ETF External Wholesaler
Zacks Investment Management
Zacks Investment Management (ZIM) is a leading provider of investment strategies and research-driven portfolio solutions. With decades of experience and a commitment to innovation, we deliver transparent, cost-effective, and data-driven investment solutions to financial advisors, institutions, and individual investors. Position Summary We are seeking an experienced and driven ETF External Wholesaler to join our growing team. This individual will be responsible for raising and retaining assets within a designated territory by promoting Zacks’ ETF strategies to financial advisors. Key Responsibilities Develop and execute a business plan to grow ETF sales in assigned territory Build and maintain relationships with financial advisors, home office personnel, and institutional clients Deliver educational presentations on Zacks ETFs, market trends, and portfolio solutions Collaborate with internal partners, including Internal Wholesalers and Marketing, to support business development efforts Maintain a deep understanding of Zacks’ ETF lineup, competitive positioning, and industry trends Qualifications 3+ years of wholesaling experience (hybrid & internals will be considered) Established relationships with financial advisors Strong presentation, communication, and organizational skills Self-motivated with a proven track record of meeting or exceeding sales goals Series 7 and 66 (or equivalent) licenses required Why Join Zacks Investment Management? Opportunity to represent research-driven, innovative ETF strategies Competitive compensation package with incentive opportunities Supportive team environment with robust internal wholesaling and marketing support Join a firm known for its quantitative research and commitment to advisor success Who is Zacks The Zacks Group of companies consists of Zacks Investment Research (ZIR), Zacks Investment Management (ZIM), and Zacks Trade. ZIR, founded in 1978 is the 2nd largest provider of independent stock, Mutual fund and ETF research in the US. The Professional Services Division of ZIR is one of the largest providers of software analytics and investment data to professional investors. The Zacks.com Division of ZIR operates one of the most widely used investment information sites on the web. ZIM is a Chicago based RIA that manages over $18 Billion for individual and institutional investors. Zacks Trade is an online broker serving active stock and option traders located in US and overseas. Seniority level Mid-Senior level Employment type Full-time Job function Finance and Sales #J-18808-Ljbffr Zacks Investment Management
- A leading investment management firm is seeking an experienced ETF External Wholesaler to raise and retain assets by promoting ETF strategies to financial advisors. The ideal candidate will have 3+ years of wholesaling experience, strong communication skills, and hold the...SuggestedFull time
- Senior Vice President of Key Accounts Pacer is looking to fill an external wholesaler position targeting wirehouse and regional firms in Northern... ...firm that markets financial products such as the Pacer ETFs to financial advisors and registered investment advisors. Pacer...Suggested
$150k - $268.64k
Senior Market Leader, External Wholesaler, Northern CA page is loaded## Senior Market Leader, External Wholesaler, Northern CAremote type: Remotelocations... ...Senior Market Leader role, responsibilities include:1. Sells ETF, Mutual Fund and Multi Asset Class products and services to...SuggestedWork experience placementFlexible hours- ...track record and be responsible for identifying new relationships and developing sales processes. Required education includes FINRA Series 7, 63, and 65 (or 66). This role offers a great opportunity within a successful and expanding company. #J-18808-Ljbffr Pacer ETFsSuggested
- A leading financial institution in San Francisco seeks an experienced professional for a sales role in ETF, Mutual Fund, and Multi Asset Class products. The successful candidate will possess 10-15 years of investment sales experience, negotiation skills, and expertise in...Suggested
- A leading financial institution is seeking a Senior Market Leader to sell investment products and generate revenue. The ideal candidate will have 10-15 years of investment sales experience and be well-versed in various financial products. Responsibilities include building...Remote jobFlexible hours
$120k - $225k
Job Title Regional Director - Wealth (Wholesaler) Location San Francisco, United States About the Role We are seeking a talented, driven... ...Bachelor’s degree. 7‑10 years of demonstrated success in external sales with financial advisors and wire houses. Proven background...Remote workFlexible hours1 day per week$100k - $225k
...Ideally, this Regional Director will live within the territory. Qualifications Bachelors degree 7-10 years of demonstrated success in external sales with financial advisors and wire houses Proven background in asset management and alternative investments Expertise in...Remote workFlexible hours1 day per week$120k - $225k
...Management Company is searching for a Regional Director - Wealth (Wholesaler) based in San Francisco. This professional will generate... ...strategies. Requirements include a Bachelor’s degree, 7-10 years of external sales success, and expertise in asset management. The position...Remote job- ...within merchandising organizations. Strong analytical skills with experience leveraging data, reporting tools, customer insights, and external market research to inform business decisions. Deep understanding of assortment planning, product lifecycle management, pricing...Work at office3 days per week
- ...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 customer facing...
$271.2k - $406.8k
...problem requires Familiarity with distributed systems, API design, and building platforms that serve both internal developers and external users A passion for developer experience and making other engineers more productive Experience mentoring senior engineers and contributing...Work at officeLocal areaRemote workWork from homeRelocation$50 - $57 per hour
Job Description job summary:\n \n Responsibilities: \n \n Strategic Merchandising & Line Planning Develop, own and present the global merchandising strategy for the assigned apparel category, aligned with brand vision and financial goals. \n Lead seasonal...Hourly payPermanent employmentTemporary workWork experience placementSeasonal workLocal areaShift workRandstadCorporateServicesTUX
San Francisco, CA7 days ago- ...progress against goals; provide regular updates to stakeholders Invest in ongoing professional development through internal and external learning resources Travel: up to 25% Required Qualifications, Capabilities, and Skills 2+ years of experience in a customer facing...
- ...progress against goals; provide regular updates to stakeholders. Invest in ongoing professional development through internal and external learning resources. Travel: up to 25%. Required Qualifications, Capabilities, And Skills 2+ years of experience in a customer‑facing...
$135k - $155k
...manipulate documents and office equipment including personal computers. Requires the ability to communicate with internal and/or external customers and travel. Employee must be able to perform essential functions and physical requirements of position with or without reasonable...Hourly payWork at officeImmediate startVisa sponsorshipWork visaFlexible hours$129k - $193.6k
...deadlines Excellent written and verbal communication skills, with the ability to engage credibly with internal stakeholders and external bank and network partners Sound judgment when navigating complex, ambiguous escalations with significant financial or partner-relationship...Work experience placementLocal areaWorldwideShift work$169k
...clarity and structure to complex or undefined situations to drive tangible outcomes. Confidently engage with senior internal and external executives , building strong relationships and representing Uber’s strategic interests with key decision‑makers. Be technically savvy...Full timeContract workWork at officeRemote work$119k - $224k
...Corporate Banking segment. Using a consultative sales approach, the incumbent manages the full sales cycle, builds strong internal and external partnerships, and serves as a trusted subject matter expert to enhance Merchant Services brand awareness and market penetration....Work experience placement- About Us: At ClarityPay, we're redefining the point-of-sale credit market to bring more value to merchants. Based in NYC and Atlanta, our fast-growing fintech empowers large merchants with configurable “Pay-Over-Time” tools— including monthly installments, BNPL, and revolving...Remote workVisa sponsorship
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San Francisco, CA4 days ago - ...statement analysis. Communication: Ability to clearly explain complex risk decisions and policies to both internal stakeholders and external customers. Preferred qualifications: Experience in a high‑growth, fast‑paced startup environment. Knowledge of payment...Local area
$70k - $75k
Overview Serena & Lily is seeking an Assistant Merchant to join our Merchandising team in Sausalito, California. This role is an exciting opportunity for someone looking to build a career in merchandising while gaining hands-on experience across assortment planning, pricing...Full timeSeasonal workSerena & Lily
San Francisco, CA1 day ago- Cacheflow is seeking a product-obsessed Buyer for the Men’s Outerwear & Suiting category. This role involves managing the assortment, pricing, and strategy while driving growth through data-driven decision-making and cross-functional collaboration. Located in San Francisco...
- National Retail Solutions Plus (NRSPlus) is expanding its direct sales team in the United States. We offer a base salary plus commissions, a travel reimbursement program, health benefits (medical, dental, and vision), and a 401k plan. Ideal candidates have 1-2 years of ...Base plus commission
$109.2k - $135.5k
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place...Work at officeLocal areaFlexible hoursShift workDay shift$98k - $118k
Senior Merchant, Women’s Footwear Location | San Francisco, CA At Rothy’s, we know there’s a better way to do business, and it starts by putting the planet and its people first. More than 200 million single-use plastic bottles and 715,000 pounds of ocean-bound marine ...Seasonal work- A cutting-edge auto retail company is seeking a Buyer, Wholesale in San Francisco. This role involves sourcing high-quality electric vehicles through various channels and making data-driven purchasing decisions. Candidates should have 2-6+ years of experience in vehicle...Flexible hours
- JPMorgan Chase is looking for an entry-level Business Development Associate in San Francisco. You will support significant clients by identifying and advancing merchant services opportunities as part of the Global Corporate Banking Payments Sales team. This role requires...
- Early Warning Services LLC in San Francisco (hybrid) seeks a Sr. Customer Success Manager - Merchants to lead strategic relationships with top merchant partners, drive activation, growth, and merchant health across the portfolio. You will collaborate with Product, Marketing...
$180k - $210k
Shoptalk is seeking a Senior Product Manager for their Flex Pay vertical in San Francisco. This role involves leading product development for a fast-growing Buy Now, Pay Later solution, enhancing partner satisfaction, and collaborating with teams to deliver measurable outcomes...Flexible hours
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