Internal Wholesaler Jobs in New York

76 jobs

The Roosevelt Investment Group, Inc. is an investment advisor registered with the United States Securities and Exchange Commission. We have an executive office in New York, New York, and an operations office in Providence, Rhode Island. Roosevelt Investments offers a range of proprietary domestic equity, fixed income and balanced investment strategies to a wide spectrum of individual and instituti...

BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 35 countries and more than 100 markets. BNY Mellon can act as a single poi...

Detailed Job Description: Compensation: Base salary Commission = $100,000. is the FIRST YEAR EARNING TARGET. In addition, EXCELLENT BENEFITS AND GROWTH POTENTIAL. The Internal Wholesaler will work in partnership with the External Wholesaler to drive sales in a specified territory. The primary responsibility of the Internal Wholesaler is to prospect for new relationships and develop and maintain ...

Internal Wholesaler (Job Number:1410145) BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 35 countries and more than 100 m...

Internal Wholesaler (Job Number:1503456) Description The Internal Wholesaler's role is to actively solicit new investment product sales within an assigned geographic region through telephone presentations to registered representatives. The position will aid External Wholesaler(s) in pursuit of territory sales goals through sharing sales ideas, providing product information, gather marketing data...

Senior Internal Wholesaler (Job Number:1506495) Description The Internal Wholesaler's role is to actively solicit new investment product sales within an assigned geographic region through telephone presentations to registered representatives. The position will aid External Wholesaler(s) in pursuit of territory sales goals through sharing sales ideas, providing product information, gather marketi...

Description The Internal Wholesaler's role is to actively solicit new investment product sales within an assigned geographic region through telephone presentations to registered representatives. The position will aid External Wholesaler(s) in pursuit of territory sales goals through sharing sales ideas, providing product information, gather marketing data and offering sales support. Additionally, ...

BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 35 countries and more than 100 markets. BNY Mellon can act as a single poi...

Capital One Investing and Capital One Wealth & Asset Management partner together to serve the High Net Worth (HNW) clients of the firm. The Capital One Investing Internal Wholesaler – Wealth Management will liaise between the two lines of business to drive client acquisition under this partnership. The wholesaler will partner with Capital One’s Financial Advisors (FAs) across our national footprin...

Franklin Templeton Investments is a leading global investment management organization due to the efforts of our greatest assets - our employees. We have over 9,000 employees working in 60 offices around the world, servicing investment solutions for our clients in more than 150 countries. We believe in our corporate values of putting clients first, building relationships, achieving quality results,...

New York Life Insurance Company (“New York Life”) is the largest mutual life insurance company in the United States*. Founded in 1845, New York Life is headquartered in New York City, and is one of the most financially strong and highly capitalized insurers in the business. At year end 2013 New York Life had a total surplus of $21.141 billion and holds the highest possible financial strength ratin...

The Latin America and Iberia group serves institutional and retail clients, including corporate, public and industry pension plans; insurance companies; third-party mutual funds; endowments; foundations; charities; corporations; official institutions; banks and all other financial intermediaries throughout the region. Professionals within the team work together to deliver a full range of asset ma...

BlackRock Internal Wholesaler - Spanish fluency required-150357 BlackRock is one of the world’s preeminent asset management firms and a premier provider of global investment management, risk management and advisory services to institutional, intermediary and individual investors around the world. BlackRock offers a range of solutions — from rigorous fundamental and quantitative active management ...

New York Life Investments, a wholly owned subsidiary of New York Life Insurance Company, is a leading investment management firm, with $544 billion in assets under management, as of August 31, 2014. New York Life Investments ranks among the world's largest asset managers and through its multiple-boutique investment structure, offers access to an array of fixed income, equities and alternative prod...

Internal Sales Associate (Job Number:1500283) BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 35 countries and more than ...

Internal Sales Associate (Job Number:1503375) Description The Internal Wholesaler's role is to actively solicit new investment product sales within an assigned geographic region through telephone presentations to registered representatives. The position will aid External Wholesaler(s) in pursuit of territory sales goals through sharing sales ideas, providing product information, gather marketing...

AM - Internal Client Advisor, Defined Contribution Investment Solutions, Associate NY-150043054 Job Description Business Overview: JPMorgan Asset Management ("JPMAM") provides investment management products and services to institutional and individual investors worldwide. It offers the full spectrum of investment strategies - from equity, cash management, fixed income, currency and asset alloca...

Description The Internal Wholesaler's role is to actively solicit new investment product sales within an assigned geographic region through telephone presentations to registered representatives. The position will aid External Wholesaler(s) in pursuit of territory sales goals through sharing sales ideas, providing product information, gather marketing data and offering sales support. Additionally, ...

BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 35 countries and more than 100 markets. BNY Mellon can act as a single poi...

AM - Funds - RIA - Internal Client Advisor, Associate - NY-150040068 Job Description Business Overview: JPMorgan Asset Management ("JPMAM") provides investment management products and services to institutional and individual investors worldwide. It offers the full spectrum of investment strategies - from equity, cash management, fixed income, currency and asset allocation to alternative asset c...