Investment Distribution Associate — Client Growth

Prudential Financial, Inc; Newark (NJ); On-site; USD 95,000 - 130,000; Full time

Benefits offered by this job

Market-competitive base + annual bonus

Medical, dental, vision, life, and STI

401(k) plan with company match

Company-funded pension plan

Wellness programs

Work/Life resources

Education benefit

Employee Stock Purchase Plan

Job summary

Prudential Financial, Inc. is seeking an Associate on the North American Distribution team to partner with senior sales professionals. You will help develop relationships, advance opportunities, and raise capital across PGIM's investment platform.

The role involves coordinating meetings, producing material, responding to inquiries, and supporting cross-functional teams to deliver approved client-ready materials. A strong background in asset management and client-facing skills are essential.

Qualifications

• 3-5 years of experience in asset management.
• 2+ years working with institutional investors and manager search processes.
• Advanced proficiency in Excel and PowerPoint; strong MS Office skills.
• Experience with Salesforce and investment databases such as eVestment/Preqin/With Intelligence.
• FINRA Series 7, 63, and NFA Series 3 (or willingness to obtain).
• Progress toward CFA or CAIA designation.
• Bachelor’s degree in Finance, Economics, Accounting, Business, Data Analytics, Statistics, or related fields.
• Excellent written and verbal communication; ability to build client relationships.

Responsibilities

• Support senior sales professionals in covering territories and client segments; foster relationships and opportunities.
• Prepare for and attend prospect/client meetings; draft meeting notes and follow-ups.
• Collaborate with sales and investment teams to identify prospects and prepare analyses.
• Respond to client/prospect/consultant inquiries and data requests.
• Coordinate responses to RFPs/RFIs and DDQs with cross-functional teams.
• Conduct research and competitive analysis on institutional investors and industry trends.
• Maintain Salesforce CRM data and update opportunities and pipeline.
• Utilize tools like Salesforce, eVestment, Preqin, With Intelligence, Seismic in workflow.
• Coordinate with Portfolio Management, Marketing, Legal, and Compliance to deliver approved materials.
• Contribute to team initiatives for growth and process improvement.

Skills

Asset management

CRM systems

Excel

PowerPoint

Salesforce

FINRA Series 7

FINRA Series 63

NFA Series 3

CFA/CAIA

Strong communication

Education

Bachelor's degree in Finance/Economics/Accounting/Business/Data Analytics/Statistics

Tools

Salesforce

eVestment

Preqin

With Intelligence

Seismic

FinSearches

Job description

Prudential Financial, Inc. is seeking an Associate on the North American Distribution team to partner with senior sales professionals. You will help develop relationships, advance opportunities, and raise capital across PGIM's investment platform.

The role involves coordinating meetings, producing material, responding to inquiries, and supporting cross-functional teams to deliver approved client-ready materials. A strong background in asset management and client-facing skills are essential.