39 wealth sales director jobs found

About Us American Century Investments® is a leading global asset manager with over 65 years of experience helping a broad base of clients achieve their financial goals. Our expertise spans global equities and fixed income, multi-asset strategies, ETFs, and private investments.    Privately controlled and independent, we focus solely on investment management. But there’s an unexpected side to us, too. We direct over 40% of our profits every year—more than $2 billion since 2000—to the Stowers Institute for Medical Research. Our ongoing financial support drives the Institute’s breakthrough work and mission of defeating life-threatening diseases like cancer and Alzheimer’s. So, the better we do for our clients, the more we can do for everyone.   All 1,400 of us across the globe are inspired every day by the unique difference our hard work can make in so many lives. It shows in the curiosity we bring to every initiative, the deep...

About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About the Role We are seeking a talented, driven individual to fill a Wealth Management, Alternatives distribution role in the Texas region. This sales professional will be responsible for generating investment/alternatives sales to financial advisors across wire houses, independent and regional broker dealer and other large wealth platforms. The primary focus will be marketing Wellington’s public and private investment...

Job Description: As a Regional Director (wholesaler), primarily responsible for supporting and driving sales through Broker Dealer Intermediaries and Registered Investment Advisors in an assigned geographic territory. This role works daily to help provide valuable market insight, portfolio construction guidance and investment product solutions to financial advisors and their firms. Responsible for making in-person sales calls, partnering with internal partners and specialist teams to drive new business, retain assets and grow market share. The Role We have an exciting sales opportunity in Southeast Florida working with Financial Advisors and Registered Investment Advisors to drive the distribution of Fidelity products, tools, and resources! We seek someone who thrives in a collaborative, driven environment, is passionate about the business and building client relationships, and has a strong sales background. This role provides the opportunity to work with encouraging...

Work Location: Montréal, Quebec, Canada Hours: 37.5 Line of Business: TD Wealth Pay Details: 90 000 $/$90,000 - 110 000 $/$110,000 CAD This role is eligible for a discretionary variable compensation award that considers business and individual performance. TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role....

About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About the Role We are seeking a talented, driven individual to fill a Wealth Management, Alternatives distribution role in the West Coast region. This sales professional will be responsible for generating investment/alternatives sales to financial advisors across wire houses, independent and regional broker dealer and other large wealth platforms. The primary focus will be marketing Wellington’s public and private...

About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About the Role We are seeking a talented, driven individual to fill a Wealth Management, Alternatives distribution role in the Texas region. This sales professional will be responsible for generating investment/alternatives sales to financial advisors across wire houses, independent and regional broker dealer and other large wealth platforms. The primary focus will be marketing Wellington’s public and private...

About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About the Role We are seeking a talented, driven individual to fill a Wealth Management, Alternatives distribution role in the West Coast region. This sales professional will be responsible for generating investment/alternatives sales to financial advisors across wire houses, independent and regional broker dealer and other large wealth platforms. The primary focus will be marketing Wellington’s public and private...

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. 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, Research Analysts, Financial Advisors and Consultants. Firms will consist of Independent RIA’s, Independent Trust Companies, Family Offices, small-mid size Endowments /...

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...

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. 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, Research Analysts, Financial Advisors and Consultants. Firms will consist of Independent RIA’s, Independent Trust Companies, Family Offices, small-mid size Endowments /...

  At Equitable, our power is in our people.   We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential?   Equitable is looking for a Regional Vice President (Hybrid Wholesaler) to join our Individual Retirement team in the RIA channel. This RVP will be responsible for driving growth of Annuity Sales in their assigned region.   You will work remotely with up to 40% travel as needed.   Key Job Responsibilities ·         Develop and manage relationships with existing clients. ·         Penetrate all potential clients within existing clients. ·         Assess clients' needs in order to promote new products. ·         Educate and train clients...

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....

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...

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...

Join Eaton and be a part of our commitment to providing impactful, energy-efficient solutions that shape a sustainable future. At Eaton, we make what matters work, and we're dedicated to fostering a workplace where ethics, inclusion, diversity, and our people are at the forefront.   We are more than just a power management company, we are committed to inclusion, diversity, and sustainability. You will be part of a global team committed to delivering on our brand promise: "Make what matters work" We pride ourselves on building a culture that reflects our shared goals, beliefs, and attitudes. What you’ll do:   With the support of the direct manager, cooperate closely with the local EWS & IT sales team and targeted xxx partners to develop and execute annual channel marketing plans (MDF) that support sales objectives and drive EWS and IT partner engagement. With the support of the direct manager, develop a cohesive contact data strategy to enable segmentation...

Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This role will work out of our Houston, TX location. #LI-COLE Job Description Summary Are you passionate about cultivating effective relationships to drive sales growth? If you love a highly visible position where you can influence results through relationship-building and activation expertise, we want to know more about you! As a Wholesaler, you’ll be responsible for recruiting, training, educating, motivating, and maintaining national and regional broker partners to sell, service and conserve business to ensure profitable growth and to meet sales...

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 ever...

Alternate Locations: Los Angeles, CA (California)     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 #:  74783   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 Los Angeles. 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 firms to achieve...

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. 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, Research Analysts, Financial Advisors and Consultants. Firms will consist of Independent RIA’s, Independent Trust Companies, Family Offices, small-mid size Endowments / Foundations....

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. 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, Research Analysts, Financial Advisors and Consultants. Firms will consist of Independent RIA’s, Independent Trust Companies, Family Offices, small-mid size Endowments / Foundations....