PGIM - Associate, North American Distribution

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

Benefits offered by this job

Medical, dental, vision

401(k) with company match

Pension plan

Wellness programs

Education benefit

Employee stock purchase plan

Job summary

Prudential Financial, Inc. seeks an Associate on the North American Distribution team to support senior sales professionals in developing relationships and raising capital across PGIM’s investment platform.

You will work with clients, consultants, and investment professionals to drive opportunities and deliver accurate materials. The role requires 3–5 years in asset management, strong Excel/PowerPoint skills, CRM experience, and progress toward CFA/CAIA designation, with a base salary range

Qualifications

• 3–5 years of experience in asset management.
• Familiarity with institutional investor types, investment consultants, and the manager search process.
• Advanced proficiency in Microsoft Excel and PowerPoint, and the broader Office Suite.

Responsibilities

• Support senior sales professionals in covering territories and client segments, fostering relationships and advancing opportunities.
• Prepare for and attend prospect and client meetings, coordinate logistics, and draft meeting notes and follow‑ups.
• Partner with sales and investment teams to identify prospects and prepare analyses that position PGIM strategies.

Skills

Excel

PowerPoint

CRM systems

Education

Finance degree

Economics degree

Accounting degree

Tools

Salesforce

eVestment

Preqin

With Intelligence

Job description

Job Classification: Investment Management - Investments

What you will do

As an Associate on the North American Distribution team, you’ll serve as a key partner to senior sales professionals, supporting their efforts to develop new relationships, deepen existing ones, and raise capital across PGIM’s investment platform. The role offers high visibility internally, regular interaction with clients, consultants, and PGIM investment professionals, and meaningful opportunities for professional growth and development.

What you can expect

• Support senior sales professionals in covering their territories and client segments—fostering relationships, advancing opportunities, and managing day-to-day business activities
• Prepare for and attend prospect and client meetings, including coordinating logistics, assisting in the production of meeting books and pitchbooks, and drafting meeting notes and follow‑ups
• Partner with sales and investment teams to proactively identify prospects and prepare analyses that position PGIM strategies effectively
• Respond to client, prospect, and consultant inquiries, including data requests, strategy materials, and search‑related information
• Coordinate responses to RFPs, RFIs, and due diligence questionnaires (DDQs) alongside the RFP, product, marketing, and compliance teams
• Conduct research and competitive analysis on institutional investors, consultants, peer managers, asset allocation trends, and industry developments
• Maintain accurate CRM (Salesforce) data—logging call notes, updating opportunities, and contributing to pipeline tracking, business metrics, and reporting
• Leverage core sales and research tools, including Salesforce, eVestment, Seismic, With Intelligence, FinSearches, Preqin, and various other industry databases
• Coordinate across Portfolio Management, Product Specialists, Marketing, Consultant Relations, Client Management, Sales Enablement, Legal, and Compliance to deliver accurate, approved materials
• Contribute to broader team initiatives focused on business growth, process improvement, and strategic priorities

What you will bring

• 3-5 years of experience in asset management.
• Familiarity with institutional investor types, investment consultants, and the manager search process.
• Advanced proficiency in Microsoft Excel and PowerPoint, and the broader Microsoft Office Suite.
• Experience with Salesforce or other CRM platforms, and investment databases such as eVestment, Preqin, or With Intelligence.
• FINRA Series 7, FINRA Series 63, and NFA Series 3 (or willingness to obtain)
• Progress toward the CFA or CAIA designation
• Bachelor’s degree in Finance, Economics, Accounting, Business, Data Analytics, Statistics, or related disciplines; all majors considered.
• Excellent written and verbal communication skills, with the ability to build relationships and present information clearly to clients, colleagues, and senior management.
• Proven ability to multitask, prioritize competing deadlines, and work well under pressure with strong follow‑through.

Note: Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $95,000 to $130,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits.

About PGIM’s Institutional Client Group

PGIM’s Institutional Client Group North American Distribution team sits at the heart of how we connect the world’s largest institutional investors—public and corporate pension plans, Taft‑Hartley plans, insurers, sovereign wealth funds, endowments, foundations, and the consultants who advise them—with PGIM’s investment capabilities across public and private markets.

Working across consultant relations, client relationship management, sales enablement, and various other internal teams, the distribution group builds and deepens investor partnerships, positions PGIM’s strategies in the marketplace, and drives the continued growth of the firm’s institutional business.

What we offer you:

• Market competitive base salaries, with a yearly bonus potential at every level.
• Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave.
• 401(k) plan with company match (up to 4%).
• Company-funded pension plan.
• Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs.
• Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
• Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.
• Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period).
• Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance.
• To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers.

Some of the above benefits may not apply to part‑time employees scheduled to work less than 20 hours per week.

Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law.

To maintain the integrity and security of our hiring process, Prudential may use identity verification technologies. Your consent will be obtained before any verification takes place.

PGIM, the global asset management business of Prudential Financial, Inc. (NYSE: PRU), is a global investment manager with US $1.3 trillion in assets under management as of Dec. 31, 2023. With offices in 18 countries, PGIM’s businesses offer a range of investment solutions for retail and institutional investors around the world across a broad range of asset classes, including public fixed income, private fixed income, fundamental equity, quantitative equity, real estate, and alternatives. For more information about PGIM, visit pgim.com.

Prudential Financial, Inc. (PFI) of the United States is not affiliated in any manner with Prudential plc, incorporated in the United Kingdom, or with Prudential Assurance Company, a subsidiary of M&G plc, incorporated in the United Kingdom. For more information please visit news.prudential.com. PGIM Inc. (PGIM) is the principal asset management business of Prudential Financial, Inc. (PFI), a company incorporated and with its principal place of business in the United States. PFI of the United States is not affiliated in any manner with Prudential plc, incorporated in the United Kingdom or with Prudential Assurance Company, a subsidiary of M&G plc, incorporated in the United Kingdom. Our Commitment to an Inclusive Workplace Prudential Financial, Inc. serves its customers in more than 40 countries and territories, and we seek talented, creative individuals from a variety of backgrounds, worldviews, and life circumstances to work with us. We are focused on creating a fully inclusive culture, where all employees feel comfortable bringing their authentic selves to work. We don’t just accept difference—we celebrate it, support it, and thrive on it. At Prudential, employees have a unique opportunity to build their career path by owning their development, their career, and their future. We encourage employees to hone their skills and explore continued opportunities within Prudential.