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62 wealth sales director jobs found

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Sun Life
Jul 25, 2026
Wealth Sales Director (External Wholesaler) – Vancouver / Vancouver Island
Sun Life British Columbia
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...
Sun Life
Jul 11, 2026
Wealth Sales Director (Wholesaler)
Sun Life United States
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...
Sun Life
Jun 25, 2026
Wealth Sales Director (Wholesaler)
Sun Life United States
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...
MS
Jul 22, 2026
Executive Director & External Wholesaler, Wirehouse Channel - Greater Houston
Morgan Stanley Houston, TX
Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in 24 countries, and a total of $1.8 trillion in assets under management as of September 30, 2025. MSIM strives to provide outstanding long-term investment performance, service, and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations, and individuals worldwide. For further information about Morgan Stanley Investment Management, please visit  www.morganstanley.com/im . The Eaton Vance Distribution Team provides a unique opportunity to represent MSIM in tax, direct indexing, alternatives, education, and leadership in concentrated wealth. The team is seeking a high-performing and highly motivated External Wholesaler to drive growth in gross and net sales for our broad suite of investment products,...
AL
Jul 14, 2026
Life Insurance Wholesaler
AmeriLife Remote (CA)
Our Company Explore how you can contribute at AmeriLife. For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement. Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry. Job Summary This position is with TruChoice Financial Group, an affiliate of AmeriLife. TruChoice is a growth-focused insurance distribution organization known for its entrepreneurial culture, strong advisor relationships, and commitment to helping independent agents and financial professionals grow their businesses. TruChoice provides consultative sales support, advanced planning expertise, and innovative business-building platforms across life insurance, annuities, and wealth solutions. Our team combines a high-performance mindset with a collaborative culture...
Golub Capital
Jul 14, 2026
Senior Associate (or Associate), Internal Wholesaler
Golub Capital NY
Position Information Hiring Manager: Director Department: Private Wealth Americas Department Overview The Private Wealth Americas (“PWA”) Team is a component of the Investor Partners Group (“IPG”) that is responsible for the equity and debt fundraising activities of the Firm. PWA focuses on delivering compelling investment solutions and gold-standard client service to the private wealth market via wirehouses, regional broker-dealers, private banks, registered investment advisors and other intermediaries. PWA oversees sales and marketing, business development, relationship management and business operations specific to the private wealth channel in North and South America. The team collaborates closely with other departments to develop and execute fundraising and client service initiatives in line with the Firm’s objectives. Position Responsibilities The candidate will work closely with PWA’s external sales team to support the distribution of Golub Capital’s...
AI
Jul 13, 2026
Avantis Internal Wholesaler
Avantis Investors Los Angeles, CA
About Us Avantis Investors, part of American Century Investments, is focused on helping clients achieve their investment goals through the delivery of broadly diversified, low cost, efficient investment strategies. All our investment strategies are managed under a consistent investment philosophy based on financial science and use information in market prices and company financials to identify differences in expected returns among securities. Role Summary The ICSG Team includes Specialists that drive sales with financial intermediary clients in the Wealth Management or Retirement space. The ICSG Avantis Specialist is focused on building relationships with Wealth Management clients who are using or have the potential to use the Avantis ETF and/or Mutual Fund solutions. The primary responsibility of the ICSG Avantis Specialist is to partner with Avantis Relationship Director (s) within a geographical territory to generate sales opportunities in Avantis products by...
WM
May 23, 2026
Regional Director - Wealth (Wholesaler)
Wellington Management San Francisco, CA
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...
WM
May 11, 2026
Regional Director - Wealth (Wholesaler)
Wellington Management San Francisco, CA
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...
AL
Apr 22, 2026
Life Insurance Wholesaler
AmeriLife Remote (CA)
Our Company Explore how you can contribute at AmeriLife. For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement. Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry. Job Summary This position is with TruChoice Financial Group, an affiliate of AmeriLife. TruChoice is a growth-focused insurance distribution organization known for its entrepreneurial culture, strong advisor relationships, and commitment to helping independent agents and financial professionals grow their businesses. TruChoice provides consultative sales support, advanced planning expertise, and innovative business-building platforms across life insurance, annuities, and wealth solutions. Our team combines a high-performance mindset with a collaborative culture...
HRC Financial Group
Jul 24, 2026
Full time
Internal Wholesaler
$90,000 - $125,000 yearly
HRC Financial Group New York, NY
HRC Financial Group is seeking an Internal Wholesaler to execute several critical front office sales and marketing functions. We are seeking a candidate who currently resides or is willing to relocate to the NYC Metro area. HRC requires team members to operate both independently, with little oversight, as well as in a collaborative, team-based environment. Primary responsibilities of internal wholesalers include but are not limited to: · Develop a deep understanding of our investment strategies · Profile financial advisors and how to help them increase their business · Speak with advisors directly and proactively establish rapport to create interest in product to schedule meetings for Regional Sales Directors for sales presentations · Maintain constant and open communication with Regional Sales Directors by using sales contact database and by recording activity on all calls · Deliver sales literature to effectively facilitate sales process and enhance advisor...
Protective
Jul 24, 2026
Internal Wholesaler II
Protective Remote (KY)
The work we do has an impact on millions of lives, and you can be a part of it. We help protect our customers against life’s uncertainties. Regardless of where you work within the company, you’ll be helping provide protection and peace of mind when our customers need it most. The Internal Wholesaler II works within the sales organization, partnering with External Wholesaler(s) in geographical sales territories. This individual is responsible for partnering with an External Wholesaler, creating new and managing existing relationships with representatives to increase revenue of Protective products and achieve territory sales goals. This role is primarily focused on servicing representatives through phone and email communication. This position requires an individual that has a strong sales-focused approach with professional communication skills, hard work ethic, and a competitive drive to succeed.    Essential Job Duties & Responsibilities •    Make...
Prudential Financial
Jul 23, 2026
PGIM Global Wealth - External Wholesaler (Wire Channel - Chicago)
Prudential Financial Chicago, IL
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. Coverage will be Chicago with the expectation that the person is based in the region. What you will do The External Wholesaler is responsible for representing all PGIM Global Wealth products and vehicles including Mutual funds, ETF’s, SMA’s, Alternative Investments, CIT’s across retail and retirement platforms to investment professionals in their respective territory. The External Wholesaler is responsible to raising net new assets for the firm and servicing the firms existing client base across Wirehouses, Regional Broker Dealers and RIA Aggregator firms. The...
Pacific Life
Jul 22, 2026
Field Wholesaler - Iowa
Pacific Life IA
Job Description: Job Description Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own.  That’s why we’re actively seeking a talented Field Wholesaler to join Pacific Life's Consumer Markets Division (CMD) to cover the Iowa territory. The Consumer Markets Division leverages its strengths in product development, technology, service, and risk management to create retirement solutions for individuals, families, and...
AIMCOR Group
Jul 21, 2026
External Wholesaler - New England Region
AIMCOR Group Remote
This is a remote position. Location : Remote / Hybrid—Residing within the assigned region or territory. Relocation assistance:  is not available for this opportunity. The Role at a Glance AIMCOR is expanding its dynamic team of external wholesalers to drive the sales of life, long-term care, disability income, and annuity products through its institutional division, AIMCOR Enterprise Insurance Group (EIG). In this role, you will build and grow relationships across the EIG channel with banks, credit unions, wirehouses, national/regional broker-dealers, and independent broker-dealers within in the New England Region. You will possess an entrepreneurial spirit while striving for excellence. You will be responsible for territory production in partnership with an internal wholesaler, drive financial professional penetration rates, and promote product diversity. You will have a strong desire to broaden financial wellness in a learning environment...
AIMCOR Group
Jul 21, 2026
External Wholesaler - Southwest Region
AIMCOR Group Remote
This is a remote position. Location : Remote / Hybrid—Residing within the assigned region or territory. Relocation assistance:  is not available for this opportunity. The Role at a Glance AIMCOR is expanding its dynamic team of external wholesalers to drive the sales of life, long-term care, disability income, and annuity products through its institutional division, AIMCOR Enterprise Insurance Group (EIG). In this role, you will build and grow relationships across the EIG channel with banks, credit unions, wirehouses, national/regional broker-dealers, and independent broker-dealers within in the Southwest Region. You will possess an entrepreneurial spirit while striving for excellence. You will be responsible for territory production in partnership with an internal wholesaler, drive financial professional penetration rates, and promote product diversity. You will have a strong desire to broaden financial wellness in a learning environment while...
AIMCOR Group
Jul 21, 2026
External Wholesaler - Pacific Northwest Region
AIMCOR Group Remote
This is a remote position. Location : Remote / Hybrid—Residing within the assigned region or territory. Relocation assistance:  is not available for this opportunity. The Role at a Glance AIMCOR is expanding its dynamic team of external wholesalers to drive the sales of life, long-term care, disability income, and annuity products through its institutional division, AIMCOR Enterprise Insurance Group (EIG). In this role, you will build and grow relationships across the EIG channel with banks, credit unions, wirehouses, national/regional broker-dealers, and independent broker-dealers within in the Pacific Northwest Region. You will possess an entrepreneurial spirit while striving for excellence. You will be responsible for territory production in partnership with an internal wholesaler, drive financial professional penetration rates, and promote product diversity. You will have a strong desire to broaden financial wellness in a learning...
AIMCOR Group
Jul 21, 2026
External Wholesaler - Southeast Region
AIMCOR Group Remote
This is a remote position. Location : Remote / Hybrid—Residing within the assigned region or territory. Relocation assistance:  is not available for this opportunity. The Role at a Glance AIMCOR is expanding its dynamic team of external wholesalers to drive the sales of life, long-term care, disability income, and annuity products through its institutional division, AIMCOR Enterprise Insurance Group (EIG). In this role, you will build and grow relationships across the EIG channel with banks, credit unions, wirehouses, national/regional broker-dealers, and independent broker-dealers within in the Southeast Region. You will possess an entrepreneurial spirit while striving for excellence. You will be responsible for territory production in partnership with an internal wholesaler, drive financial professional penetration rates, and promote product diversity. You will have a strong desire to broaden financial wellness in a learning environment while...
AIMCOR Group
Jul 21, 2026
External Wholesaler - Midwest Region
AIMCOR Group Remote
This is a remote position. Location : Remote / Hybrid—Residing within the assigned region or territory. Relocation assistance:  is not available for this opportunity. The Role at a Glance AIMCOR is expanding its dynamic team of external wholesalers to drive the sales of life, long-term care, disability income, and annuity products through its institutional division, AIMCOR Enterprise Insurance Group (EIG). In this role, you will build and grow relationships across the EIG channel with banks, credit unions, wirehouses, national/regional broker-dealers, and independent broker-dealers within in the Midwest Region. You will possess an entrepreneurial spirit while striving for excellence. You will be responsible for territory production in partnership with an internal wholesaler, drive financial professional penetration rates, and promote product diversity. You will have a strong desire to broaden financial wellness in a...
AIMCOR Group
Jul 21, 2026
External Wholesaler - Mid-Atlantic Region
AIMCOR Group Remote
This is a remote position. Location : Remote / Hybrid—Residing within the assigned region or territory. Relocation assistance:  is not available for this opportunity. The Role at a Glance AIMCOR is expanding its dynamic team of external wholesalers to drive the sales of life, long-term care, disability income, and annuity products through its institutional division, AIMCOR Enterprise Insurance Group (EIG). In this role, you will build and grow relationships across the EIG channel with banks, credit unions, wirehouses, national/regional broker-dealers, and independent broker-dealers within in the Mid-Atlantic Region. You will possess an entrepreneurial spirit while striving for excellence. You will be responsible for territory production in partnership with an internal wholesaler, drive financial professional penetration rates, and promote product diversity. You will have a strong desire to broaden financial wellness in a learning environment...
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