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PGIM Investments - Wire Channel External Wholesaler (North Florida)

PGIM

Jacksonville (FL)

On-site

USD 75,000 - 200,000

Full time

15 days ago

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Job summary

An established industry player is seeking a dynamic Wire Channel External Wholesaler to represent a diverse range of investment products across retail and retirement platforms. This role demands a self-motivated individual with strong sales skills and a deep understanding of asset management. You will work autonomously, driving sales targets while managing client relationships effectively. With a focus on innovative strategies and collaboration, this position offers a competitive salary and a comprehensive benefits package, including a 401(k) plan and wellness programs. If you are ready to make a significant impact in the investment landscape, this opportunity is for you.

Benefits

Medical, dental, vision insurance
401(k) plan with company match
Company-funded pension plan
Wellness Programs
Education Benefit
Employee Stock Purchase Plan
Paid Time Off (PTO)

Qualifications

  • 5-7 years in asset management distribution.
  • Strong communication and territory management skills.

Responsibilities

  • Represent PGIM investment products to financial professionals.
  • Raise new assets and service existing clients.

Skills

Sales Skills
Communication Skills
Territory Management
Asset Management Knowledge
Client Relationship Management

Education

Bachelor's Degree
Series 7 License
Series 63 or 65 License

Job description

PGIM Investments - Wire Channel External Wholesaler (North Florida)

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  • The External Wholesaler is responsible for representing all PGIM investment 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.

Job Classification:

Sales - Sales

What You Will Do

  • The External Wholesaler is responsible for representing all PGIM investment 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.

About PGIM Investments

PGIM Investments 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), 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 accommodations.hw@prudential.com.

If you are experiencing a technical issue with your application or an assessment, please email careers.technicalsupport@prudential.com to request assistance.
Seniority level
  • Seniority level
    Mid-Senior level
Employment type
  • Employment type
    Full-time
Job function
  • Job function
    Finance and Sales

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