External Wholesaler
Confidential Company
The firm is an $8 billion plus investment management firm headquartered in NYC with offices in Miami, London, and Frankfurt. With increasing interest from allocators in the asset class the firm specializes in more than $1 billion in gross sales firmwide last year and a strong long-term performance record, we are seeking to add an experienced intermediary sales professional to our wealth sales team. Role Overview: We are seeking an accomplished Business Development Professional with an established track record in the NY metro area to join our entrepreneurial team focused on the wire house, independent broker dealer, and RIA channels in the greater NYC area. This individual will play a critical role in expanding our private wealth distribution footprint, leveraging deep relationships and market expertise to drive growth. The ideal candidate will have a proven ability to raise capital, cultivate advisor relationships, open new relationships, and position sophisticated investment strategies effectively. Key Responsibilities Develop and implement a comprehensive business plan to drive sales across major wealth management platforms through proactive prospecting, in-person meetings, and virtual engagements with financial advisors and RIA research teams. Build deep knowledge of the firm’s strategies and articulate their value proposition across multiple platforms and RIAs, focusing on portfolio positioning, performance attribution, and forward-looking market opportunities. Serve as a trusted resource for financial advisors, providing ongoing support, education, and client service to strengthen relationships and enhance advisor engagement. Stay informed on industry trends, platform developments, and competitive dynamics to identify new opportunities and refine sales strategies. Required Qualifications 10+ years in financial services or asset management, with a strong background in distribution through wire houses, independent RIAs, and wealth management platforms. Demonstrated success in capital raising and new business development, including a proven sales process from prospecting to closing. Broad understanding of capital markets; experience in fixed income and credit markets preferred. Exceptional verbal and written communication abilities, capable of explaining complex investment strategies to diverse audiences. Personal Attributes: Highly motivated, entrepreneurial mindset Strategic thinker with creative problem-solving skills Strong work ethic, integrity, and attention to detail Ability to work independently and collaboratively in a fast-paced environment #J-18808-Ljbffr Confidential Company
$100k
...External Wholesaler At Potomac, we're not for everyoneand that's by design. We attract people who think critically, communicate clearly, and execute with urgency. People who care deeply about their work and don't need handholding to make things happen. We're a boutique...SuggestedBase plus commissionWork experience placement- A financial services company is seeking an experienced External Wholesaler to support its agency distribution channel in the Northeast Territory. The role involves building relationships, promoting annuity products, and delivering presentations. Candidates should have at...Suggested
$62k - $70k
...through MassMutual Financial Advisors (MMFA)—and we’re just getting started. We’re looking for a driven, relationship‑oriented External Wholesaler to help accelerate growth and expand the impact of MassMutual’s industry‑leading life insurance solutions. In this role, you...Suggested- ## Regional Vice President (External Wholesaler UIT Channel), Georgia, CarolinasApplylocations: Remotetime type: Full timeposted on: Posted Todayjob requisition id: JR-2026-101191# # **Position Summary**Guggenheim is seeking an established and successful sales professional...SuggestedRemote workVisa sponsorship
- Potomac is seeking an External Wholesaler to support and grow their investment strategies in New York. Responsibilities include distributing products, conducting meetings, and building relationships with financial advisors. The ideal candidate has 2+ years of wholesaling...Suggested
- ...campaigns. Manage expense account and allotted budget, filing expense reports in a timely manner. Collaborate with the internal wholesaler to deliver sales goals by fostering leads generated from referrals, digital ad campaigns, and cold calls. Qualifications Basic Qualifications...Remote workVisa sponsorship
$50k - $65k
...ll be helping provide protection and peace of mind when our customers need it most. The Internal Wholesaler II works within the sales organization, partnering with External Wholesaler(s) in geographical sales territories. This individual is responsible for partnering with...Temporary workWork experience placementFlexible hours- 1483 Guggenheim Funds Distributors, LLC is seeking a skilled Regional Vice President to grow their UIT business in the territories of Georgia, North Carolina, South Carolina, and Northern Florida. This role involves building relationships with financial intermediaries, ...Remote job
$240k - $340k
...cultivate a deep understanding of the investment approach and results, representing all facets of the firm’s products internally and externally. Develop and deliver investment, market, and business communications to existing and prospective clients in one‑on‑one, small...Temporary workImmediate start$90k - $105k
The Guardian Life Insurance Company of America is seeking an Annuity Internal Wholesaler to partner with External Wholesalers in developing sales strategies. This remote position focuses on all areas of annuity sales distribution with responsibilities including managing...Remote job- ## Regional Consultant (Internal Wholesaler)Applylocations: New York, New Yorktime type: Full timeposted on: Posted 2 Days Agojob requisition... ...effort.**Responsibilities:*** Partner with Regional Director (External Wholesaler) to develop and execute on business plans.*...Temporary workLocal areaWorldwide
$125k
...Regional Vice President - Wholesaler New York ProShares has been at the forefront of the ETF revolution since 2006. ProShares now... ...as either a senior internal wholesaler, hybrid wholesaler or external wholesaler. ~ Demonstrated record of selling success, achievement...- ...the markets it serves in the U.S. What you need to know In partnership with their assigned Regional Vice Presidents, the Internal Wholesaler focuses on growing new business in support of regional sales goals. This role assists in developing and managing distribution...Local areaImmediate startRelocation
- ...Overview AfterQuery is seeking Retail Sales and Wholesaler Experts to create and refine retail and wholesale industry challenges for our AI training modules. In this remote, flexible role, you will design and evaluate sales and distribution scenarios that test the AI'...Hourly payRemote workFlexible hours
- ...Job Description Clark Capital is searching for a motivated individual with proven organizational and sales skills to support the external sales team in acquiring, developing, and maintaining relationships with successful Financial Advisors. The ideal candidate is a self...Work experience placement
$120k - $140k
Brookfield Asset Management LLC is seeking a dedicated professional for the Private Wealth team in New York City. The role involves supporting Independent Broker Dealer partners, developing business plans, and maintaining client relationships through proactive service. ...Temporary work$127.5k
...specifically relates to the customer, in stores or wherever they are Drive customer insight strategy via the internal teams and external focus groups Product Responsible for executing the seasonal financial plan into a product assortment while preserving brand position...Full timeSeasonal workLocal areaFlexible hours$127.5k
...building the strategy and execution of Victoria’s Secret 3rd Party Wholesale and Collaborations categories. This role calls for through... ...strategy and execution of product collaborations with external brands. The Senior Merchant demonstrates a comprehensive understanding...Seasonal workLocal areaFlexible hours- Pickle, Jam, & Salsa Kitchen ( is hiring motivated Remote Wholesalers to promote and sell our gourmet pickles, jams, salsas, BBQ sauces, and dressings. LOCATION: Remote / Local Events JOB TYPE: 1099 Contractor (PT or FT) PAY: 100% commission + wholesale pricing access...Remote jobFor contractorsLocal areaHome officeFlexible hours
- Dormont Manufacturing Co is seeking an Internal Wholesaler responsible for driving sales through market intelligence and building relationships with agents. This role requires proactive sales calling to educate on our offerings and responding to inquiries. The ideal candidate...
$120k - $140k
Brookfield is looking for a Regional Consultant (Internal Wholesaler) in New York, responsible for sales and service to IBD partners. The role includes cultivating relationships and managing daily tasks while providing exceptional client service. Candidates should have...- A gourmet food company is seeking motivated Remote Wholesalers to promote and sell gourmet products like pickles and salsas. This role offers flexibility in schedule and location, with unlimited earning potential through commission and wholesale pricing access. Candidates...Remote jobFlexible hours
$22.5 - $30 per hour
...Anticipate leadership needs and proactively resolve scheduling, conflicts, and execution barriers Prepare executives for internal and external engagements, including briefing materials, talking points, and follow-ups Calendar & Meeting Management Own complex, high-...Temporary workWork at officeLocal area- ...progress against goals; provide regular updates to stakeholders Invest in ongoing professional development through internal and external learning resources Travel: up to 50% Required Qualifications, Capabilities, and Skills ~5+ years of experience in a...
- *Only applicants with LIFE WHOLESALING experience will be considered* The mission of the Vice President - Life Sales is to recruit and manage A-Level advisors to DMI with the ultimate goal of driving life sales. Essential Roles and Responsibilities: Convert warm advisor...Base plus commissionRemote work
$155k - $258k
...acumen. Ability to work and influence in a complex cross functional environment. Proven experience building relationships with external and internal stakeholders, across all levels of the business. Outstanding presentation, influencing and communication abilities....- ...details are complete and accurate (imagery, costing, retail pricing) Updates and change communications are shared with internal and external partners High attention to detail and data accuracy Analyze product performance and sales to identify opportunities that impact...Contract workFreelanceSeasonal workLocal area
$150k - $165k
...Define key KPIs to measure merchant adoption, API performance, integration success rates, and developer engagement. Partner with external merchants, fintechs, and payment providers to scale ZIP’s embedded finance offerings. Advocate for best-in-class API design, security...Temporary workCasual workWork at officeRemote work- ...not limited to: Triage customer support issues to assess urgency and assign prioritization. Ability to utilize internal and external tools to complete SOP requirements. Proactively contact Customers, Merchants, and Dashers via phone, text, or chat to resolve moderately...Hourly payWork at officeLocal areaRemote workFlexible hours
$48k - $72k
...throughout the bank for growth opportunities. Essential Functions Acquire new merchant services relationships through prospecting external sources within the sales representative’s assigned territory, as well as through referrals from client-focused teams including but...Work experience placementWork at officeFlexible hours
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