PGIM - Executive Sales Assistant

Prudential Financial, Inc in; Newark (NJ); Hybrid; USD 85,000 - 95,000; Full time

Benefits offered by this job

Base salary + bonus

Health insurance

401(k) match

Pension plan

Wellness program

Education benefit

Employee stock purchase plan

Job summary

PGIM - Executive Sales Assistant (Finance) within Prudential Financial, Inc. supports the Business Development team in a fast-paced, demanding environment, assisting senior executives and sales professionals with a wide range of tasks.

This hybrid role is based in our Newark office three days per week. Responsibilities include CRM activities in Salesforce, meeting logistics, travel arrangements, and securing approvals for client gifts and entertainment, helping drive business development efforts

Qualifications

• 7+ years of executive assistant, project management or sales support experience in a fast-paced, demanding environment.
• Proficient with Salesforce, Seismic, PowerBI and Microsoft 365 tools.
• Strong editing, proofreading, and attention to detail.

Responsibilities

• Provide sales support as a power user of Salesforce; manage records and data for client reporting.
• Enter notes and opportunities for sales reps; maintain up-to-date top opportunities.
• Coordinate meetings (in-person, virtual, hybrid) and arrange travel and expenses.
• Obtain compliance approvals for client gifts, travel and related expenses.

Skills

Salesforce

Seismic

PowerBI

MS Word

PowerPoint

Excel

Teams

Education

Bachelor's Degree

Tools

Salesforce

Seismic

PowerBI

Job description

PGIM - Executive Sales Assistant (Finance)

Job Classification: Corporate - Administration

What you will do

The PGIM Institutional Client Group is seeking an Executive Sales Assistant (ESA) who will join the Group's ESA team to support the Business Development team. The ideal candidate is someone who will thrive in a demanding work environment, has prior experience supporting senior executives and/or sales professionals and is willing to take ownership of a multitude of tasks in providing support for a designated team/sales region.

This is a hybrid role working out of our New ark office three days per week.

What you can expect

• CRM Activities - Provide sales support as a power user of the Group's Salesforce platform. Create organization and contact records, grant and remove access for client reporting and communication preferences, and build out contact and organization profiles in Salesforce through use of a variety of third-party data providers and data entry.
• Enter call notes and top opportunities for sales representatives and proactively update top opportunities.
• Review audit reports for assigned sales representatives from Salesforce and update records as needed. Pull client or fund manager profiles from databases like Preqin, MMD, etc.
• Coordinate all meeting logistics for in person, virtual and hybrid meetings, including more advanced meetings such as roadshows, property tours, education sessions, or due diligence meetings (i.e., securing conference rooms, technology access, security, food & beverage, building agendas, obtaining materials).
• Secure sales representative's client meeting materials largely through technology tools (such as Seismic and Salesforce).
• Manage the schedule/calendar for assigned sales representatives as needed and arrange travel and expense reimbursements.
• Secure compliance approval and pre-approvals as needed for client gift and entertainment, travel, and related meeting expenses.

What you will bring

• Bachelor's Degree preferred.
• 7 or more years of executive assistant, project management, sales support or other transferrable experience in a fast-paced and demanding environment.
• Proficient in technology systems such as Salesforce, Seismic, PowerBI, Microsoft Word, Power Point, Excel, and Teams
• Strong editing and proofreading skills and attention to detail.
• High degree of professionalism and strong work ethic coupled with a sense of responsibility and integrity.
• Flexibility to work the hours needed as required to meet business demands.
• Ability to work collaboratively to problem-solve, and independently with minimal direction, work under tight time constraints, and be able to prioritize work.

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 $85,000 to $95,000. 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. 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.

About the PGIM Institutional Client Group

The Institutional Client Group (ICG) is responsible for leading the development and implementation of the global strategy for PGIM's institutional client engagement, capital raising and business development activities across key markets and asset classes. The team partners closely with PGIM's investment, marketing and product teams to deliver solutions for our clients and consultants. The team also focuses on building and maintaining strong, long‑term relationships with the largest pensions, endowments, corporations, unions, sovereign wealth funds and family offices globally.

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.

If you need an accommodation to complete the application process, please email [e-mail].

If you are experiencing a technical issue with your application or an assessment, please email [e-mail] to request assistance.