External wholesaler jobs | Wholesaler Jobs

Oct 13, 2026

Full time

Counterpoint Funds United States

Counterpoint Funds | External Wholesaler / Regional Vice President We are hiring an experienced external wholesaler for each of three territories: • Ohio and Kentucky • Michigan and Indiana • Northern New Jersey and New York City Counterpoint Funds is seeking entrepreneurial, goal-oriented professionals to represent our mutual funds and ETFs. Candidates must have extensive advisor relationships in the independent broker-dealer channel, with a major focus on LPL Financial, along with strong relationships at other independent broker-dealers and the regional firms. THE OPPORTUNITY At Counterpoint, we treat our wholesalers like business owners. You will take ownership of your territory, develop and execute a business plan, cultivate advisor relationships and drive long-term asset growth across our mutual funds and ETFs. Our compensation model includes recurring revenue sharing tied to the management fees generated by the assets you bring to the firm. Similar to...

Feb 04, 2025

Full time

Central External Wholesaler

JC Trident, Inc. Remote (Kansas City, MO)

This position is your typical external wholesaler role that will be focusing on the central region of the country. The territory will run from Minnesota down to Texas, including Missouri. For this role, we are looking for candidates based in Dallas but are open to candidates that are also located in Kansas City or Minneapolis. We are looking for candidates that already bring at least five years of experience as an external wholesaler having sold a similar product set. This position will be geared towards calling on the independent broker dealer channel, RIA's, and Envestnet. The territory already has some existing producers, but we want someone that has a history of being able to build upon what is already in place. You will be expected to travel 50-75%. Compensation will include a base salary (based upon experience) plus a variable compensation plan, expenses, and benefits....

Oct 19, 2026

PGIM Global Wealth - External Wholesaler for RIA (Northwest)

Prudential Financial Remote (Centennial, CO)

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 Based in Colorado (Denver), Washington (Seattle), or Arizona (Phoenix). Coverage will be 7 states Northwest down to Arizona (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,...

SF

Oct 19, 2026

External Wholesaler (RVP) - SecureCare

Securian Financial KS

Overview: Securian Financial is seeking a high-performing External Wholesaler (Regional Vice President) to drive sales growth and expand market presence across a large South territory. In this role, you'll serve as a trusted partner to brokerage general agencies, advisors, and key distribution partners, helping them grow their businesses through Securian's innovative linked benefit solution, SecureCare™. Working closely with a dedicated Internal Wholesaler, you'll own territory strategy, deepen relationships, and deliver impactful sales ideas that help financial professionals better serve their clients. Responsibilities include but not limited to: Manage the Linked Benefit (SecureCare) sales effort for the south territory (TX, KS, MO, AR, LA, OK, NM, CO, MS) through personal visits to establish, maintain and strengthen relationships with assigned Brokerage General Agencies (BGA’s) as well as their employees and the advisors whom they support. Develop strong...

Oct 17, 2026

External Wholesaler/Sales Executive

SS&C Denver, CO

SS&C is a leading provider of mission-critical, AI-powered technology and services empowering financial services and healthcare organizations to work smarter, faster, and securely. Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices worldwide. More than 23,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description External Wholesaler/Sales Executive Location: Denver | Hybrid About SS&C ALPS Advisors SS&C ALPS Advisors is a growing ETF issuer offering differentiated investment solutions across income, infrastructure, energy, commodities, and alternative strategies. In this sales position, your number one objective will be to drive AUM growth. As our AUM continues to grow, we need a dedicated individual focused on a specific territory in order to accelerate AUM growth. This role will accomplish...

Oct 15, 2026

Regional Director (External Wholesaler)

Manulife Remote (MN)

We are seeking dynamic and experienced Regional Directors (External Wholesalers) to join our team at John Hancock. The ideal candidates will be located in Minnesota and will play a crucial role in driving our sales strategies and expanding our customer base in the following region: Minnesota, Nebraska, North Dakota and South Dakota . As a Regional Director (External Wholesaler), you will be responsible for working with a robust team across functional competencies to assure we grow market share and achieve regional sales targets. This role requires a strategic thinker with excellent communication skills and a proven track record in sales. The position offers a sales based incentive with base salary and opportunities for performance bonuses. Position Responsibilities: Develop and execute sales strategies to meet or exceed regional sales targets. Identify new business opportunities and expand our customer base. Work with the regional sales team to ensure a positive...

MS

Oct 15, 2026

Executive Director & External Wholesaler, Wirehouse Channel – Greater Dallas

Morgan Stanley

Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 50 years of history, a presence in 26 countries, and a total of $1.9 trillion in assets under management as of March 31, 2026. MSIM provides broad-based specialization across a range of asset classes in public and private markets. Our independent investment teams leverage Morgan Stanley’s global resources to serve a diverse client base of governments, institutions, corporations, advisors and individuals worldwide. Our investment solutions include a broad range of alternatives, high-conviction active strategies, customization strategies, ESG expertise and tax management solutions.  For further information about Morgan Stanley Investment Management, please visit   www.morganstanley.com/im The Eaton Vance Distribution Team provides a unique opportunity to represent MSIM in tax, direct indexing, alternatives, education,...

Oct 12, 2026

PGIM Global Wealth - External Wholesaler (Wire Channel - Chicago)

Prudential Financial Chicago, IL

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. Coverage will be Chicago with the expectation that the person is based in the region. What you will do The External Wholesaler is responsible for representing all PGIM Global Wealth 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...

LF

Oct 10, 2026

External Wholesaler - Retirement

Lincoln Financial

Alternate Locations: Houston, TX (Texas) 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 #: 76318 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 southern Texas. 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...

LF

Oct 10, 2026

External Wholesaler - Retirement

Lincoln Financial

Alternate Locations: Baton Rouge, LA (Louisiana) 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 #: 76540 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 Louisiana, Mississippi, Alabama, and the Florida Panhandle. 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...

Oct 09, 2026

Annuities External Wholesaler, Bank/Wire and Edward Jones Channel (OR, WA, MT, ID)

Prudential Financial Bainbridge Island, WA

Job Classification: Sales - Sales At Prudential, we believe talent is key to achieving our vision. When you join Prudential, you’ll unlock a motivating and impactful career – all while growing your skills and advancing your profession at one of the world’s leading financial services institutions! Prudential’s Individual Retirement business is seeking a results-oriented External Wholesaler to grow fixed and variable annuity sales across the Bank/Wire and Edward Jones channel in Oregon, Washington, Montana, and Idaho. Reporting to a Divisional Sales Manager, this role combines strategic territory development, relationship management and point-of-sale support to help financial advisors address clients’ retirement income needs. The current employee work arrangement for this position is fully virtual, however individuals must currently reside in the territory, as travel through the assigned territory is required. What you can expect: Develop and execute a territory...

Oct 09, 2026

Annuities External Wholesaler, Advisor Channel (Buffalo, Rochester, Syracuse)

Prudential Financial Syracuse, NY

Job Classification: Sales - Sales At Prudential, we believe talent is key to achieving our vision. When you join Prudential, you’ll unlock a motivating and impactful career – all while growing your skills and advancing your profession at one of the world’s leading financial services institutions! Prudential’s Individual Retirement business is seeking a results-oriented External Wholesaler to grow fixed and variable annuity sales across the Advisor channel in upstate New York primarily focused on Buffalo, Rochester, and Syracuse. Reporting to a Divisional Sales Manager, this role combines strategic territory development, relationship management and point-of-sale support to help financial advisors address clients’ retirement income needs. The current employee work arrangement for this position is fully virtual, however individuals must currently reside in the territory, as travel through the assigned territory is required. What you can expect: Develop and execute a...

Oct 09, 2026

Annuities External Wholesaler, Bank/Wire Channel (Greater NYC)

Prudential Financial Newark, NJ

Job Classification: Sales - Sales At Prudential, we believe talent is key to achieving our vision. When you join Prudential, you’ll unlock a motivating and impactful career – all while growing your skills and advancing your profession at one of the world’s leading financial services institutions! Prudential’s Individual Retirement business is seeking a results-oriented External Wholesaler to grow fixed and variable annuity sales across the Bank/Wire channel in Greater New York City. Reporting to a Divisional Sales Manager, this role combines strategic territory development, relationship management and point-of-sale support to help financial advisors address clients’ retirement income needs. The current employee work arrangement for this position is fully virtual, however individuals must currently reside in the territory, as travel through the assigned territory is required. What you can expect: Develop and execute a territory sales strategy to grow Prudential...

Po

Oct 05, 2026

External Wholesaler- Gulf Coast

Potomac Remote (United States)

Summary The External Wholesaler , along with their internal team member, will support and grow Potomac's tactical investment strategies and mutual fund business with financial advisors in the Independent Broker Dealer and RIA channel. We're hiring for this position in our Gulf Coast Region which includes, FL & MS . What You’ll Do   Represent Potomac and distribute all Potomac products and services within the assigned territory. Travel within the territory to conduct 1:1 and group face to face meetings and presentations. Partner with an internal wholesaler to develop a business plan and manage the territory to meet and exceed regional sales goals and objectives. Identify advisor needs through a consultative sales process and provide tailored investment solutions. Build and maintain relationships with internal and external business partners (e.g., marketing, senior leaders, field leaders). Manage administrative...

Oct 04, 2026

External Wholesaler (Arizona)

Penn Mutual Remote (United States)

Job Description: **Candidate Note: This is a remote position; however, we are seeking candidates who live or are willing to relocate specifically in the Phoenix, Arizona metro area. We are looking for an External Wholesaler (Regional Marketing Director - RMD) to be part of our West Region team. This role will report the Regional Vice President. As a RMD, you'll generate Penn Mutual life insurance sales through recruiting and sales solicitation of targeted life insurance financial professionals. The successful candidate is adept at positioning life insurance as the foundation of a financial plan, actively promoting the living as well as the death benefits of life insurance for the individual and business markets. Considered a "second line field leader," this employee is a "master in the craft" as represented by expertise in practice management to enable a financial professional to start, grow, or transition their practice depending on their experience in the business and...

Sep 26, 2026

External Wholesaler Canada Insurance

Manulife Remote (United States)

We are currently looking for a new External Insurance Wholesaler to serve Quebec territory Manulife is a leading provider of insurance solutions that helps people make decisions easier and lives better. Through a strong, well-diversified distribution platform which includes independent advisors, contracted agents, financial planners, brokers and distribution partners, we deliver: · Market leading individual life insurance · Living benefit products, the best on the Market · Critical illness and disability insurance solutions. Position Responsibilities: Proactively handle relationships with key advisors and intermediaries Be a contact in providing assistance in the resolution of problem situations that may arise with the intermediaries and individuals within the region; Identify opportunities and activities to generate profitable business growth; Develop and execute regular business development plans; Conduct dynamic sales meetings &...

Sep 26, 2026

External Wholesaler Canada Insurance

Manulife Remote (United States)

Manulife Financial’s Retail Markets business unit is a leading provider of investment and insurance solutions that meet the diverse financial needs of Canadian families. In collaboration with independent financial advisors across the country, we offer a suite of innovative wealth and protection solutions, including: segregated funds, mutual funds, annuities, guaranteed interest contracts, individual life insurance and one of the most comprehensive living benefit portfolios in the industry which includes critical illness, long-term care and disability products. Are you looking to join a team that is recognized for innovation, excellence and industry-leading service? Reporting to the Regional Vice President, Individual Insurance Sales, the wholesaler will be accountable for providing case consultation, sales, product and marketing support to select advisors and intermediaries in the territory in order to drive sales of individual life and living benefits insurance. The incumbent...

Po

Sep 26, 2026

External Wholesaler - Mid-Atlantic

Potomac VA

Summary The External Wholesaler , along with their internal team member, will support and grow Potomac's tactical investment strategies and mutual fund business with financial advisors in the Independent Broker Dealer and RIA channel. We're hiring for this position in our Mid-Atlantic Region. What You’ll Do   Represent Potomac and distribute all Potomac products and services within the assigned territory. Travel within the territory to conduct 1:1 and group face to face meetings and presentations. Partner with an internal wholesaler to develop a business plan and manage the territory to meet and exceed regional sales goals and objectives. Identify advisor needs through a consultative sales process and provide tailored investment solutions. Build and maintain relationships with internal and external business partners (e.g., marketing, senior leaders, field leaders). Manage administrative responsibilities according to company...

Po

Sep 25, 2026

External Wholesaler - Mid-Atlantic

Potomac Baltimore, MD

The Opportunity At Potomac, we’re not for everyone—and that’s by design. We attract people who think critically, communicate clearly, and execute with urgency. People who care deeply about their work and don’t need handholding to make things happen.  We’re a boutique tactical asset manager with a differentiated product that serves the independent broker-dealer and RIA channel Headquartered in Bethesda, MD, we combine institutional-grade investment expertise with a quantitative process that is Built to Conquer Risk ®.   Summary The External Wholesaler , along with their internal team member, will support and grow Potomac's tactical investment strategies and mutual fund business with financial advisors in the Independent Broker Dealer and RIA channel. We're hiring for this position in our Mid-Atlantic Region. What You’ll Do   Represent Potomac and distribute all Potomac products and services within...

Po

Sep 25, 2026

External Wholesaler - Mid-Atlantic

Potomac Washington, DC

The Opportunity At Potomac, we’re not for everyone—and that’s by design. We attract people who think critically, communicate clearly, and execute with urgency. People who care deeply about their work and don’t need handholding to make things happen.  We’re a boutique tactical asset manager with a differentiated product that serves the independent broker-dealer and RIA channel Headquartered in Bethesda, MD, we combine institutional-grade investment expertise with a quantitative process that is Built to Conquer Risk ®.   Summary The External Wholesaler , along with their internal team member, will support and grow Potomac's tactical investment strategies and mutual fund business with financial advisors in the Independent Broker Dealer and RIA channel. We're hiring for this position in our Mid-Atlantic Region. What You’ll Do   Represent Potomac and distribute all Potomac products and services within...

161 external wholesaler jobs found