PGIM Global Wealth - External Wholesaler (South Texas)

Prudential Financial; Houston (TX); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

Annual bonus potential

Medical insurance

401(k) matching

Pension plan

Wellness program

Stock Purchase Plan

Paid time off

Job summary

Prudential Financial, through PGIM Global Wealth, seeks an External Wholesaler to promote a broad suite of investment products to financial professionals in South Texas. You will drive net new assets and service existing clients across wirehouses, regional broker-dealers, and RIAs, communicating complex strategies with clarity.

The ideal candidate will bring 5–7 years in asset management distribution and 3–5 years selling to intermediaries, with Series 7 and Series 63/65 licenses and readiness

Qualifications

• 5-7 years of experience in the asset management distribution industry.
• 3-5 years of sales experience directly to financial intermediaries.
• Willingness to travel extensively (about 80% of the time).
• Series 7 and Series 63 or 65 licenses are required.

Responsibilities

• Represent PGIM Global Wealth products to investment professionals within the territory across wirehouses, broker-dealers, and RIAs.
• Aim to raise net new assets while servicing the existing client base.
• Differentiate investment strategies and articulate benefits relative to competitors.
• Demonstrate expert understanding of asset allocation, portfolio construction, and capital markets.

Skills

Territory management

Sales experience

Communication skills

Networking

Job description

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. Coverage will be South Texas with the expectation that the person is based in the region.

What you will do

The 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 expect

This 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 bring

The 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.

Salary Range Disclosure

Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary for this role is $100,000. 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 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.

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 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.