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46 wealth sales director jobs found

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wealth sales director
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SL
Jun 18, 2025
Wealth Sales Director - External Wholesaler - Montreal downtown and south shore area
Sun Life Assurance Company of Canada USA
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...
SL
Jun 16, 2025
Wealth Sales Director - External Wholesaler - Montreal downtown and south shore area
Sun Life Assurance Company of Canada USA
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...
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....
AC
Jun 10, 2025
Internal Wholesaler - Market Sales Partner
American Century Investment Services Kansas City, MO, USA
Our Firm 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 relationships...
Ja
Jun 10, 2025
Mutual Fund Internal Wholesaler (75316)
Jobs at BOK Financial
Req ID:   75316   Location:   Dallas -DAL, Albuquerque -ALBQ, Denver -DEN, Fort Worth -FTWT, Houston -HOUS, Oklahoma City -OKC, Overland Park -OVPK, Phoenix -PHOE, Scottsdale -SCOTT, Tulsa -TUL   Areas of Interest:  Sales   Pay Transparency Salary Range:   $80,000 + incentive   Application Deadline:   05/30/2025 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®. Bonus Type Formula Based Summary BOK Financial has a growing portfolio of services and clients, offers investment solutions for businesses, individuals, and institutions. The company is seeking a passionate wealth management professional to distribute...
BA
May 27, 2025
RIA Regional Consultant (Internal Wholesaler)
Brookfield Asset Management New York, NY, USA
Location Brookfield Place New York - 225 Liberty Street, Suite 3501 Business - Brookfield Oaktree Wealth Solutions Brookfield Asset Management, a leading global alternative asset manager, has an exemplary 100+ year history of owning and operating real assets and related businesses. In 2019, Brookfield acquired a majority interest in Oaktree Capital, a leader among global investment managers specializing in credit and other alternative investments. Together, Brookfield and Oaktree share a long-term, value-driven, contrarian investment style, focusing on sectors in which their in-depth operating experience and market knowledge provide a competitive advantage.   Brookfield Oaktree Wealth Solutions is a dedicated business delivering the unparalleled alternative investment expertise of Brookfield and Oaktree to private wealth investors, in partnership with their financial advisors. The business unit is dedicated to effectively supporting the financial intermediary...
BA
May 27, 2025
Alternative Investment Regional Director (External Wholesaler), Independent Broker Dealer (IBD) - East
Brookfield Asset Management New York, NY, USA
Location Brookfield Place New York - 225 Liberty Street, Suite 3501 Business - Brookfield Oaktree Wealth Solutions Brookfield Asset Management, a leading global alternative asset manager, has an exemplary 100+ year history of owning and operating real assets and related businesses. In 2019, Brookfield acquired a majority interest in Oaktree Capital, a leader among global investment managers specializing in credit and other alternative investments. Together, Brookfield and Oaktree share a long-term, value-driven, contrarian investment style, focusing on sectors in which their in-depth operating experience and market knowledge provide a competitive advantage.   Brookfield Oaktree Wealth Solutions is a dedicated business delivering the unparalleled alternative investment expertise of Brookfield and Oaktree to private wealth investors, in partnership with their financial advisors. The business unit is dedicated to effectively supporting the financial intermediary...
BA
May 27, 2025
Alternative Investment Regional Director (External Wholesaler), Independent Broker Dealer (IBD) - Midwest
Brookfield Asset Management Chicago, IL, USA
Location US IL - Chicago Business - Brookfield Oaktree Wealth Solutions Brookfield Asset Management, a leading global alternative asset manager, has an exemplary 100+ year history of owning and operating real assets and related businesses. In 2019, Brookfield acquired a majority interest in Oaktree Capital, a leader among global investment managers specializing in credit and other alternative investments. Together, Brookfield and Oaktree share a long-term, value-driven, contrarian investment style, focusing on sectors in which their in-depth operating experience and market knowledge provide a competitive advantage.   Brookfield Oaktree Wealth Solutions is a dedicated business delivering the unparalleled alternative investment expertise of Brookfield and Oaktree to private wealth investors, in partnership with their financial advisors. The business unit is dedicated to effectively supporting the financial intermediary community and bringing timely & unique...
AC
Feb 27, 2025
Avantis ICSG Specialist - Internal Wholesaler
American Century Investment Services Kansas City, MO, USA
American Century Investments® is a leading global asset manager focused on delivering investment results and building long-term client relationships while supporting research that can improve human health and save lives. Founded in 1958, the firm’s 1,400 employees serve financial professionals, institutions, corporations and individual investors, offering a wide range of investment strategies across a variety of investment fields. We are committed to providing institutional-quality, actively handled solutions with a performance-centered approach. Our expertise spans global growth equity, global value equity, focused equity, multi-asset strategies, global fixed income, alternatives and ETFs. Privately controlled and independent, we focus solely on investment management. This empowers us to align our decisions with client expectations and concentrate on their long-term money management needs. Our culture of winning behaviors exemplifies our dedication to clients every...
Allianz Life Insurance Company
Jun 19, 2025
Full time
Employer Markets Wholesaler Senior - Northeast | Remote
$112,500 - $125,000 yearly
Allianz Life Insurance Company Minneapolis, MN, USA
Employer Markets Wholesaler Senior - Northeast | Remote At Allianz Life, we are driven by our mission – we secure your future – and by our common goal of caring for tomorrow. We care for our employees by promoting an inclusive culture where everyone has the opportunity to grow and be rewarded for their success. We care for our customers by creating new products that help them protect their families and pursue their retirement goals. We care for our community by giving time, resources, and donations. In addition, we care for the future by supporting sustainability, protecting the local environment, and promoting societal equity. The position of ERISA Advisory/Defined Contribution Retirement Consultant is to increase sales of Allianz Employer Markets in-plan annuity products within the respective named territory. Selling Allianz's Lifetime Income + product will be effected through direct contact (in person, phone and video conferencing) with Independent ERISA Advisory financial...
Allianz Life Insurance Company
Jun 18, 2025
Full time
ETF Wholesaler Senior - S. CA & Hawaii | Remote
$81,000 - $90,000 yearly
Allianz Life Insurance Company Minneapolis, MN, USA
ETF Wholesaler Senior - S. CA & Hawaii | Remote At Allianz Life, we are driven by our mission – we secure your future – and by our common goal of caring for tomorrow. We care for our employees by promoting an inclusive culture where everyone has the opportunity to grow and be rewarded for their success. We care for our customers by creating new products that help them protect their families and pursue their retirement goals. We care for our community by giving time, resources, and donations. And we care for the future by supporting sustainability, protecting the local environment, and promoting societal equity. What you do: The position of an ETF Regional VP is to increase sales of Allianz Investment Management (IM) ETF products within the territory through direct contact (in person, phone and video conferencing) with financial professionals. This will be accomplished by building relationships with "non-producing" Allianz financial professionals to utilize our ETF products...
Allianz Life Insurance Company
Jun 18, 2025
Full time
ETF Wholesaler Senior - N. CA/WA/OR/AK | Remote
$81,000 - $90,000 yearly
Allianz Life Insurance Company Minneapolis, MN, USA
ETF Wholesaler Senior - N. CA/WA/OR/AK | Remote At Allianz Life, we are driven by our mission – we secure your future – and by our common goal of caring for tomorrow. We care for our employees by promoting an inclusive culture where everyone has the opportunity to grow and be rewarded for their success. We care for our customers by creating new products that help them protect their families and pursue their retirement goals. We care for our community by giving time, resources, and donations. And we care for the future by supporting sustainability, protecting the local environment, and promoting societal equity. What you do: The position of an ETF Regional VP is to increase sales of Allianz Investment Management (IM) ETF products within the territory through direct contact (in person, phone and video conferencing) with financial professionals. This will be accomplished by building relationships with "non-producing" Allianz financial professionals to utilize our ETF products and...
LF
Jun 18, 2025
External Wholesaler - Retirement Plans
Lincoln Financial
Alternate Locations: Nashville, TN (Tennessee)     Work Arrangement: Remote : Work at home employee   Relocation assistance:   is not available for this opportunity.   Requisition #:  74279   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 AL and TN. 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 profitable sales and Lincoln's product breath growth. Collaborates with...
PI
Jun 18, 2025
IMO Internal Sales Lead - Hybrid Wholesaler
Prudential Ins Co of America Dresher, PA, USA
Job Classification: Sales - Sales Prudential Annuities is currently seeking a highly motivated sales professional to join its expanding IMO distribution sales organization. The ideal candidate is a person who thrives in a vibrant, changing environment, possesses an entrepreneurial mentality, and has a desire to help real people solve real-life problems and achieve their financial goals. As IMO Internal Sales Lead, you will be responsible for increasing revenue by creating and managing relationships with financial professionals, independent insurance agents, and IMO Marketers to help them grow their business while promoting Prudential’s Fixed Indexed Annuities solutions. This role will be responsible for cultivating new IMO relationships, product education, advisor, and client profiling, as well as other related sales activities. In this role, you will: Become the go-to sales associate for providing expert insight and product information to your network of IMO...
Al
Jun 16, 2025
ETF Wholesaler Senior - N. CA/WA/OR/AK | Remote
Allianz Remote
At Allianz Life, we are driven by our mission – we secure your future – and by our common goal of caring for tomorrow. We care for our employees by promoting an inclusive culture where everyone has the opportunity to grow and be rewarded for their success. We care for our customers by creating new products that help them protect their families and pursue their retirement goals. We care for our community by giving time, resources, and donations. And we care for the future by supporting sustainability, protecting the local environment, and promoting societal equity.  What you do: The position of an ETF Regional VP is to increase sales of Allianz Investment Management (IM) ETF products within the territory through direct contact (in person, phone and video conferencing) with financial professionals. This will be accomplished by building relationships with "non-producing" Allianz financial professionals to utilize our ETF products and through increasing existing Allianz ETF...
Al
Jun 16, 2025
ETF Wholesaler Senior - S. CA & Hawaii | Remote
Allianz Remote
At Allianz Life, we are driven by our mission – we secure your future – and by our common goal of caring for tomorrow. We care for our employees by promoting an inclusive culture where everyone has the opportunity to grow and be rewarded for their success. We care for our customers by creating new products that help them protect their families and pursue their retirement goals. We care for our community by giving time, resources, and donations. And we care for the future by supporting sustainability, protecting the local environment, and promoting societal equity.    What you do: The position of an ETF Regional VP is to increase sales of Allianz Investment Management (IM) ETF products within the territory through direct contact (in person, phone and video conferencing) with financial professionals. This will be accomplished by building relationships with "non-producing" Allianz financial professionals to utilize our ETF products and through increasing existing Allianz...
Al
Jun 16, 2025
ETF Wholesaler Senior - S. CA & Hawaii | Remote
Allianz Remote
At Allianz Life, we are driven by our mission – we secure your future – and by our common goal of caring for tomorrow. We care for our employees by promoting an inclusive culture where everyone has the opportunity to grow and be rewarded for their success. We care for our customers by creating new products that help them protect their families and pursue their retirement goals. We care for our community by giving time, resources, and donations. And we care for the future by supporting sustainability, protecting the local environment, and promoting societal equity.    What you do: The position of an ETF Regional VP is to increase sales of Allianz Investment Management (IM) ETF products within the territory through direct contact (in person, phone and video conferencing) with financial professionals. This will be accomplished by building relationships with "non-producing" Allianz financial professionals to utilize our ETF products and through increasing existing Allianz...
Al
Jun 16, 2025
ETF Wholesaler Senior - N. CA/WA/OR/AK | Remote
Allianz Remote
At Allianz Life, we are driven by our mission – we secure your future – and by our common goal of caring for tomorrow. We care for our employees by promoting an inclusive culture where everyone has the opportunity to grow and be rewarded for their success. We care for our customers by creating new products that help them protect their families and pursue their retirement goals. We care for our community by giving time, resources, and donations. And we care for the future by supporting sustainability, protecting the local environment, and promoting societal equity.  What you do: The position of an ETF Regional VP is to increase sales of Allianz Investment Management (IM) ETF products within the territory through direct contact (in person, phone and video conferencing) with financial professionals. This will be accomplished by building relationships with "non-producing" Allianz financial professionals to utilize our ETF products and through increasing existing Allianz ETF...
Penn Mutual
Jun 15, 2025
Internal Wholesaler - Life Insurance
Penn Mutual Remote (USA)
Job Description: The Internal Wholesaler (Internal Marketing Representative -"IMR") is responsible for contributing to sales through financial professional recruiting, telemarketing, and providing product, illustration, marketing and sales support. The IMR will proactively work to create new as well as manage existing relationships with financial professionals in their region to achieve recruiting and sales goals. This internal wholesaler will work in partnership with the field sales team (to include Regional Directors, Regional Marketing Directors, or Regional Marketing Specialists as assigned). The IMR must develop and maintain a thorough familiarity with all aspects of the assigned regions to include, but not limited to, understanding of the business practices of key producers, overview of Focus Firms, geographic locations of financial professionals, and knowledge of the regional sales style needed to locally market life insurance or annuity products. This position...
OC
Jun 15, 2025
Commercial Manager – Wholesalers & Pharmacy Chains Czech & Slovakia
Organon Czech Republic USA
Job Description The Position The Commercial Manager lays the foundation for a long-term collaboration and in a short-term perspective an innovative activity contracting and execution with commercial key accounts (distributors, pharmacy chains, other commercial stakeholders). The Commercial Manager is an entrepreneur who builds partnerships with key decision makers and maintains productive relationships with key administrative and key decisional stakeholders at the account level (distributors & pharmacy chains) The Commercial Manager covers the full Organon portfolio in a selected number of key accounts and is responsible for the business result of the assigned accounts in his/her sales & geographical area. The Commercial Manager ensures value proposition of Organon products and negotiates activity plans with the customers. The Commercial Managers gives inputs to the commercial offers and execute the correct utilization of the offered conditions. The...
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