Territory External Wholesaler: Asset Management

PGIM, Inc.

Houston (TX)

On-site

USD 90,000 - 110,000

Full time

5 days ago

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Benefits offered by this job

Market-competitive salary

Medical/Dental/Vision

401(k) with match

Pension plan

Wellness programs

Work/Life resources

Education benefit

Employee stock purchase plan

Job summary

PGIM Global Wealth is seeking an External Wholesaler in South Texas to represent our mutual funds, ETFs, SMAs and related investments to investment professionals. You will drive net new assets and support existing relationships across Wirehouses, regional brokers, and RIAs.

The role requires 5–7 years in asset-management distribution, 3–5 years selling to financial intermediaries, and travel about 80%. Licenses Series 7 and Series 63 or 65 are required.

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 approximately 80% of the time.
Required licenses: Series 7 and Series 63 or 65.

Responsibilities

Represent all PGIM Global Wealth products and vehicles to investment professionals in the territory.
Raise net new assets for the firm and service existing client base across wirehouses and RIAs.
Differentiate investment strategies, provide technical information, and articulate benefits versus competitors.
Based out of a home office in the major zone of the geography with access to a major airport.

Skills

Territory management

Sales skills

Communication

Self-motivated

Autonomy

Travel readiness

Job description

The role requires 5–7 years in asset-management distribution, 3–5 years selling to financial intermediaries, and travel about 80%. Licenses Series 7 and Series 63 or 65 are required.

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