mutual fund wholesaler jobs

Piedmont Capital Distributors —Dallas, TX3.5

Ability to operate independently, design & execute territory business plan and remain organized in a multitask environment. Convey sector updates from PMs.

Pacific Life —Newport Beach, CA3.7

You’ll assist advisors by making outbound prospecting calls, campaign and appointment calls to advisors of specific Field Wholesaler/Internal Wholesaler teams,…

Potomac Fund Management —Bethesda, MD

Build and maintain relationships with internal and external business partners (e.g., marketing, senior leaders, field leaders).

Guggenheim Partners —Texas3.6

Work closely with the Manager to create and implement a sales strategy. The amount listed reflects base salary only, and the total compensation package may…

AllianceBernstein —Nashville, TN3.5

Opportunity to develop sales skills by making prospecting calls to our clients to provide new leads for the sales team.

Morgan Stanley —Boston, MA3.8

Provide support to Regional Director covering specific geographical territory. FINRA Series 7, & 63 or 66 licenses required and mutual fund/investment sales…

Amundi US —Miami, FL3.9

This individual will play a key role in driving the sales and distribution strategy across the US Offshore market. Competitive salary and bonus structure.

Jackson National Life Insurance Company —Nashville, TN3.6

Minimum of four days per week in the field meeting with advisors. Works closely with the VP, Head of Sales to develop an appropriate business plan to maximize…

Guardian Life Insurance Company —Remote3.6

Customer service cross-selling experience (introducing additional products and services on inbound service calls) a plus. Series 63/65 or 66; required.

Transamerica —Denver, CO3.5

Willing to obtain resident state Life Insurance License within 6 months hire. Provides Concierge Service, collecting information and completing sales…

Security Benefit —Topeka, KS3.4

Conduct proactive marketing calls and handle inbound territory calls focusing on all levels of sales (acquisition, development and retention).

Victory Capital Management —San Antonio, TX3.2

Ability to initiate outbound sales telephone calls to clients provide sales ideas, answers product questions, provide performance data, identify new sales…

Transamerica —Remote3.5

Bachelor’s degree in a business field or equivalent experience. Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible…

Brookfield Asset Management —New York, NY3.4

Bachelor’s degree, or foreign equivalent, in Economics, Finance, or related field. Our compensation structure is comprised of a base salary and a short-term…

AllianceBernstein —Nashville, TN3.5

Making proactive servicing and sales calls to existing and prospective clients; receiving inbound calls from existing and prospective clients.

Franklin Templeton Investments —Boston, MA4

The role requires outbound phone calls to financial professionals, as well as serving as a resource to Franklin Templeton’s sales organization and Financial…

Hancock Whitney —Houston, TX3.6

Effectively work with assigned territory team of licensed bankers and Financial Center managers to assist clients, track referrals, follow up with all pending…

AllianceBernstein —San Antonio, TX3.5

The member of this team will field inquiries from internal and external clients and work on tasks, projects and issues as needed.

Goldman Sachs —Chicago, IL3.9

Partner with Regional Directors (external wholesalers) to manage an assigned territory within the U.S., driving sales and assets through execution of a defined…