84 regional wholesaler jobs found

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This RVP role will cover the territory of Northern California to include Fresno and all of Nevada for our Corporate/Private Sector clients. Living within the NorCal territory is strongly preferred. This is an H.99 band role. #LI-COLE Job Description Summary Do you enjoy connecting with people to promote products that can improve the financial wellbeing of customers? If you can form lasting relationships, solve challenges with outstanding service and develop and share expertise about...

Business Description NCFA’s US Independent Wealth Advisory business manages the firm’s relationships with US retail investors and financial advisors.  Representing a full suite of strategies – from SDBA, non-proprietary ETFs and mutual funds to SMAs and sub-advisory relationships – USIWA’s mandate is to deliver NCFA & Cyborg-Advisors to advisors, retail, business owners and institutions.   Role Description NCFA Leaders in US Independent Wealth Advisory are responsible for accelerating the growth of NCFA & Cyborg-Advisors. They will deliver deep ETF expertise to advisors, collaborating with other sales professionals to develop advisor relationships and drive NCFA & Cyborg-Advisors results within a given channel and geography. The scope of their role will include 3 core elements: (1) Promote our On-Plan Money Management program to RIAs & Independent Planners, (2) Promote Cyborg-Advisors RIAs & Independent Planners (3) Broadly educate advisors...

Assurity is looking for enthusiastic, driven and collaborative people to join our team. We’re a company of vibrant and passionate people who work every day to advance our mission of helping people through difficult times – and who truly want to make a difference. As a Certified B Corporation, we have a verified commitment to our people, community and planet, and we work every day to make the world a better place.  Ample opportunities for growth, a thriving culture and coworkers who care as much as you do are just the beginning. Come work with purpose. Learn more:  www.assurity.com/careers     ESSENTIAL FUNCTIONS 35% Provides internal sales support to assigned region and Regional Vice Presidents, which includes: Provides Assurity product and process training virtually for distribution; Providing product knowledge and sales ideas via phone; Handling and prioritizing incoming calls and emails with efficient and effective time management; Providing...

Location Brookfield Place New York - 225 Liberty Street, Suite 3501 Business - Private Wealth Brookfield is one of the world's largest alternative asset managers, with a 100+ year heritage of owning and operating assets and businesses that from the backbone of the global economy. Through its broad platform, the firm offers investment strategies across real estate, infrastructure, renewable power and transition, private equity, and credit. Brookfield's private wealth team extends these capabilities to intermediaries worldwide, partnering with financial advisors to provide institutional-quality investment opportunities and differentiated insights that support long-term objectives. Brookfield Culture Brookfield has a unique and dynamic culture.  We seek team members who have a long-term focus and whose values align with our Attributes of a Brookfield Leader:  Entrepreneurial, Collaborative and Disciplined.  Brookfield is committed to the development of our...

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...

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 Team: The Retail Sales Department is responsible for servicing our clients by providing value-add solutions and an exceptional client experience. The team values innovation, leadership and personal commitment. Our...

Role Overview The Hybrid Wholesaler will be responsible for developing new business and supporting existing relationships with financial intermediaries. This individual will execute a high-velocity outreach strategy through outbound calls, digital meetings, email campaigns, and coordinated activity with the team. You will play a pivotal role in building regional momentum, driving inflows, and educating the market on company's differentiated ETF lineup. Key Responsibilities: Business Development & Outreach Proactively engage financial advisors through outbound calls, video meetings, email sequences, and social/digital channels. Build and manage a robust regional pipeline of RIAs and intermediary targets. Schedule and lead product-focused meetings, virtual lunch-and-learns, and follow-up consultations. Deliver a consistent cadence of outreach that meets or exceeds activity expectations. Advisor Education & Sales Support Present company's ETF...

What You Will Bring Required Qualifications: Bachelor's degree FINRA Series 6 and 63 registrations active upon hire FINRA Series 7 registration active, or ability to obtain within 120 days of hire Knowledge of Mutual Funds and Investment products - previous direct sales experience. Demonstrated written, verbal, and interpersonal communication skills with the ability to build trusted relationships, deliver effective presentations, and communicate complex investment concepts clearly. Proven organization skills balancing between computer, mobile device and other equipment. Willingness to travel 75%. Must be located within the territory. Preferred Qualifications: Experience in local area market CIMA, CFP, CFA or equivalent designations Skills Client Relationship Management \: Knowledge of client relationship; ability to address issues critical issues to meet client needs and maintain engaged, partnering...

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...

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 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 Team: The Retail Sales Department is responsible for servicing our clients by providing value-add solutions and an exceptional client experience. The team values innovation, leadership and personal commitment. Our...

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...

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...

Who You'll Work With: The Client Group has a presence in the Americas, Europe, Asia and Australia, and is composed of four main areas: Sales & Client Services works with financial intermediaries and institutions to offer diversified investment solutions that help clients build and preserve their wealth Business Development is a conduit to the firm’s investment teams and supports our clients and internal business partners through investment-platform and product content, messaging, competitive analysis and education Product Strategy & Development designs, develops and manages the firm’s global lineup of investment services and considers clients’ evolving needs to identify new opportunities Marketing promotes the firm and its services by creating, packaging and distributing content and messaging to engage diverse audiences through digital platforms and initiatives, strategic campaigns, and events. The Strategic Sales & Service department is...

At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together. We leverage cutting edge strategies and deep insights to unlock opportunities for long term wealth creation. Our talented, global teams bring expertise that is both broad and unique. From our welcoming, inclusive, and supportive culture to our globally diverse business, we offer opportunities not only to help you reach your potential, but also to contribute to our clients’ success. About the Department Franklin Templeton is seeking a VP Regional Sales (External Wholesaler) to join the Retail Sales team. This team is at the forefront of connecting advisors and their clients with the full breadth of our global investment capabilities. Spanning traditional asset management, alternatives, and wealth solutions, our platform gives sales...

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 Team: The Retail Sales Department is responsible for servicing our clients by providing value-add solutions and an exceptional client experience. The team values innovation, leadership and personal commitment. Our...

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: 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 $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 $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...