10 executive jobs found in New York, NY

Location Brookfield Place New York - 225 Liberty Street, Suite 3501 Business - Private Wealth Brookfield is one of the world's largest alternative asset managers, with a 100+ year heritage of owning and operating assets and businesses that from the backbone of the global economy. Through its broad platform, the firm offers investment strategies across real estate, infrastructure, renewable power and transition, private equity, and credit. Brookfield's private wealth team extends these capabilities to intermediaries worldwide, partnering with financial advisors to provide institutional-quality investment opportunities and differentiated insights that support long-term objectives. Brookfield Culture Brookfield has a unique and dynamic culture.  We seek team members who have a long-term focus and whose values align with our Attributes of a Brookfield Leader:  Entrepreneurial, Collaborative and Disciplined.  Brookfield is committed to the development of our...

Description Job Title: Associate Regional Director (Hybrid Wholesaler)   Reports to: VP, Manager of Internal Sales   Job Description:   Alger seeks a highly motivated and organized individual to serve as an Associate Regional Director (Hybrid Wholesaler). The Associate Regional Director is a key member of the distribution team, responsible for supporting and promoting the firm’s ETF’s, mutual fund and separately managed account offerings to third-party distributors within a defined territory. This includes proactive engagement via phone and in-person meetings to drive sales and deepen client relationships. The ideal candidate will be a dynamic, self-motivated professional with strong interpersonal skills and the ability to identify investment opportunities, articulate investment strategies, and effectively grow sales within the assigned region. In addition to managing their own territory, the Associate Regional Director will provide ongoing support...

Toews Asset Management is a 30-year-old, boutique asset management firm whose primary goal is to help advisors tackle the most pressing portfolio challenges with innovative risk mitigation strategies in the marketplace. Toews is seeking an Internal wholesaler to drive new business, deepen financial advisor, RIA, partner relationships, and keep the territory running in lockstep with an external Regional Vice President and the Toews business and marketing plan. You’ll own high-touch prospecting, deliver compelling product narratives, and step in for external coverage when needed. What you’ll do day-to-day Prospect & qualify : High-volume outbound to Financial Advisors / RIAs; secure meetings for you and your territory RVP. Manage the pipeline : Keep Salesforce pristine; log activities, next steps, and conversion metrics. Present with clarity : Communicate on ETFs, mutual funds, and model portfolios; support webinars, conferences, and marketing campaigns....

Job Requisition ID: 93507 Location Designation:  Hybrid - 3 days per week    Our Agency distribution system is the cornerstone of New York Life, where dedicated individuals like you connect with clients and build lifelong relationships. As part of the team, you'll equip agents with the tools and training they need to thrive. Your work helps foster financial security for countless individuals, shaping their futures and contributing to the growth of the business.     Role Overview: In partnership with the External Wholesaler, the Internal Wholesaler is responsible for developing and maintaining existing relationships with agents and field managers within their territory. Internal Wholesalers must be adept at identifying and acquiring new business within their territory to meet sales goals for New York Life. These sales goals would involve one of the following: Life Insurance, Investments & Annuities, Long Term Care & Individual...

   The mission of the Vice President – Life Sales is to recruit and manage A-Level advisors to DMI with the ultimate goal of driving life sales. Essential Roles and Responsibilities: Convert warm advisor leads provided by BDR or Marketing Team   Work an existing book of 150+ current advisors who have been lower producing or become dormant within DMI to sell life insurance  Cross Sell active DMI life agents to sell annuity Work an advisor’s book of clients to uncover life opportunities  Profile an advisor and their book of clients to uncover life opportunities  Position Summary: Knowledge and skill in how to successfully influence and persuade others by understanding how their individual needs and motivations link to your sales goals is essential. The job requires a high degree of “selling”, whether of sales ideas or products in the marketplace. The ability to conduct deep discovery of an advisor and their book is essential. The job environment is fast paced and...

   The mission of the Vice President – Annuity Sales is to recruit and manage A-Level agents and advisors to DMI with the ultimate goal of driving annuity sales.  Essentials Roles and Responsibilities: Convert warm agent and advisor leads provided by the Marketing Team  Work an existing book of 250+ current agents and advisors who have been lower producing or become dormant within DMI to sell annuities  Cross Sell active DMI life agents to sell life Work an agent or advisor’s book of clients to uncover annuity opportunities  Profile an agent or advisor to uncover annuity opportunities  Position Summary: Knowledge and skill in how to successfully influence and persuade others by understanding how their individual needs and motivations link to your sales goals is essential. The job requires a high degree of “selling”, whether of sales ideas or products or services in the marketplace. The ability to conduct deep discovery of an advisor and his book is essential....

Job Description Summary Contacts assigned customer accounts or prospects to sell company products within a designated geography or industry. Focuses on meeting personal sales targets, new business development, maintaining customer relationships, and troubleshooting specific customer problems. Has a solid knowledge of products, their characteristics, and market. Typically requires a good general education, excellent interpersonal skills and sales experience. Job Description Clark Capital is searching for a motivated individual with proven organizational and sales skills to support the external sales team in acquiring, developing, and maintaining relationships with successful Financial Advisors. The ideal candidate is a self-starter who is comfortable managing complex and evolving situations. The successful candidate is a team player, resourceful and selfless in the execution of all tasks. Job Responsibilities: Manages territory to attain both sales and revenue...

Job Description Summary Contacts assigned customer accounts or prospects to sell company products within a designated geography or industry. Focuses on meeting personal sales targets, new business development, maintaining customer relationships, and troubleshooting specific customer problems. Has a solid knowledge of products, their characteristics, and market. Typically requires a good general education, excellent interpersonal skills and sales experience. Job Description Clark Capital is searching for a motivated individual with proven organizational and sales skills to support the external sales team in acquiring, developing, and maintaining relationships with successful Financial Advisors. The ideal candidate is a self-starter who is comfortable managing complex and evolving situations. The successful candidate is a team player, resourceful and selfless in the execution of all tasks. Job Responsibilities: Manages territory to attain both sales and revenue...

Role Overview The Hybrid Wholesaler will be responsible for developing new business and supporting existing relationships with financial intermediaries. This individual will execute a high-velocity outreach strategy through outbound calls, digital meetings, email campaigns, and coordinated activity with the team. You will play a pivotal role in building regional momentum, driving inflows, and educating the market on company's differentiated ETF lineup. Key Responsibilities: Business Development & Outreach Proactively engage financial advisors through outbound calls, video meetings, email sequences, and social/digital channels. Build and manage a robust regional pipeline of RIAs and intermediary targets. Schedule and lead product-focused meetings, virtual lunch-and-learns, and follow-up consultations. Deliver a consistent cadence of outreach that meets or exceeds activity expectations. Advisor Education & Sales Support Present company's ETF...

Description The Investment Consultant is an internal sales associate who partners with field sales professionals to provide client service, build relationships and promote Natixis’ solutions to financial advisor clients. This is a hybrid position is located in Boston, MA.   What you will do: Provide proactive sales support and client service within a defined territory via phone, email and virtual meetings. Work as a partner with field sales to develop and execute a sales strategy to meet or exceed sales goals. Create a strong follow up process and daily sales plan to foster sales leads and deliver on client expectations. Document relevant client interactions in the client relationship management (CRM) system. Leverage data intelligence to create targeted sales and service campaigns. Develop strong market and product knowledge to effectively communicate and demonstrate credibility with clients. Ensure timely completion of tasks for assigned marketing and sales...