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114 external wholesaler jobs found

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JC Trident, Inc.
Feb 04, 2025
Full time
Central External Wholesaler
JC Trident, Inc. Remote (Kansas City, MO, USA)
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....
BR
Jun 15, 2025
Market Leader/External Wholesaler – Vice President
BlackRock San Francisco, CA, USA
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 20+ 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...
PG
Jun 15, 2025
PGIM Investments - External Wholesaler (Wire Channel Minnesota & Wisconsin)
PGIM Minneapolis, MN, USA
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 access to a...
PG
Jun 15, 2025
PGIM Investments – Wire Channel External Wholesaler (Connecticut & Rhode Island)
PGIM CT, USA
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 has access to a...
PG
Jun 15, 2025
PGIM Investments, External Wholesaler (Wire Channel North Texas)
PGIM Dallas, TX, USA
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 access to a...
U.
Jun 13, 2025
External Wholesaler
U. Remote (CA, USA)
Manulife John Hancock Investment, a division of Manulife Financial, is a premier provider of asset management and investment strategies. John Hancock has been helping individuals and institutions build and protect wealth for 159 years. At a time when trust and confidence are at a premium, we are proud to offer a full range of investment strategies that carry one of America's strongest and most recognized corporate brands.   We are looking for an External Wholesaler to engage new and existing clients to drive sales across the entire suite of JHIM investment products. This position is responsible for coverage of financial advisors across multiple channel. This territory offers significant growth potential for the right candidate.   Responsibilities Distribution of Mutual Funds, ETFs, 529 plans, UCITS, SMAs, DCIO and Private Placement offerings. Maintain and build client relationships by providing timely information on products, capital market intelligence, practice...
SmartTrust
Jun 13, 2025
UIT External Wholesaler - based in Florida, covering Northern Florida and the Panhandle
SmartTrust FL, USA
External Wholesaler – based in Florida, covering Northern Florida and the Panhandle If you are a highly motivated individual and looking to join a vibrant growing company, SmartTrust® may be the right choice for you. Overview SmartTrust® is one of the top Unit Investment Trust (UIT) sponsors in the country committed to delivering high-quality growth and income investments to help meet the growing needs of today’s demanding investors and financial advisors. We are headquartered just outside of NYC, in Parsippany, NJ, and deposited our first UIT in 2003. We had substantial growth over the past five years with 2024 being our best sales year to date. As of mid-year 2025, UIT assets under management were just over 2 billion. For more information about SmartTrust®, please visit www.smarttrustuit.com . We are searching for an experienced External Wholesaler based in Seattle to expand our experienced team. The primary role of the External Wholesaler is to partner with...
U.
Jun 13, 2025
External Wholesaler
U. Remote (Washington, DC, USA)
The Opportunity:   John Hancock Investment Management (“JHIM”), a division of Manulife Financial, is a premier provider of asset management and investment strategies. John Hancock has been helping individuals and institutions build and protect wealth for 159 years. At a time when trust and confidence are at a premium, we are proud to offer a full range of investment strategies that carry one of America's strongest and most recognized corporate brands.   JHIM is looking for an External Wholesaler to engage new and existing clients to drive sales across the entire suite of JHIM investment products. This position is responsible for coverage of financial advisors across multiple channel. This territory offers significant growth potential for the right candidate.   Responsibilities Distribution of Mutual Funds, ETFs, 529 plans, UCITS, SMAs, DCIO and Private Placement offerings. Maintain and build client relationships by providing timely information on products, capital...
National Life Group Careers
Jun 11, 2025
Life and Annuity External Wholesaler (Mandarin Speaking)
National Life Group Careers CA, USA
Life and Annuity External Wholesaler (Mandarin Speaking) Please note that we do not offer visa sponsorship for this position. Summary    Come join one of America’s fastest growing insurance companies. For more than 175 years, National Life Group has aimed to keep its promises to provide families stability in good times and in bad. Throughout our 175 plus years, we have provided peace of mind to those families as they plan their futures. As a mission-driven business, our promises are as important as the products we sell.   We are seeking dynamic sales professionals to join our team. In this role, you will be responsible for growing and developing strategic relationships with National Life Group’s distribution partners. Your focus will be on finding new business relationships and collaborating with existing strategic partners to develop and implement growth-oriented business goals. In addition, you will prospect and develop business relationships to drive sales of...
MM
Jun 10, 2025
External Wholesaler, MM Investments
Massachusetts Mutual Life Insurance Co. Remote (Trenton, NJ, USA)
The Opportunity MassMutual Investments is a diversified multi-manager investment platform focused on the wealth management channel. We leverage an open architecture framework to develop innovative solutions to solve the most pressing investment needs of our clients. We are seeking a External Wholesaler, MM Investments. MassMutual Investments is a rapidly growing area of the organization.  You’ll have a tremendous opportunity to help shape our future growth. Your expertise, strategic thinking, and dedication will greatly impact our organization, drive industry innovation, and help our clients secure their financial future.  The Team MassMutual Investment has developed partnerships with some of the world's largest asset managers, and specialized investment boutiques who sub-advise our investment strategies. We are rapidly expanding our solutions in the wealth channel, and we are seeking a highly motivated individual to help drive our dynamic and collaborative effort....
MM
Jun 10, 2025
External Wholesaler, MM Investments
Massachusetts Mutual Life Insurance Co. Remote (Columbus, OH, USA)
The Opportunity MassMutual Investments is a diversified multi-manager investment platform focused on the wealth management channel. We leverage an open architecture framework to develop innovative solutions to solve the most pressing investment needs of our clients. We are seeking a External Wholesaler, MM Investments. MassMutual Investments is a rapidly growing area of the organization.  You’ll have a tremendous opportunity to help shape our future growth. Your expertise, strategic thinking, and dedication will greatly impact our organization, drive industry innovation, and help our clients secure their financial future.  The Team MassMutual Investment has developed partnerships with some of the world's largest asset managers, and specialized investment boutiques who sub-advise our investment strategies. We are rapidly expanding our solutions in the wealth channel, and we are seeking a highly motivated individual to help drive our dynamic and collaborative effort....
NT
Jun 10, 2025
Business Development Executive (External Wholesaler, Intermediary Channel) - Dallas, TX area
Northern Trust Investments Dallas, TX, USA
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. Major Duties :1. Sells ETF, Mutual Fund and SMA products and services to suitable prospects producing fee revenue for the bank 2. Identifies new prospects by researching potential needs and prioritizing and producing a business plan 3. Acts as the technical expert and regional lead on the bank's products and services and the outside marketplace 4. Makes customized sales presentations to large and...
Afficiency
Jun 10, 2025
External Wholesaler/Final Expense (Remote)
Afficiency Remote (New York, NY, USA)
Company Description Afficiency is a rapidly growing Insurtech company whose mission is to provide life insurance to everyone via both our proprietary platform and in collaboration with our carrier and distribution partners. Located in NYC, we design and deliver life insurance products that can be purchased in an entirely digital environment for both the agents and their customers. We are looking for new team members to join us on our journey to shake up the life insurance industry. We need individuals who bring passion, curiosity, and a desire for excellence.  We are seeking a self-starter; a proactive and self-motivated individual who thrives in a dynamic environment and can independently initiate and drive projects to completion. Job Description About the Role As an External Wholesaler, specializing in Final Expense at Afficiency, you’ll serve as a strategic connector between our innovative life insurance products and the independent financial professionals...
PI
Jun 10, 2025
PGIM Investments, External Wholesaler (Michigan)
Prudential Insurance MI, USA
Job Classification: Sales - Sales What you will do The External Wholesaler 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 wholesaler will provide technical information on the products they represent, demonstrating a solid understanding of the competitive landscape, 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 has access to a major airport that serves all of their respective states. Wholesaler will be able to clearly differentiate our investment strategies and articulate the...
NY
Jun 10, 2025
External Wholesaler, Minnesota (91757)
New York Life Insurance Minneapolis, MN, USA
Location Designation:  Fully Remote    Our New York Life culture has laid the foundation for over 175 years of commitment to our employees, agents, policy owners, and the communities where we live and work. Here you become a valued part of a welcoming, inclusive, and caring organization with a long-standing legacy in stability and growth. The strength revolves around our diversified, multi-dimensional business portfolio that goes beyond life insurance.   As a Fortune 100 company and industry leader, we provide an environment where you can explore your career ambitions, offering opportunities to tackle meaningful challenges and stretch your skills while balancing work and life priorities.  You will be part of an inclusive team guided by our belief to always be there for each other–providing the support and flexibility to grow and reach new heights while making an impact in the lives of others.   You are our future, and we commit to investing in you...
AI
Jun 10, 2025
Regional Sales Manager (External Wholesaler)
AGF Investments USA
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 Role: We currently have an outstanding career opportunity for a truly dynamic and passionate individual to join our Sales team as a Regional Sales Manager (Wholesaler) based out of Vancouver. The Regional...
Resolute Investment Managers
Jun 10, 2025
Regional VP, Great Lakes Region (External Wholesaler)
Resolute Investment Managers Remote (Cincinnati, OH, USA)
Regional VP, Great Lakes Region (External Wholesaler) Sales Resolute Investment Managers, Inc. ("Resolute") is a diversified, multi-affiliate asset management platform that partners with affiliated and independent investment managers. The clients of Resolute and our affiliates include corporate defined benefit plans, institutions and individual investors. We trace our history to 1986 when an affiliate, American Beacon Advisors, Inc. (formerly AMR Investment Services, Inc.), began providing investment management services as an independently operated entity. Since 1987, American Beacon Advisors has managed the American Beacon Funds family of mutual funds. Over the years, American Beacon has built a reputation for innovative thinking, discipline and prudent investing, which has led to several prestigious awards for its pension management, cash management and mutual fund investment services. Today, Resolute is a privately held organization owned by a consortium of...
SL
Jun 09, 2025
Wealth Sales Director (External Wholesaler) Golden Horseshoe
Sun Life Assurance Company of Canada
You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world. Job Description: We have a fantastic opportunity for a driven and ambitious sales leader to drive results with one of the most forward-looking asset management firms in Canada.  This external role works within wealth distribution under the brand of Sun Life Global Investments. Sun Life Global Investments brings together the strength of Sun Life Financial with best-in-class asset managers...
U.
Jun 09, 2025
External Wholesaler
U. Remote (IN, USA)
Manulife John Hancock Investment, a division of Manulife Financial, is a premier provider of asset management and investment strategies. John Hancock has been helping individuals and institutions build and protect wealth for 159 years. At a time when trust and confidence are at a premium, we are proud to offer a full range of investment strategies that carry one of America's strongest and most recognized corporate brands.   We are looking for an External Wholesaler to engage new and existing clients to drive sales across the entire suite of JHIM investment products. This position is responsible for coverage of financial advisors across multiple channel. This territory offers significant growth potential for the right candidate.   Responsibilities Distribution of Mutual Funds, ETFs, 529 plans, UCITS, SMAs, DCIO and Private Placement offerings. Maintain and build client relationships by providing timely information on products, capital market intelligence, practice...
SL
Jun 09, 2025
Wealth Sales Director (External Wholesaler) Golden Horseshoe
Sun Life Assurance Company of Canada
You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world. Job Description: We have a fantastic opportunity for a driven and ambitious sales leader to drive results with one of the most forward-looking asset management firms in Canada.  This external role works within wealth distribution under the brand of Sun Life Global Investments. Sun Life Global Investments brings together the strength of Sun Life Financial with best-in-class asset managers...
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