4 hybrid wholesaler jobs found

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 Us:  ProShares has been at the forefront of the ETF revolution since 2006. ProShares now offers one of the largest lineups of ETFs, with over $100 billion in assets. The company is a leader in strategies such as crypto-linked, dividend growth, interest rate hedged bond and geared (leveraged and inverse) ETF investing. ProShares continues to innovate with products that provide strategic and tactical opportunities for investors to manage risk and enhance returns. Position Summary: New York The position is responsible for promoting ProShares Strategic ETFs across select WH firms, Independent BD’s and RIA’s The role will involve channel segmentation, FA qualifying and profiling as well as arranging appointments for meetings across all channels. We anticipate that the incumbent will possess in-depth investment and market knowledge, product presentation skills, analytical abilities and advanced selling skills.   Essential Job Functions [1] : Introduce current...

Position Information Hiring Manager: Director Department: Private Wealth Americas Department Overview The Private Wealth Americas (“PWA”) Team is a component of the Investor Partners Group (“IPG”) that is responsible for the equity and debt fundraising activities of the Firm. PWA focuses on delivering compelling investment solutions and gold-standard client service to the private wealth market via wirehouses, regional broker-dealers, private banks, registered investment advisors and other intermediaries. PWA oversees sales and marketing, business development, relationship management and business operations specific to the private wealth channel in North and South America. The team collaborates closely with other departments to develop and execute fundraising and client service initiatives in line with the Firm’s objectives. Position Responsibilities The candidate will work closely with PWA’s external sales team to support the distribution of Golub Capital’s...

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...