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7 jobs found in new york

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NY
May 18, 2025
Senior Associate, Internal Wholesaler (90114)
New York Life Insurance White Plains, NY, USA
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...
BO
May 18, 2025
Relationship Management (Internal Wholesaler), Private Wealth, Associate
Blue Owl Capital Holdings New York, NY, USA
Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives ® .    With over $250 billion in assets under management as of December 31, 2024, we invest across three multi-strategy platforms: Credit, GP Strategic Capital, and Real Assets. Anchored by a strong permanent capital base, we provide businesses with private capital solutions to drive long-term growth and offer institutional investors, individual investors, and insurance companies ​differentiated alternative investment opportunities that aim to deliver strong performance, risk-adjusted returns, and capital preservation. Together with over 1,100 experienced professionals globally, Blue Owl brings the vision and discipline to create the exceptional. To learn more, visit www.blueowl.com . The Role The Relationship Management Associate ( RMA ) role is an essential part of our Private Wealth team and tasked with accelerating the adoption of Blue Owl investment solutions. The...
Afficiency
May 15, 2025
External Wholesaler
Afficiency Remote (New York, NY, USA)
Company Description Afficiency is a rapidly growing Insurtech company whose mission is to provide life insurance to everyone via both our proprietary platform and in collaboration with our carrier and distribution partners. Located in NYC, we design and deliver life insurance products that can be purchased in an entirely digital environment for both the agents and their customers. We are looking for new team members to join us on our journey to shake up the life insurance industry. We need individuals who bring passion, curiosity, and a desire for excellence.  We are seeking a self-starter; a proactive and self-motivated individual who thrives in a dynamic environment and can independently initiate and drive projects to completion. Job Description About the Role As an External Wholesaler at Afficiency, you’ll serve as a strategic connector between our innovative life insurance products and the independent financial professionals who distribute them. Operating...
BA
May 11, 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 11, 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...
PS
Apr 16, 2025
Regional Vice President - Wholesaler (New York)
ProShares NY, USA
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: New York 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. We anticipate that the incumbent will possess in-depth investment and market knowledge, product presentation skills, analytical abilities and advanced selling skills.   Essential Job Functions [1] : Introduce current...
SC
Jan 06, 2025
Wholesaler - RIA Channel (Internal/External)
SimpleCiti Companies Garden City South, NY, USA
Description SimpleCITI Companies, Hiring for SimpleEQUITIES* We’re looking for a motivated Internal/External Wholesaler to drive sales of our SEC RIA-advised funds in the RIA distribution channel. Backed by a 125-year family office legacy, we offer innovative investment solutions. In this hybrid role, you'll lead product approvals, build strong RIA relationships, and balance in-office work with client-facing travel to expand our reach. Sales & Relationship Management Promote our SEC-RIA advised funds and products to Registered Investment Advisors (RIAs). Build and maintain long-term relationships through remote and in-person interactions. Product Approval & Onboarding Lead product approvals on RIA platforms, handling due diligence and compliance. Create and present materials tailored to platform requirements. Business Development Set up meetings, deliver presentations, and attend industry events to drive growth. Identify prospects,...
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