RIA & Advisor Relations Wholesaler (NW Remote)

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 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