Senior External Wholesaler
Revolt Financial
Senior External Wholesaler - Structured Products Location: Remote (U.S.) Compensation: Competitive base salary, plus variable compensation tied to performance | W2 with benefits About the Role Our client, a growing financial services firm, is seeking a Senior External Wholesaler to drive business development and expand distribution across key wealth management channels. Reporting to senior leadership, this client-facing role is focused on building advisor relationships, delivering education, and partnering with internal teams to support sales growth. The ideal candidate brings proven success in financial product distribution, established industry relationships, and the ability to grow and manage a pipeline of advisors and accounts. Key Responsibilities Relationship Development : Build and deepen relationships with advisors and firms through meetings, events, and regular touchpoints. Expand networks of top producers while converting prospects into active partners. Sales Execution : Manage the entire sales cycle, from opportunity generation through to closing. Maintain a robust pipeline and deliver on monthly and quarterly sales targets. Education & Presentations : Deliver engaging presentations, webinars, and training sessions to advisors, highlighting product use cases, benefits, risks, and portfolio applications. Collaboration : Work closely with internal teams, including product, operations, compliance, and marketing, to ensure alignment and effective execution of distribution strategies. Qualifications 5+ years of external wholesaling, distribution, or institutional sales experience in financial services Consistent track record of meeting or exceeding sales goals Strong knowledge of investment products and their portfolio applications Established relationships across wealth management channels (wirehouse, independent, RIA, private banking, or similar) FINRA licensing (Series 7 and 66, or equivalent) in good standing Excellent presentation, communication, and relationship‑building skills Why Join the Team Competitive compensation and benefits Commitment to professional growth and continuing education #J-18808-Ljbffr Revolt Financial
- ...be helping provide protection and peace of mind when our customers need it most. The Sr Internal Wholesaler works within the sales organization, partnering with External Wholesaler(s) in geographical sales territories. This individual is responsible for partnering with...SeniorRemote jobTemporary workWork experience placementFlexible hours
$70k
Senior Associate, In-Market Internal Wholesaler (Georgia) Location: Remote, Georgia, United States Department: NYLIM Location Designation: Fully Remote... ...internal role and work directly in the field alongside an External Wholesaler. This position combines in-person meetings...SeniorWork at officeRemote workWork from homeHome officeShift work- 1 day ago Be among the first 25 applicants Now Hiring: External Wholesaler - Northeast Territory AMS Financial Solutions Group is seeking a driven and experienced External Wholesaler to join our growing team. This position will support our agency distribution channel...SuggestedImmediate start
- New York Life Investments is seeking an External Wholesaler to represent mutual funds, SMAs, and ETFs to financial advisors across Dallas/Fort Worth in a fully remote role. You will develop territory plans, deliver market insights, and drive growth by building trusted advisor...SuggestedRemote job
- A leading financial services provider is looking for an External Wholesaler to join their team in the Pacific Northwest Region. This remote/hybrid role involves building relationships with financial professionals and managing territory sales goals. Ideal candidates will...SuggestedRemote jobWork at office
- National Life Group is seeking a dynamic External Wholesaler, Life and Annuity Distribution for the West Coast, Spanish-speaking market. The role is remote in the USA and targets growth with distribution partners to drive life and annuity sales while maintaining strong...Remote work
- Prudential Financial seeks an External Wholesaler to grow fixed and variable annuity sales across Bank/Wire and Edward Jones channels in the Northwest region. This fully virtual role requires travel across the territory and residence within Idaho, Oregon, Washington, or...Remote job
- ...functions Effective interpersonal and written communication skills Ability to provide excellent customer service to both internal and external customers Effective time management skills Ability to prioritize and accomplish multiple tasks simultaneously Capable of...Remote jobWork at officeLocal area
- PGIM Global Wealth is seeking an External Wholesaler to represent our funds and investment vehicles to investment professionals across Missouri and Iowa. You will grow net new assets and service existing clients within Wirehouses, Regional Broker Dealers, and RIAs, while...
$85k - $100k
...process that is Built to Conquer Risk ®. role Summary The External Wholesaler , along with their internal teammember, will support and grow... ...with internal and external business partners (e.g., marketing, senior leaders, field leaders). - Manage administrative...Base 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...
$70k - $125k
Overview: Securian Financial is seeking a high-performing External Wholesaler (Regional Vice President) to drive sales growth and expand market presence across a large South territory. In this role, you'll serve as a trusted partner to brokerage general agencies, advisors...Work experience placementWork at officeFlexible hours- Prudential seeks an External Wholesaler to grow fixed and variable annuity sales across the Advisor channel in upstate New York, focused on Buffalo, Rochester, and Syracuse. The role blends strategic territory development, relationship management, and point-of-sale support...
- Potomac is hiring an External Wholesaler to support and grow our tactical investment strategies and mutual fund business with financial advisors in the Independent Broker Dealer and RIA channel. The position covers the Gulf Coast region, including FL and MS, with travel...Base plus commission
- ...Immunai is seeking a Senior I / Senior II Computational Biologist to lead external collaborations with pharma, biotech and academic partners, applying single-cell multi-omics to immuno-oncology and autoimmune disease research. You will collaborate with biologists, ML...Senior
- A leading financial services firm is searching for an External Wholesaler in the New England Region. You will drive sales of life and disability products through established relationships with financial professionals. The ideal candidate will possess strong sales experience...Remote jobWork at office
- ...LPL, Osaic, Raymond James, Wells, etc. What you will do The External Wholesaler is responsible for representing all PGIM Global Wealth products... ...to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and...Home office
$73 - $109 per hour
...contract Employment Type: W2 Contract Pay Rate: $73/hr WITHOUT CPA/$109/hr WITH CPA This role is ideal for an experienced external auditor with investment management experience who can independently own audit areas, lead client interactions, and execute complex...SeniorContract work- ...accounting firm's Asset & Wealth Management (AWM) practice for the upcoming audit busy season. This role is ideal for experienced external auditors who have worked with investment management clients and are comfortable owning audit areas, leading client interactions, and...SeniorContract work1 day per week
- ProShares in New York seeks a senior wholesaler to promote ProShares Strategic ETFs across WH firms, Independent BD’s and RIA’s. The role involves segmenting territory, FA profiling and arranging meetings, leveraging in-depth market knowledge and advanced selling skills...Senior
- Winston Taylor LLP in New York is seeking a Senior Manager, External Communications to lead America's external communications strategy, oversee media relations, awards, and reputation initiatives, and partner with practice leaders to align with business development goals...Senior
$127.5k
The Senior Merchant helps to develop and drive a category of business strategies and seasonal assortment plans based upon a detailed... ...are Drive customer insight strategy via the internal teams and external focus groups Product Responsible for executing the seasonal financial...SeniorFull timeSeasonal workLocal areaFlexible hours$145k - $175k
...to creating an inclusive environment for all employees.About the role:As a Senior I / Senior II Computational Biologist at Immunai, you will be working in a fast-paced and research-driven external collaborations team to lead projects with our pharma, biotech, and...Senior- Millennium Management LLC in New York City seeks a Risk Controls Manager to lead regional oversight of external manager risk controls and partner with trading teams to implement effective control frameworks. You will drive onboarding, pre-trade and post-trade risk management...Senior
- Keenova is seeking a Senior Category Manager, External Manufacturing & CMO Sourcing to define and execute enterprise sourcing strategies with CMOs and CPOs. You will partner with cross-functional teams to design a resilient external manufacturing network focused on continuity...Senior
- Freshfields US LLP seeks a Senior Manager, External Communications to lead strategic external communications and media engagement for its market-leading platform in New York. The role translates complex legal matters and client successes into compelling narratives, collaborates...Senior
- GOLDMAN SACHS in New York, NY seeks a Senior Analyst in Investor Relations to support external engagement with equity and fixed income investors. You will assist in earnings, competitive intelligence, governance, and outreach, coordinating with Finance, Treasury and Legal...Senior
$72k - $184.44k
...ManagementSpecialismAssuranceManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Financial Statement Audit Senior Associate you will support external audit engagements within our Audit and Assurance practice, focusing on financial statements, internal controls,...SeniorFull timeH1b$167.4k - $226.5k
...and rich enough for both humans and AI to reason about. This is the foundation for commercial decisions made by external customers and internal teams.As Senior Product Manager - Technical External Services, you'll own the AWS product model end to end: the schema,...SeniorFlexible hours$220k - $260k
Role PurposeThe Senior Manager, External Communications is responsible for leading strategic external communications and media engagement for Freshfields' market-leading platform.Supporting practices including M&A, Private Capital, Capital Markets, and Tax, the role develops...SeniorLocal area
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