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7 jobs found in new york

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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...
Golub Capital
Aug 10, 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...
Pacific Life
Aug 08, 2026
Field Wholesaler - NY Metro Territory – Brooklyn/Bronx/Westchester
Pacific Life NY
Job Description: Pacific Life is actively seeking a talented Field Wholesaler to join Pacific Life's Consumer Markets Division (CMD) to cover the NY Metro Territory – Brooklyn/Bronx/Westchester.  As a Field Wholesaler you'll sell RILA, variable & fixed annuities, and mutual funds to all channels (Independent, Banks, & Wirehouses) within the territory.  Your colleagues will include both Internal and Field Wholesaling professionals. You'll develop and maintain ongoing relationships with financial professionals and key broker/dealers within the region via face-to-face and virtual sales visits. You'll also introduce new products through established and new broker/dealer partners. Finally, you'll attend and speak at national, regional, and office broker/dealer sales meetings.   The Consumer Markets Division leverages its strengths in product development, technology, service, and risk management to create retirement solutions for individuals, families, and...
Brookfield
Aug 08, 2026
Regional Consultant (Internal Wholesaler), Independent Broker Dealer (IBD)
Brookfield New York, NY
Location Brookfield Place New York - 225 Liberty Street, Suite 3501 Business - Private Wealth Brookfield is one of the world's largest alternative asset managers, with a 100+ year heritage of owning and operating assets and businesses that from the backbone of the global economy. Through its broad platform, the firm offers investment strategies across real estate, infrastructure, renewable power and transition, private equity, and credit. Brookfield's private wealth team extends these capabilities to intermediaries worldwide, partnering with financial advisors to provide institutional-quality investment opportunities and differentiated insights that support long-term objectives. Brookfield Culture Brookfield has a unique and dynamic culture.  We seek team members who have a long-term focus and whose values align with our Attributes of a Brookfield Leader:  Entrepreneurial, Collaborative and Disciplined.  Brookfield is committed to the development of our...
NY
Jul 31, 2026
Senior Associate, VUL Product Consultant - External Wholesaler
New York Life Insurance Remote (NY)
Job Requisition ID: 94477    Location Designation:  Fully Remote      Business Unit Overview 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 our 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 a highly competitive and energetic sales environment , you will work directly with New York Life (NYL) agents to share sales ideas, provide product information, identify book of business sales opportunities and assist on client meetings. While partnering with the External Life Product Consultant, the Variable Internal Life Product Consultant is responsible for increasing life sales within the territory. The Variable Internal Life Product Consultant is...
Janus Henderson
Jul 26, 2026
External Wholesaler
Janus Henderson NY
  Why work for us?   A career at Janus Henderson is more than a job, it’s about investing in a brighter future together .    Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. We will do this by protecting and growing our core business, amplifying our strengths and diversifying where we have the right.   Our Values are key to driving our success, and are at the heart of everything we do:   Clients Come First - Always | Execution Supersedes Intention | Together We Win | Diversity Improves Results | Truth Builds Trust   If our mission, values, and purpose align with your own, we would love to hear from you!   Your opportunity Sell company products for larger or more complex accounts through one or more assigned intermediaries Be assigned primary or joint account management responsibilities...
PC
Jul 25, 2026
RIA Internal Wholesaler
Prospect Capital New York, NY
Prospect Capital Founded in 1988, Prospect Capital is an alternative asset management firm with $9.4B+ of assets under management, and pursues multiple strategies in the US, including direct lending, private equity, real estate private equity and structured credit. Prospect has permanent capital and utilizes a long-term, value-oriented approach that employs fundamental bottoms-up research to identify investments that offer attractive risk and reward.   With offices in New York City, Connecticut, and Florida, the firm is comprised of 100+ experienced professionals who value entrepreneurship, intellectual rigor, hard work and continuous improvement.   Job Responsibilities Cultivate strong relationships with RIAs, financial advisors, consultants, and other decision-makers in the territory through proactive outreach and networking efforts. Support the external sales team by providing detailed product information and sales support. Conduct proactive...
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