6 jobs found in new york

Position Summary Guggenheim is seeking an established and successful sales professional with strong relationships in the broker-dealer and IBD space to join our team. The Regional Vice President will support and grow Guggenheim’s UIT business to financial intermediaries. Reporting to the Head of UIT Sales the RVP will perform as part of a sales team, which includes an internal wholesaling partner, and will be responsible for the development and day-to-day management of a geographic territories in Connecticut and Lower Hudson Valley NY. Responsibilities Key Responsibilities Generate sales of Guggenheim Investments UITs in their territory within the financial intermediary community. Own sales performance and goals for territory Solidify relationships, generate new business with our clients and manage sales efforts within the defined geographic territory Work closely with the Divisional Sales Manager to create and implement a sales strategy Business Plan Creation...

The External Wholesaler, Life Insurance must have the ability to develop strategies and business plans to win new client relationships while retaining and growing existing relationships. Responsible for aggressively selling Guardian’s suite of proprietary Life Insurance products to maximize territory sales and attain sales goals. Maintain heavy travel schedule within territory to conduct FR and agency meetings and presentations. From design and competitive information develop key concepts and analysis to favorably position Guardian products utilizing advanced sales when necessary. Key stakeholders include Guardian Product, Distribution, Financial Professionals, Marketing, Life Insurance specialists, Brokerage, and Sales. You will Travel to the Guardian General Agencies within assigned territory to generate business.  Maintain a strong pipeline of business.  Attend and present at industry conferences and regional events to generate additional interest in...

Empathy is transforming the way families navigate life’s most difficult times - from the loss of a loved one to other major life transitions. By combining technology with compassionate human care, we bring clarity, comfort, and peace of mind when it matters most. We partner with leading employers, insurers, and financial institutions to deliver meaningful, human-centric support at scale. Today, Empathy supports over 45 million people across North America. Backed by top-tier investors including General Catalyst, Index Ventures, Adams Street, Aleph and Entreé Capital. We've raised over $160 million to date, including a $72 million Series C, to expand our impact and scale our mission worldwide. About the Team The Internal Wholesaler is a vital strategic partner to Empathy’s External Wholesalers, driving the day-to-day execution that keeps each territory running at full strength. This role leads the operational, analytical, and communication workflows that empower the field...

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...

Job Requisition ID: 90114 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 At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. BNY Investments is a leading investment manager, with $2.2 Trillion in assets under management as of December 31, 2025. Through an investor-first approach, the firm brings to clients the best of both worlds: specialist expertise from seven...