Internal Wholesaler

7 days ago


Chicago, United States PT Asset Management Full time

PT Asset Management (PTAM) is seeking an Internal Wholesaler to join our sales team. We are pursuing quick learners with professional presence. This role is responsible for sharing the PTAM story in a compelling way, working with external partners to generate sales leads. The Internal Wholesaler position is an opportunity for a motivated and ambitious individual to develop a financial sales career.

Responsibilities

Work with external partner(s) to build relationships with financial advisors and implement business strategies

Contact prospective clients through phone calls and emails to uncover needs and provide solutions, developing sales opportunities

Work with clients and prospects clients to understand their business and investment process to uncover needs and position PTAM products to meet those needs

Deliver consistent follow-up with prospects clients to advance the sales process

Generate peer fund comparison reports through Morningstar Direct and develop insightful analysis to drive sales

Utilize Salesforce to manage client data

Develop and execute mass marketing campaigns to prospective clients

Provide a high-level of service, product and industry awareness to both client and prospective clients

Schedule meetings with client and prospective clients for external partner(s)

Utilize Discovery Data to identify target RIAs

Proactively conduct presentations via phone/Zoom to prospective clients highlighting PTAM products and value proposition

Requirements

Qualifications

Bachelors degree in finance, business, or other related field

Self-starter with exceptional interpersonal skills and interest in a career in sales

High proficiency in Microsoft Office

Excellent written and oral communication, particularly working with financial advisors over the phone

Ability to multi-task

Enthusiasm and curiosity for the financial markets

Exceptional organization and time management skills

SIE, Series 7 and 63 registration licensed or obtained within 3 months of employment


  • Internal Wholesaler

    1 week ago


    Chicago, United States PT Asset Management, LLC Full time

    PT Asset Management (PTAM) is seeking an Internal Wholesaler to join our sales team. We are pursuing quick learners with professional presence. This role is responsible for sharing the PTAM story in a compelling way, working with external partners to generate sales leads. The Internal Wholesaler position is an opportunity for a motivated and ambitious...


  • Chicago, United States Northern Trust Full time

    About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...


  • Chicago, United States Northern Trust Full time

    About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring...


  • Chicago, United States National Black MBA Association Full time

    Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...


  • Chicago, United States Fortress Building Products Full time

    Regional Sales Manager (Wholesale) – Great Lakes Job Title: Regional Sales Manager (Wholesale) – Great Lakes Department: Channel Sales Manager: Director, Channel Sales (Wholesale) FLSA Status: Exempt Location: Remote within region Overview Do you have experience leading a sales team to drive profitable growth? Do you have a passion for helping...

  • Internal Controls

    3 weeks ago


    Chicago, United States JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** As an Vice President on the External Reporting Controllers within Internal Controls & Data Analytics, you will assess high risk areas, perform data mining, and control reviews in order to assess the overall quality of the external reporting and control environment. **Job responsibilities** - Analyzing critical CIB and wholesale lending...


  • Chicago, United States Rabobank Full time

    **_ You and Your Job_** Provide a broad range of analytical and transaction support to the bankers in the group. Perform a variety of tasks including preparation of marketing materials, modelling and credit analysis of client transactions, management of internal legal and compliance requirements, management reporting, and income...

  • Senior Audit Director

    2 weeks ago


    Chicago, United States Truist Financial Corporation Full time

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need...


  • Chicago, United States Kimberly-Clark USA, LLC Full time

    Description Location: Preferable to reside in Chicago, Milwaukee, or Minneapolis/ St. Paul You’re not the person who will settle for just any role. Neither are we. Because we’re out to create Better Care for a Better World, and that takes a certain kind of person and teams who care about making a difference. Here, you’ll bring your...

  • Internal Controls

    1 month ago


    Chicago, United States JPMorgan Chase Full time

    Job Description Join the Internal Controls and Data Analytics unit today!As an Vice President on the External Reporting Controllers within Internal Controls & Data Analytics, you will assess high risk areas, perform data mining, and control reviews in order to assess the overall quality of the external reporting and control environment. Job...


  • Chicago, United States Mike's Hard Lemonade Full time

    The Distributor Sales Manager is accountable for managing all aspects of MABI brands across an assigned multi-state geography. Responsibilities include full ownership of Annual Business Planning, Inventory Management, and Retail Execution across an existing network of Emerging Region wholesaler partners. Ultimately responsible for delivering the annual sales...

  • Chargeback Analyst

    1 month ago


    Chicago, United States Fresenius Kabi USA, LLC Full time

    Job Summary Join Fresenius Kabi as a Chargeback Analyst. The Chargeback Analyst is responsible for analyzing, researching, resolving, and trending chargeback discrepancies resulting in issuance of appropriate credits within Wholesaler / Distributor contractual terms. Chargeback Analyst is responsible for developing and maintaining strong collaborative...


  • Chicago, Illinois, United States LPL Financial Full time

    Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you LPL Financial (Nasdaq: LPLA) was founded on the principle that...


  • Chicago, United States Arc'teryx Full time

    **Department**: Commercial - North America Wholesale **Reports to**:Senior Manager, Key Accounts USA **Location**:East Coast or Midwest, USA (remote) preferred, Rockies (remote) considered **Your Opportunity at ARC’TERYX**: As the National Account Manager you will lead the work to evolve how the Arc’teryx vision comes to life at the brand’s key...


  • Chicago, Illinois, United States TransUnion Full time

    TransUnion's Job Applicant Privacy NoticePersonal Information We CollectYour Privacy ChoicesWhat We'll Bring:This is a dynamic position supporting data carriers to support all order processing and support in the wholesale business space. The role consists of order management functions for Access Service Requests (ASR) as related to communications wholesale...


  • Chicago, United States The Z Firm LLC Full time

    A key Z Firm client is looking for a Senior Energy Market Analyst to contribute to the development and execution of Market Analytics Practice. The role is focused on producing high-quality analyses to support offerings and solutions built on insights into the energy markets and the frameworks in which they operate. ESSENTIAL JOB FUNCTIONS Perform wholesale...


  • Chicago, United States Cayman Jack Full time

    ** Distributor Service Representative** **Job Category****:** Sales **Requisition Number****:** DISTR002619 Showing 1 location **Job Details** **Description** Mark Anthony Brands, Inc. is hiring a **Distributor Service Representative** who will be responsible for managing all aspects of MABI brands in the assigned market as well as oversee and implement...

  • Lead Underwriter

    4 weeks ago


    Chicago, United States Axis Capital Full time

    This is your opportunity to join AXIS Capital - a trusted global provider of specialty lines insurance and reinsurance. We stand apart for our outstanding client service, intelligent risk taking and superior risk adjusted returns for our shareholders. We also proudly maintain an entrepreneurial, disciplined and ethical corporate culture. As a member of...


  • Chicago, United States Midas Full time

    Benefits: 401(k) Competitive salary Dental insurance Employee discounts Health insurance Opportunity for advancement Paid time off Tuition assistance Wellness resources Franchise Regional Sales Manager Location: Chicago, IL, US, 60629 Supporting 52 locations throughout Chicagoland and down state. Company: TBC Corporation Description The Franchise Regional...

  • District Manager

    2 weeks ago


    Chicago, United States The Boston Beer Company Full time

    *Please note that while this position is listed as “working remotely”, our sales positions are field based and require you to live within the territory listed to visit accounts, unless explicitly stated otherwise. _ The District Manager (DM) is responsible for driving BBC sales volume through their BBC and distributor teams to their market’s...