, and executes strategic business plans that target a specific set of financial professionals within multiple territories in order to attain sales growth objectives. Cultivates new business relationships and extends low producing relationships within the territory through collaboration with External Wholesalers...