External Wholesaler: RIA & Advisor Relations, NW

Prudential Financial; United States; On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical, dental, vision, life

401(k) with company match up to 4%

Pension plan

Wellness programs

Education benefit

Employee stock purchase plan

Annual incentive program

Job summary

PGIM Global Wealth is seeking an External Wholesaler to represent mutual funds, ETFs, and related investment vehicles to RIAs and consultants in designated territories. The role requires building senior-level relationships and delivering technical product information while differentiating PGIM strategies from competitors.

The position involves extensive travel (about 75%), collaborating with partners to align regional plans, and developing quarterly business plans.

Qualifications

• 5–7 years of experience in asset management distribution.
• 3–5 years of sales experience directly to financial intermediaries.
• Must travel approximately 75% of the time.
• Series 7 and Series 63 or 65 licenses required.

Responsibilities

• Represent PGIM investment vehicles to investment professionals in the territory.
• Engage Senior Partners, CIOs, Directors of Research, Research Analysts, Financial Advisors and Consultants.
• Differentiate investment strategies and articulate benefits relative to competitors.
• Design collaborative quarterly business plans for the region.

Skills

Territory management

Sales to financial intermediaries

Travel heavy

Communication

Job description

PGIM Global Wealth is seeking an External Wholesaler to represent mutual funds, ETFs, and related investment vehicles to RIAs and consultants in designated territories. The role requires building senior-level relationships and delivering technical product information while differentiating PGIM strategies from competitors.

The position involves extensive travel (about 75%), collaborating with partners to align regional plans, and developing quarterly business plans.