External Wholesaler - RIA & Consultant Relations

Prudential Financial; Colorado; Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Market competitive salary

Yearly bonus potential

Medical, dental, and vision insurance

401(k) plan with company match

Employee Stock Purchase Plan

Job summary

A leading financial services firm is seeking an External Wholesaler for RIA & Consultant Relations based in Colorado. This role specializes in representing diverse investment vehicles to financial professionals, requiring strong territory management and sales skills. Candidates should have 5-7 years in asset management distribution and be licensed with Series 7 and Series 63 or 65. The position involves extensive travel and collaboration with RIA firms. Competitive compensation and benefits, including education assistance and a 401(k) plan, are offered.

Qualifications

• 5-7 years of experience in asset management distribution.
• 3-5 years of sales experience directly to financial intermediaries.
• Ability to travel 75% of the time.

Responsibilities

• Represent PGIM investment vehicles to investment professionals.
• Provide technical information on products and market insights.
• Develop quarterly business plans for the region.

Skills

Territory management

Sales skills

Engagement with financial advisors

Education

Licenses Series 7 and Series 63 or 65

Job description

A leading financial services firm is seeking an External Wholesaler for RIA & Consultant Relations based in Colorado. This role specializes in representing diverse investment vehicles to financial professionals, requiring strong territory management and sales skills. Candidates should have 5-7 years in asset management distribution and be licensed with Series 7 and Series 63 or 65. The position involves extensive travel and collaboration with RIA firms. Competitive compensation and benefits, including education assistance and a 401(k) plan, are offered.