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
- ...provide product information, identify book of business sales opportunities and assist on client meetings. While partnering with the External Life Product Consultant, the Variable Life Product Consultant is responsible for increasing life sales within the territory. The...Work experience placementWork at officeLocal area
- 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
...Ideally, this Regional Director will live within the territory.QUALIFICATIONSBachelors degree7-10 years of demonstrated success in external sales with financial advisors and wire housesProven background in asset management and alternative investmentsExpertise in...Full timeRemote 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- ...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...
- ...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
- ...requires living in San Francisco and collaborating across promotions, distribution, and pricing initiatives. You will work with wholesalers and local sales to boost brand visibility, build budgets, and present reviews to drive growth in a fast-paced market. Strong data...Local area
$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 areaRemote workWorldwideFlexible hoursShift work$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$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$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 work- Merchant Support Specialist I PRIORITIZE PST 9-5 AS MAIN SHIFT Remote About the Team: DoorDash Online Ordering is on a mission to make operating a hospitality business a whole lot easier. Our innovative platform has all the tools merchants need all in one place reliable...Remote workFlexible hoursShift workNight shiftWeekend work
$230k - $265k
...key components of our partner platform infrastructure, including partner data ingestion and sharing systems and public APIs, and external webhook delivery systems, and lead exciting new initiatives leveraging our partner-facing interfaces You will drive impactful product...Work from homeFlexible hours- 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...
$109.2k - $135.5k
Bank Of America Credit Solutions Advisor II 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...Work at officeLocal areaFlexible hoursShift workDay shift- 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
- Why Polar? It's never been easier to build, ship and scale software. But it's never been harder to monetize it. Modern startups look fundamentally different than prior generations: Smaller teams Exponential revenue growth relative to headcount Higher variability in costs...
- Join Our Team as a Merchant Onboarding Specialist Location: San Francisco, CA - Be at the heart of innovation in one of the most dynamic cities in the world. Enjoy the vibrant tech scene and a culture of creativity and collaboration. About the Role As a Merchant...Local area
- Early Warning is seeking a Sr. Customer Success Manager - Merchants in San Francisco to own strategic merchant relationships, drive activation, adoption, and revenue growth, and coordinate across Paze partners. You will lead cross‑functional teams, influence C‑suite decisions...Remote work
- 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...
- Polar is seeking a Merchant Support Specialist to be on the front lines helping merchants succeed. You’ll troubleshoot, answer questions, and collaborate with Product and Engineering to improve the merchant experience. As part of a small team, you’ll shape processes, improve...
- 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...
- About the Team The Live Order Experience team makes sure every order that leaves a merchant's kitchen shows up exactly the way the customer ordered it. We partner closely with merchants to get to the root cause of order quality issues and build the tools, policies, and ...Hourly payWork at officeLocal areaRemote workFlexible hours
- About the Team Our New Verticals team launched in 2020 with the purpose of delighting our customers and empowering local communities outside of just restaurants. Since then, we’ve launched Grocery, Convenience, Alcohol, Retail, and DashMarts while also building merchant...Hourly payWork at officeLocal areaFlexible hoursShift work
$30 - $37 per hour
Overview Our client, an American retailer that owns and operates 4 brands that are well known, is looking for someone to join their team as an Assistant Merchant . This role is in San Francisco, California. This is a 5 month W2 contract Base pay range $30.00/hr - $37.00...Contract work
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