PGIM - Executive Sales Assistant

Prudential Annuities Distributors (PAD); Newark (NJ); Hybrid; USD 85,000 - 95,000; Full time

Benefits offered by this job

Annual bonus potential

Medical, dental, vision insurance

401(k) match

Pension plan

Wellness program

Job summary

Prudential Financial, Inc. is seeking an Executive Sales Assistant to support the Business Development team within the PGIM Institutional Client Group. The role is hybrid, based in Newark, three days per week, and requires prior experience supporting senior executives and sales professionals.

You will manage CRM activities, opportunities, and meeting logistics for a demanding team. Ideal candidates bring a Bachelor’s degree and 7+ years of related experience, with proficiency in Salesforce,

Qualifications

• Bachelor’s degree preferred.
• 7+ years of executive assistant, project management, sales support or other transferrable experience in a fast-paced environment.
• Proficient in Salesforce, Seismic, PowerBI, Microsoft Word, PowerPoint, Excel, and Teams.
• Strong editing and proofreading skills and attention to detail.
• High degree of professionalism and strong work ethic with integrity.

Responsibilities

• CRM Activities – Provide sales support as a power user of Salesforce; create and manage records and reports.
• Enter call notes and top opportunities for sales reps and update opportunities.
• Review audit reports in Salesforce and update records.
• Pull client or fund manager profiles from databases (Preqin, MMD, etc.).
• Coordinate all meeting logistics for in-person, virtual and hybrid meetings.
• Secure sales materials for reps via Seismic and Salesforce.
• Manage schedules and travel/expenses for assigned reps; arrange reimbursements.
• Obtain compliance approvals for client gifts, entertainment, and related expenses.

Skills

Salesforce

Seismic

PowerBI

Microsoft Word

PowerPoint

Excel

Teams

Editing & proofreading

Professionalism & integrity

Time management

Education

Bachelor’s Degree

Tools

Salesforce

Seismic

PowerBI

Microsoft Word

PowerPoint

Excel

Teams

Job description

Job Classification: Corporate - Administration

Note: Prudential is required by state-specific laws to include the salary range for this role when hiring a resident in applicable locations.

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 Newark 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.

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.

Prudential Financial, Inc. (NYSE: PRU), a global financial services leader and premier active global investment manager with approximately $1.4 trillion in assets under management as of Dec. 31, 2023, has operations in the United States, Asia, Europe, and Latin America. Prudential’s diverse and talented employees help make lives better and create financial opportunity for more people by expanding access to investing, insurance, and retirement security. Prudential’s iconic Rock symbol has stood for strength, stability, expertise and innovation for 150 years. For more information please visit news.prudential.com.

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.

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 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.