95 external wholesaler jobs found

Job Classification: Sales - Sales What you will do The External Wholesaler is responsible for representing all PGIM investment products and vehicles including Mutual funds, ETF’s, SMA’s, Alternative Investments, CIT’s across retail and retirement platforms to investment professionals in their respective territory. The External Wholesaler is responsible to raising net new assets for the firm and servicing the firms existing client base across Wirehouses, Regional Broker Dealers and RIA Aggregator firms. The wholesaler will be able to clearly differentiate our investment strategies, provide technical information and articulate the benefits relative to our competitors.   They are expected to demonstrate expert level understanding of asset allocation, portfolio construction, capital markets, and industry related topics. They will be based out of their respective home office that’s required to be in one of the major zones within their geographic region and have...

This role offers an opportunity to drive meaningful growth in the individual insurance business by partnering closely with advisors to deliver expert case consultation, product guidance, and innovative sales support. By equipping advisors with strong strategies, training, and marketing insights, this position directly supports our mission to help clients make confident financial decisions and protect what matters most. Successful candidates will gain exposure to diverse advisors, complex planning scenarios, and strategic business development, strengthening both their technical expertise and leadership presence in the field. This role also offers the chance to represent Manulife within the broader financial community, building strong professional networks and influencing market success. Position Responsibilities: Accountable for providing case consultation, sales, product and marketing support to select advisors and intermediaries in the territory in order to drive sales...

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 wire houses, 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...

The Opportunity We’re growing and our clients deserve the best. We are building a dynamic team of external wholesalers to drive the sales of MassMutual’s Annuity Distribution to third party distributors. We are looking for a dynamic External Annuity Wholesaler . In this role you will build and grow relationships across our channel with Banks, Credit Unions, Wirehouse, National/Regional Broker Dealers, and Independent Broker Dealers in GA, TN, AL, a nd KY.   You will possess an entrepreneurial spirit, while striving for excellence.  You will be responsible for territory production in partnership with an internal wholesaler, drive financial professional annuity penetration rates, and promote diversity of products sold through third-party distributors.  You will have a strong desire to broaden financial wellness in a learning environment while providing education to communities throughout the assigned territory. The Team We have assembled a team of industry leading...

The Opportunity As an External Wholesaler focused on Life Insurance, you will independently manage your territory, build deep distributor and advisor relationships, and deliver protection solutions that support the long‑term financial security of clients.  This role blends consultative selling, strategic territory management, and relationship leadership. You will partner closely with independent insurance advisors, BGAs, IMOs, and national broker/dealers, positioning MassMutual’s Life Insurance solutions as a core component of holistic financial planning. The Team We’re growing, and our distributors and advisors expect expertise, responsiveness, and results. We are building a dynamic team of external wholesalers who can expand market presence, deepen penetration, and drive consistent, quality Life Insurance production across third‑party channels. The Impact In this role, you will be accountable for territory performance including production results, penetration...

Job Description:  <\/span><\/b> Senior VP Business Development (External Wholesaler) We have an opportunity for an ambitious business development leader to drive results for a family of funds specializing in alternative investments. Your primary responsibility would be selling into the already established National Accounts of the firm with the focus on Western Canada (Alberta & BC). We offer a competitive base salary along with an attractive commission/bonus plan.<\/span><\/p>  <\/span> <\/p> Base Salary Range: <\/span><\/b> $175,000 -$185,000 + uncapped commission <\/span> <\/p> <\/span> Role:<\/span><\/b>   Conduct sales meetings with IIROC advisors while explaining the advantages of partnering with the firm & the benefits of alternative investments. To achieve this, you will:<\/span><\/p> ·...

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. This role can be Colorado (Denver) or Washington (Seattle) based. Coverage will be 7 states Northwest down to Colorado (not California) 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...

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. This person will cover the South Central region with an emphasis on Texas and be based out of either Dallas or Houston. 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....

The Opportunity As an External Wholesaler focused on Life Insurance, you will independently manage your territory, build deep distributor and advisor relationships, and deliver protection solutions that support the long‑term financial security of clients.  This role blends consultative selling, strategic territory management, and relationship leadership. You will partner closely with independent insurance advisors, BGAs, IMOs, and national broker/dealers, positioning MassMutual’s Life Insurance solutions as a core component of holistic financial planning. The Team We’re growing, and our distributors and advisors expect expertise, responsiveness, and results. We are building a dynamic team of external wholesalers who can expand market presence, deepen penetration, and drive consistent, quality Life Insurance production across third‑party channels. The Impact In this role, you will be accountable for territory performance including production results, penetration...

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. This role will cover Illinois, Minnesota, and Iowa. 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,...

Description At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. BNY Investments is a leading investment manager, with $2.2 Trillion in assets under management as of December 31, 2025. Through an investor-first approach, the firm brings to clients the best of both worlds: specialist expertise from seven...

Job Description:  <\/span><\/b> Senior VP Capital Markets (External Wholesaler) We have an opportunity for an ambitious business development leader to drive results for a family of funds specializing in alternative investments. Your primary responsibility would be selling into the already established National Accounts of the firm with the focus on Western Canada (Alberta & BC). We offer a competitive base salary along with an attractive commission/bonus plan.<\/span><\/p>  <\/span> <\/p> Base Salary Range: <\/span><\/b> $175,000 -$185,000 + uncapped commission <\/span> <\/p> <\/span> Role:<\/span><\/b>   Conduct sales meetings with IIROC advisors while explaining the advantages of partnering with the firm & the benefits of alternative investments. To achieve this, you will:<\/span><\/p> ·...

Alternate Locations: Phoenix, AZ (Arizona)     Work Arrangement: Remote : Work at home employee residing outside of a commutable distance to an office location.   Relocation assistance:   is not available for this opportunity.   Requisition #:  75540   The Role at a Glance As an External wholesaler for Retirement Plan Services you will develop, direct, implement, and maintain a business plan to achieve sales and growth goals for your assigned external wholesale area(s) of responsibility. You will build, enhance, and direct the relationship with firms and/or institutions in your assigned territory of Arizona, New Mexico, and El Paso. You will also build, direct, and maintain external wholesale sales programs/plans which result in an increase in sales revenue and market share within the assigned territory. What you'll be doing Builds and directs a more complex relationship platform by identifying senior contacts within targeted firms...

About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.   Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service. SENIOR MARKET LEADER - ROLE SUMMARY As a Senior Market Leader you will provide Northern Trust Asset Management’s (NTAM) capabilities to financial intermediaries, as investment recommendations, including, but not limited to: RIAs, Wirehouses, Independent Broker/Dealers, Regional Broker/Dealers, etc. positioning FlexShares ETFs, Northern Multi Asset Class Solutions, Northern Funds, Northern SMAs,...

About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.   Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service. As a Senior Market Leader you will provide Northern Trust Asset Management’s (NTAM) capabilities to financial intermediaries, as investment recommendations, including, but not limited to: RIAs, Wirehouses, Independent Broker/Dealers, Regional Broker/Dealers, etc. positioning FlexShares ETFs, Northern Multi Asset Class Solutions, Northern Funds, Northern SMAs, Direct Indexing and Northern Alternatives...

About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.   Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service. As a Senior Market Leader you will provide Northern Trust Asset Management’s (NTAM) capabilities to financial intermediaries, as investment recommendations, including, but not limited to: RIAs, Wirehouses, Independent Broker/Dealers, Regional Broker/Dealers, etc. positioning FlexShares ETFs, Northern Multi Asset Class Solutions, Northern Funds, Northern SMAs, Direct Indexing and Northern Alternatives...

About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.   Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service. Position Overview: As a Senior Market Leader you will provide Northern Trust Asset Management’s (NTAM) capabilities to financial intermediaries, as investment recommendations, including, but not limited to: RIAs, Wirehouses, Independent Broker/Dealers, Regional Broker/Dealers, etc. positioning FlexShares ETFs, Northern Multi Asset Class Solutions, Northern Funds, Northern SMAs, Direct Indexing and...

About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.   Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service. In this remotely based role in the Charlotte, NC area , as a Senior Market Leader you will provide Northern Trust Asset Management’s (NTAM) capabilities to financial intermediaries, as investment recommendations, including, but not limited to: RIAs, Wirehouses, Independent Broker/Dealers, Regional Broker/Dealers, etc. positioning FlexShares ETFs, Northern Multi Asset Class Solutions, Northern Funds,...

Job Description:  <\/span><\/b> Senior VP Business Development (External Wholesaler) We have an opportunity for an ambitious business development leader to drive results for a family of funds specializing in alternative investments. Your primary responsibility would be selling into the already established National Accounts of the firm with the focus on Western Canada (Alberta & BC). We offer a competitive base salary along with an attractive commission/bonus plan.<\/span><\/p>  <\/span> <\/p> Base Salary Range: <\/span><\/b> $175,000 -$185,000 + uncapped commission <\/span> <\/p> <\/span> Role:<\/span><\/b>   Conduct sales meetings with IIROC advisors while explaining the advantages of partnering with the firm & the benefits of alternative investments. To achieve this, you will:<\/span><\/p> ·...