35 hybrid wholesaler jobs found

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....

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....

Group 1001   is a consumer-centric, technology-driven family of insurance companies on a mission to deliver outstanding value and operational performance by combining financial strength and stability with deep insurance expertise and a can-do culture. Group1001’s culture emphasizes the importance of collaboration, communication, core business focus, risk management, and striving for outcomes. This goal extends to how we hire and onboard our most valuable assets – our employees. Why This Role Matters:    The Hybrid Wholesaler   is designed to help drive sales growth of Delaware Life annuity products and services; drive key strategic sales initiatives and collaborate with the Delaware Life National Sales Consulting team to develop and deliver field plans and activities contributing to sales growth.    At   it’s   core, t his role   i s   responsible for   developing new business opportunities and fostering existing relationships through   live   meetings...

Job Description Summary The Hybrid Wholesaler supports the growth of the One Insurance Solution platform by combining inside sales responsibilities with external advisor engagement. This role partners closely with senior Consultants and field leaders to drive insurance adoption, deepen advisor relationships, and deliver comprehensive sales support both virtually and in-person. Job Description Supports the One Insurance Solution Team by driving sales efforts, cultivating advisor relationships, and delivering consultative insurance solutions. Acts as a bridge between internal sales support and external field engagement, contributing to territory growth and advisor development. Essential Duties and Responsibilities Partner with senior Consultants to develop and execute territory-level sales strategies. Proactively engage financial advisors via phone, email, and in-person meetings to promote insurance solutions. Travel within assigned territory (25–50%) to...

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...

Regional Business Development Manager (Internal/Hybrid Wholesaler) - Advisor Channel Sales Location: Montreal Level: Mid Employment Type: Full-time Industry: Financial Services Functions: Business development, Investor relations   About Nymbus Capital Nymbus Capital is a Montreal-based systematic investment firm specializing in fixed income and managed futures solutions. We stand out as the only systematic and AI-centric bond manager in Canada. Nymbus employs an experienced team of portfolio managers, scientists, researchers and engineers to provide institutions, family offices, and financial advisors with access to truly differentiated investment solutions. We’ve become known as “the nerds of the street” and proudly wear that tag . Since our founding, we’ve grown to manage over $1.9 billion in assets—an achievement driven by consistent top-percentile performance in all three asset classes in which we operate . Nymbus is among the fastest growing...

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: Florida 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 Job...

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: Texas 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 Job Functions...

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 $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...

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: 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...

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: Chicago 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 Job...

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. At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful. When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives. Discover how you can make a difference in the...

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. At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful. When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives. Discover how you can make a difference in the...

Internal Wholesaler About the role As an Senior Internal Wholesaler at Vanguard, you’ll help financial advisors understand how our investment solutions can support their clients’ long‑term goals. You will play a key role in growing a defined territory, partnering closely with an External Sales Executive to deepen advisor relationships and drive new business. Your work directly supports Vanguard’s mission to give investors the best chance for investment success through clarity, partnership, and a client‑first mindset. What you’ll do Partner with an External Sales Executive to grow business and strengthen advisor relationships within an assigned territory. Engage proactively with financial advisors through phone, web meetings, and email to understand their needs and present Vanguard solutions. Lead consultative sales conversations that align with advisor goals, investment approaches, and client priorities. Coordinate follow‑up actions across sales executives...

Experience GuideStone! We are an innovative organization that invests in the spiritual, relational, financial, physical and professional development of our employees. We have a culture that values excellence, teamwork, humility, integrity, compassion and stewardship. What We Offer You! We offer employees a generous benefits package, flexible work schedules, the opportunity to be involved in community outreach and tuition reimbursement. GuideStone Funds Internal Wholesaler works to develop business for the GuideStone Funds through the Advisory and Institutional channels. The Internal Wholesaler builds RIA and private wealth advisor relationships though a consultative sales process. Working in partnership with these advisors, the Sales Consultant strives to position GuideStone Funds’ array of mutual funds within clients’ investment portfolios. We serve those that serve the Lord with the integrity of our hearts and the skillfulness of our hands. (Psalm...

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose:   This position is responsible for the successful execution of account and territory strategies for assigned broker dealers distributing TruStage Annuities. This includes acquisition, optimization and retention of business. Provide strategic support to wholesalers to enhance their efforts of F2F product distribution through affiliated representatives and external...

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...

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...