PGIM Global Wealth - External Wholesaler

Prudential Annuities Distributors (PAD); Wauwatosa (WI); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) with company match

Pension plan

Paid Time Off

Employee Stock Purchase Plan

Job summary

PGIM Global Wealth is seeking an External Wholesaler to represent mutual funds, ETFs, SMAs, alt investments across retail and retirement platforms to investment professionals in their territory.

The role emphasizes raising net new assets, servicing existing clients across Wirehouses, Regional Broker Dealers and RIAs, and differentiating strategies with expert market knowledge. Occasional travel is required to meet clients and collaborate with internal teams.

Qualifications

• 5–7 years of experience in asset management distribution.
• 3–5 years of sales to financial intermediaries.

Responsibilities

• Represent PGIM Global Wealth products to investment professionals in the assigned territory.
• Raise net new assets and service existing client bases across wirehouses, regional broker-dealers and RIAs.
• Differentiate investment strategies and provide technical information to clients.

Skills

Territory management

Sales to financial intermediaries

Asset management distribution

Communication skills

Travel readiness

Tools

Series 7 license

Series 63/65 license

Job description

Job Classification:Sales - SalesAt PGIM Global Wealth, we consider it a great privilege and responsibility to help investors participate in opportunities across the global markets while meeting their toughest investment challenges. We offer a diversified suite of actively managed funds across a broad spectrum of asset classes and investment styles, with over $95 billion in assets under management.Coverage will be Missouri and Iowa with the expectation that the person is based in the region.Firms targeted will include Ameriprise, Cetera, LPL, Osaic, Raymond James, Wells, etc.What you will doThe External Wholesaler is responsible for representing all PGIM Global Wealth products and vehicles including Mutual funds, ETF’s, SMA’s, Alternative Investments, CIT’s across retail and retirement platforms to investment professionals in their respective territory.The External Wholesaler is responsible to raising net new assets for the firm and servicing the firms existing client base across Wirehouses, Regional Broker Dealers and RIA Aggregator firms.The wholesaler will be able to clearly differentiate our investment strategies, provide technical information and articulate the benefits relative to our competitors. They are expected to demonstrate expert level understanding of asset allocation, portfolio construction, capital markets, and industry related topics.They will be based out of their respective home office that’s required to be in one of the major zones within their geographic region and have access to a major airport that serves all of their respective states.What you can expectThis is a sales job with a pay for performance culture. You will be expected to meet specific sales targets across investment products, investment vehicles and investment firms.This position requires strong communication skills. You will be expected to be effective in communicating one-on-one, electronically and presenting in front of groups of financial professionals.This position demands that you are well organized, structured, and can be disciplined in sales systems and processes.You are expected to work with internal and external business partners to align resources to expected sales outcomes.What you will bringThe candidate must be self motivated with successful territory management and selling skills, and the ability to drive their objectives relatively autonomously.The candidate should have 5-7 years of experience in the asset management distribution industry, and 3-5 years of sales experience directly to financial intermediaries.The candidate will be required to travel extensively in the field, approximately 80% of the time.Required licenses: Series 7 and Series 63 or 65.About PGIM Global WealthPGIM Global Wealth is a diversified distributor of asset management capabilities, with over 100 actively managed funds globally. We are dedicated to helping clients tackle their toughest investment challenges and base the foundation of our investment strategy around collaboration and innovation. Our leadership team encourages innovative ideas and challenging the status-quo and are committed to developing talent for long-term success.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] you are experiencing a technical issue with your application or an assessment, please email [e-mail] to request assistance.