46 external wholesaler business development jobs found

We're hiring on behalf of a rapidly growing real estate investment firm managing $6B+ in assets across necessity-based retail and healthcare. This firm is scaling aggressively and expanding its distribution team to support a diverse portfolio of DSTs and non-traded REIT offerings. What You’ll Do: Build and grow advisor relationships across RIA and IBD channels. Drive capital raise efforts for DSTs, 1031 exchanges, and non-traded REITs. Conduct in-person and virtual sales meetings across your assigned territory. Travel regionally 3–5 days per week to meet with advisors and attend events. Partner with an internal wholesaler to execute regional strategies. Track activities in Salesforce and align with National Accounts on key accounts. What We’re Looking For: FINRA Series 7 license (Required) Proven success raising capital as an external wholesaler Deep understanding of DSTs, 1031 exchanges, and REITs Strong communicator and presenter Based...

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...

About this role About this role BlackRock’s Offshore Wealth business is one of the most dynamic and fast-growing division within the company. The business is responsible for delivering the full range of the BlackRock platform, products, and solutions to financial intermediaries, such as wirehouses, broker-dealers, private banks, independent advisors, family offices, and Registered Investment Advisors (RIAs). As such, Offshore Wealth has been instrumental in solidifying BlackRock's position as a leading provider of investment solutions for the international clients in the Americas.   The team has 25+ colleagues between Miami, New York, San Francisco, and Houston who are at the forefront of reinventing the industry. Come join our team and experience what it feels like to be part of an organization that makes a difference!   Primary Responsibilities The market leader/external wholesaler serve as the key contact between BlackRock and our financial...

Description As a leading provider of annuities, MassMutual Ascend is committed to taking financial futures above and beyond. This means offering innovative products that fit our customers’ unique needs – whether it’s protecting their hard-earned savings, receiving guaranteed income or providing for loved ones. MassMutual Ascend is proud to offer customers a level of strength and stability they can count on for years to come. The Opportunity Are you experienced in driving sales and building a sales territory? Do you have a strong ability and passion to build relationships and connect with financial professionals? We are looking for a successful candidate with annuity sales experience to join our team as  Hybrid Wholesalers . This position will fulfill one of two hybrid wholesaler roles within our direct financial institutions division. The Hybrid Wholesalers will be responsible for driving new annuity sales in an assigned territory primarily by phone, email, online and...

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...

About AGF: Founded in 1957, AGF Management Limited (AGF) is an independent and globally diverse asset management firm. 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. AGF brings a disciplined approach, focused on incorporating sound, responsible and sustainable corporate practices. The firm’s collective investment expertise, driven by its fundamental, quantitative and private investing capabilities, extends globally to a wide range of clients, from financial advisors and their clients to high-net worth and institutional investors including pension plans, corporate plans, sovereign wealth funds, endowments and foundations. 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...

Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits.   More than half of all working Americans are not saving enough for their future. Too often, it’s because they are employed by a company that doesn’t offer a retirement plan. Human Interest is changing that by making it affordable and accessible for small and medium-sized businesses to offer employees a path to financial independence through retirement savings. We’re a high-growth fintech company changing the retirement industry. We are backed by a number of investors. This includes funding from Marshall Wace and Baillie Gifford, as well as top investors such as BlackRock , TPG (The Rise Fund) , SoftBank, Glynn Capital , NewView Capital, USVP, Wing, Uncork, and more. About the role Human Interest, the Retirement Industry Disruptor, is seeking a highly motivated and results-driven Internal Wholesaler to join our dynamic sales team. The Internal Wholesaler...

Description About Zacks Investment Management Zacks Investment Management (ZIM) is a leading provider of investment strategies and research-driven portfolio solutions. With decades of experience and a commitment to innovation, we deliver transparent, cost-effective, and data-driven investment solutions to financial advisors, institutions, and individual investors. Position Summary We are seeking an experienced and driven ETF External Wholesaler to join our growing team. This individual will be responsible for raising and retaining assets within a designated territory by promoting Zacks’ ETF strategies to financial advisors. Key Responsibilities: Develop and execute a business plan to grow ETF sales in assigned territory Build and maintain relationships with financial advisors, home office personnel, and institutional clients Deliver educational presentations on Zacks ETFs, market trends, and portfolio solutions...

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...

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...

The Opportunity MassMutual Strategic Distributors (MMSD) is looking for a self-starting and partnership-oriented Life Internal Wholesaler to join our Internal Sales Desk.  You will have a strong desire to broaden financial wellness and education to communities throughout the country. The Team The Internal Sales Desk at MassMutual Strategic Distributors works with distributors in the third-party/independent/brokerage general agent space to sell our Whole Life and Variable Universal Life, Universal Life, Term products through financial advisors and independent agents. The Impact In this role, you consult with our clients (broker dealers, captive agents and/or institutions) on pre-and-post-sale technical product support.  You respond to inquiries from our distribution partners and advisors on products, sales designs/concepts, and product positioning.  You communicate confidently with your customer base and drive sales in partnership with your territory’s Managing...

At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident.   We believe doing the right thing for our clients and our associates is good business . With a career at the firm, y ou can expect opportunities to create real impact at work and in your community. Y ou’ll enjoy resources to support your career path, a s well as compensation , benefits , and flexibility to enrich your life. Here, you’ll find a collaborative culture that respect s and valu e s...

At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident.   We believe doing the right thing for our clients and our associates is good business . With a career at the firm, y ou can expect opportunities to create real impact at work and in your community. Y ou’ll enjoy resources to support your career path, a s well as compensation , benefits , and flexibility to enrich your life. Here, you’ll find a collaborative culture that respect s and valu e s...

The Role About Lord Abbett:   Founded in 1929, Lord Abbett is an independent firm with a singular focus on the management of money. Over the course of our history, we’ve earned a sterling reputation for our leadership, influence, and innovation in the asset management industry. Today, our independent perspective, our commitment to active management, and our intelligent product design continue to make us relevant to individual and institutional investors.   From the very beginning, we’ve recognized that our people are our greatest asset. As an investment-led, investor-focused firm, we value intellectual curiosity, teamwork, and collaboration across the organization.   We’re looking for people with a keen interest in working for a trusted leader in the asset management industry, a desire to expand their knowledge, and a passion for delivering a client experience that exceeds expectations.   Now that you know our history, are you ready to...

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 Chief Financial Officer (CFO) – National Nursery Wholesaler –located in Dayton, Oregon Acumen Executive Search is delighted to partner with Monrovia Nursery to find their next  Chief Financial Officer (CFO). Monrovia exists to “grow beautifully”. Their passion for plants, use of natural processes, and years of experience (100 years) result in plants that enable consumers to achieve a landscape of exceptional beauty and share in the joy that comes from creating healthy living spaces.  The Chief Financial Officer (CFO) is the strategic Finance/Accounting business partner to the leadership team and reports directly to the President/CEO. The company has three nurseries in the United States with 1300 FTE employees and approximately an additional 300 seasonal workers. The Chief Financial Officer (CFO) is responsible for supporting business objectives, strategic goals, and the financial well-being of the organization. The Chief Financial Officer...

Job Description Internal Wholesaler Montreal – Offices located at 1981 McGill College Avenue   Build the future with us Are you driven by sales excellence and client relationships and eager to contribute to the success of a company that helps its clients feel confident and secure about their future? As part of our Internal Wholesaling team, you will 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 hybrid role is based in Montreal 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...

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...

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,...