PGIM Global Wealth - External Wholesaler for RIA (Northwest)

Prudential Financial, Inc in; Centennial (CO); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Market-competitive salary

Medical & Dental

401(k) match

Pension plan

Wellness program

Education benefits

Employee stock purchase

Job summary

PGIM Global Wealth is seeking an External Wholesaler for RIA in the Northwest region, based in CO (Denver), WA (Seattle), or AZ (Phoenix). The role entails representing a broad range of investment vehicles to investment professionals and building strong relationships with RIAs, independent advisers, and consultants.

You will present technical information about products, differentiate strategies, and collaborate with regional partners to meet quarterly goals while traveling extensively to cover a

Qualifications

• 5-7 years of experience in the asset management distribution industry.
• 3-5 years of sales experience directly to financial intermediaries.
• High travel willingness with approximately 75% travel.
• Must have Series 7 and Series 63 or 65 licenses.

Responsibilities

• Represent PGIM investment vehicles to investment professionals in the Northwest territory.
• Engage Senior Partners, CIOs, and financial advisors; build relationships with RIAs and consultants.
• Provide technical product information and competitive landscape context to clients.
• Develop quarterly business plans for the region with cross-functional partners.

Skills

Territory management

Sales to intermediaries

Asset management knowledge

Education

Bachelor's degree in related field

Tools

CRM software

MS Office

Job description

PGIM Global Wealth - External Wholesaler for RIA (Northwest) (Finance)

Job Classification: Sales - Sales

At 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.

This role can be Based in Colorado (Denver), Washington (Seattle), or Arizona (Phoenix). Coverage will be 7 states Northwest down to Arizona (not California)

What you will do

• The External Wholesaler for RIA & Consultant Relations is responsible for representing all PGIM investment vehicles including Mutual funds, ETF's, CIT's, Institutional & Retail SMA's, Limited Partnerships, & 401(k) platforms) to investment professionals in their respective territory.
• The External Wholesaler will engage Senior Partners, CIO's, Directors of Research, Research Analysts, Financial Advisors and Consultants. Firms will consist of Independent RIA's, Independent Trust Companies, Family Offices, small-mid size Endowments / Foundations.
• The wholesaler will provide technical information on the products they represent, demonstrating a solid understanding of the competitive landscape, 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 has access to a major airport that serves all of their respective states.
• Wholesaler will be able to clearly differentiate our investment strategies and articulate the benefits relative to our competitors.

What you can expect

• Providing technical information to advisors and investment committee members at RIA's.
• Finding creative ways to gain access for our products to RIA firms that aren't familiar with PGIM Global Wealth.
• Working with other business partners to align activities and plans for the given region and RIA Firms.
• Design collaborative quarterly business plans for their region around meeting each of the above objectives.

What you will bring

• The candidate must be 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 75% of the time.
• Required licenses: Series 7 and Series 63 or 65.

About PGIM Global Wealth

PGIM 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.

#LI-REMOTE

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), after one year of service.

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 .