51 hybrid wholesaler jobs found

Position Summary NorthCoast Asset Management is a data-driven investment firm specializing in dynamic, risk-managed equity and income strategies for high-net-worth investors and financial advisors. With more than two decades of applied research and market experience, the firm combines macroeconomic analysis, quantitative modeling, and disciplined risk controls to actively navigate evolving market environments. The firm is headquartered in Stamford, Connecticut and operates as a part of the Focus Financial network. NorthCoast Asset Management is seeking a Hybrid Wholesale. The Hybrid Wholesaler serves as a bridge between internal and external distribution, combining virtual coverage, targeted in‑person meetings, and territory management responsibilities. This role is designed to scale advisor coverage, deepen relationships and drive asset growth across key channels (Wirehouse, RIA, and Broker‑Dealer).  This position requires an presence in the Stamford office five...

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...

Requisition Number: 78418 Position Title: External Description: Role Summary The Model Portfolio landscape is one of the fastest growing areas of the Asset Management Industry. T. Rowe Price is actively seeking a client-facing sales professional with a proven track record of managing a territory and owning client relationships to promote Model Portfolios.  This individual will be responsible for sales and client relationship management for model portfolio centric advisors. Maintains significant industry experience and proactively researches trends, competitor services/offerings, and clients' business environment. Oversees assigned prospect and client relationships, ensuring satisfaction, a swift response to client needs, efficient problem resolution. Utilizes deep expertise to proactively identify potential growth opportunities that will help clients achieve their goals. Responsible for the achievement of sales targets for the region....

Requisition Number: 72626 Position Title: External Description: Role Summary The Model Portfolio landscape is one of the fastest growing areas of the Asset Management Industry. T. Rowe Price is actively seeking a client-facing sales professional with a proven track record of managing a territory and owning client relationships to promote Model Portfolios.  This individual will be responsible for sales and client relationship management for model portfolio centric advisors. Maintains significant industry experience and proactively researches trends, competitor services/offerings, and clients' business environment. Oversees assigned prospect and client relationships, ensuring satisfaction, a swift response to client needs, efficient problem resolution. Utilizes deep expertise to proactively identify potential growth opportunities that will help clients achieve their goals. Responsible for the achievement of sales targets for the region....

Job Summary The Hybrid Wholesaler is responsible for achieving sales results by supporting a defined group of targeted independent agents and IMO partners. This channel-aligned role focuses on deepening engagement with key partners by providing high-touch virtual/phone activities and strategic sales guidance, complemented by effective in-person visits and events. Success in this role requires a balance in supporting National Accounts Manager(s) as well as management of individual relationships and contacts to grow sales. Activities include home office functions of account management (reporting, content creation, field and internal communication, virtual sales trainings, case support, CRM activity tracking, etc) as well as enterprising activities (self-directed in alignment with channel and account leaders) which effectively identify high-potential opportunities for delivery of sales support, marketing campaigns and case consultation. This Hybrid Wholesaler role will cover...

Salary Range: $65,000 USD - $70,000 USD Specific compensation will be based on candidate’s experience, skills, qualifications, commercial considerations, and other job-related factors permitted by law. At Russell Investments, salary is just one part of our compensation package. Our total rewards approach includes participation in our competitive benefits programs including healthcare, retirement, vacation, and wellbeing programs. In addition, the successful candidate for this role has the ability to earn sales incentives based on activity, revenue, cashflow generation, or other performance criteria. Job Description: The primary purpose of the Associate Regional Director is to work effectively with our intermediary advisors to acquire, develop and retain assets for Russell Investments. Through many relationships across a broad group of distribution partners, the Associate Regional Director assists financial professionals in the positioning of...

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 $75 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: (Wholesaler Texas Region) 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, managing a multi-state region. We anticipate that the incumbent will possess in-depth investment and market knowledge, product presentation skills, analytical abilities and advanced selling skills....

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 $85 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: (Wholesaler Texas Region) 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, managing a multi-state region. We anticipate that the incumbent will possess in-depth investment and market knowledge, product presentation skills, analytical abilities and advanced selling skills....

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 $85 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: (Wholesaler Texas Region) 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, managing a multi-state region. We anticipate that the incumbent will possess in-depth investment and market knowledge, product presentation skills, analytical abilities and advanced selling skills....

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 $75 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: Great Lakes Region 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, managing a multi-state region. We anticipate that the incumbent will possess in-depth investment and market knowledge, product presentation skills, analytical abilities and advanced selling skills.   Essential...

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 we are Corebridge Financial helps people make some of the most important decisions they’re...

We’re looking for an enthusiastic, motivated, and relationship‑driven Internal Wholesaler to join our distribution team. If you love connecting with advisors, enjoy a fast‑paced sales environment, and get energized by turning conversations into results, this role is for you. You’ll support growth within an assigned territory, partner closely with your Regional Vice President, and play a key role in amplifying our value proposition to financial professionals. The ideal candidate is proactive, organized, and confident managing a high‑volume desk while still delivering a great experience to every advisor they support. The position offers a sales based incentive with base salary and opportunities for performance bonuses in the all in target compensation range of $110,000 to $115,000, plus benefits. Key Responsibilities   Identify, develop, and maintain relationships with firms and advisors within an assigned territory. Share the organization’s value proposition and...

What You'll Do: This role works in partnership with an assigned external wholesaler to generate and manage pipeline, close sales, and develop mutually profitable advisor relationships with business insurance solutions (Life and Disability focus).   Here are few examples of the kinds of things you’ll do: - Grow sales in an assigned segment of advisors/brokers by leading or participating in virtual presentations and/or phone engagement - Design and implement marketing and sales initiatives/campaigns via virtual presentations, phone engagement, and email - Support in daily sales initiatives and territory management - Direct preparation of proposals and other sales materials, providing expertise on products, concepts, illustrations, and service issues   *Incentive component in addition to salary listed.   Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take...

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...

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...

About this role Business Description BlackRock’s US Wealth Advisory business manages the firm's relationships with US retail investors and financial advisors. Representing a full suite of strategies from iShares ETFs, Alternatives, Mutual Funds to SMAs and sub-advisory relationships USWAs mandate is to deliver One BlackRock to third-party intermediaries like RIAs and Financial Advisors from Wirehouse, Regional and Independent Broker Dealers. Role Description Due to our continued phenomenal growth, we are actively seeking client-facing sales professionals with strong passion for engaging with Financial Advisors to identify, develop, partner on and own client relationships. Market Sales Partner (Internal Wholesaler): This role partners with our Market Leader/External Wholesaler to build relationships with clients in an assigned territory and drive sales through multiple channels, including RIAs, Wirehouses and Independent Broker Dealers. The Market Sales...

About Us:We’re a fast-growing, privately held insurance company on a path to becoming a leading U.S. retail platform. We believe every client and customer relationship holds the potential to become something great and the same is true for our people. As we grow, we’re redefining how great talent connects with meaningful work, enabling our ambitious strategy while building a culture of high performance, creativity, and partnership. If bringing people together through well-executed events, partnering closely with sales and marketing leaders, and delivering high-impact experiences that support a growing life insurance and annuities business excites you, this role offers the opportunity to make a meaningful impact. About the Role:We’re looking for an Internal Regional Wholesaler responsible for driving annuity sales growth within an assigned geographic territory by developing and expanding relationships with financial professionals, agencies, and distribution partners. This role...

Job Summary The Internal Wholesaler, Life Distribution, is responsible for providing best-in-class phone and web-based support for agents and IMO marketers related to case design, product questions, competitive positioning, illustration software training and more. In addition, the Internal Wholesaler, Life Distribution will deliver outbound call and email campaigns as needed to promote F&G Life products and programs to drive Life sales objectives. Organization This position will report to the Supervisor, Internal Sales, Life Distribution and will work in conjunction with other Life Distribution Internal Wholesalers as well as partnering to support National Account Managers and National Account VPs. Duties and Responsibilities Efficiently manage high-volume inbound phone and email inquiries, providing quality sales support to agents and marketers Initiate proactive sales initiatives in coordination with Life Sales objectives Demonstrate thorough, in-depth...

  Why work for us?   A career at Janus Henderson is more than a job, it’s about investing in a brighter future together .    Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. We will do this by protecting and growing our core business, amplifying our strengths and diversifying where we have the right.   Our Values are key to driving our success, and are at the heart of everything we do:   Clients Come First - Always | Execution Supersedes Intention | Together We Win | Diversity Improves Results | Truth Builds Trust   If our mission, values, and purpose align with your own, we would love to hear from you!   Your opportunity Sell company products for larger or more complex accounts through one or more assigned intermediaries Be assigned primary or joint account management responsibilities...

Drive Life Insurance sales and overall growth at John Hancock. While driving sales in a defined territory within the United States by partnering with a John Hancock External Wholesaler that is responsible for sales in the region.   John Hancock is seeking a motivated and enthusiastic candidate for the role of  LifeCare Internal Wholesaler.  The role is important to John Hancock’s strategy and will provide a great opportunity for the successful individuals.  As an LifeCare Internal Wholesaler, you will help grow revenue within a defined territory by cultivating relationships with financial advisors and sharing the John Hancock goal of customers living Longer, Healthier and Better lives. The position offers a sales based incentive with base salary and opportunities for performance bonuses in the all in target compensation range of $110,000 to $115,000, plus benefits.   Position Responsibilities: Identify, develop and maintain relationships with firms and...