Prudential Financial

PGIM - Executive Sales Assistant

Prudential Financial$85K — $95K *
Business Services
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor’s Degree preferred.
  • 7+ years as an executive assistant or in sales support roles.
  • Experience in fast-paced corporate environments.
  • Proficient in Salesforce, Seismic, PowerBI, Microsoft Office Suite, and Teams.
  • Strong attention to detail and editing skills.
  • Demonstrated professionalism and integrity.
  • Ability to work independently and prioritize under tight deadlines.

Responsibilities

  • Support the Business Development team and senior executives as an Executive Sales Assistant.
  • Manage CRM activities as a Salesforce power user.
  • Coordinate logistics for in-person, virtual, and hybrid meetings.
  • Prepare and secure meeting materials utilizing technology tools.
  • Update and maintain sales representatives’ client profiles and opportunities in Salesforce.
  • Handle scheduling, travel arrangements, and expense reimbursements for sales teams.
  • Ensure compliance approvals for client-related expenses and gifts.

Benefits

  • Opportunity to work in a hybrid environment, combining in-office and remote work.
  • Join a collaborative team within a leading institutional client group.
  • Engage in a dynamic role that involves various areas of project management and sales support.
Full Job Description

Job Classification:

Corporate - Administration

What you will do

The PGIM Institutional Client Group is seeking an Executive Sales Assistant (ESA) who will join the Group’s ESA team to support the Business Development team. The ideal candidate is someone who will thrive in a demanding work environment, has prior experience supporting senior executives and/or sales professionals and is willing to take ownership of a multitude of tasks in providing support for a designated team/sales region.

This is a hybrid role working out of our Newark office three days per week.

What you can expect

  • CRM Activities – Provide sales support as a power user of the Group’s Salesforce platform. Create organization and contact records, grant and remove access for client reporting and communication preferences, and build out contact and organization profiles in Salesforce through use of a variety of third-party data providers and data entry.
  • Enter call notes and top opportunities for sales representatives and proactively update top opportunities.
  • Review audit reports for assigned sales representatives from Salesforce and update records as needed. Pull client or fund manager profiles from databases like Preqin, MMD, etc.
  • Coordinate all meeting logistics for in person, virtual and hybrid meetings, including more advanced meetings such as roadshows, property tours, education sessions, or due diligence meetings (i.e., securing conference rooms, technology access, security, food & beverage, building agendas, obtaining materials).
  • Secure sales representative’s client meeting materials largely through technology tools (such asSeismic and Salesforce).
  • Manage the schedule/calendar for assigned sales representatives as needed and arrange travel and expense reimbursements.
  • Secure compliance approval and pre-approvals as needed for client gift and entertainment, travel, and related meeting expenses.

What you will bring

  • Bachelor’s Degree preferred.
  • 7 or more years of executive assistant, project management, sales support or other transferrable experience in a fast-paced and demanding environment.
  • Proficient in technology systems such as Salesforce, Seismic, PowerBI, Microsoft Word, Power Point, Excel, and Teams
  • Strong editing and proofreading skills and attention to detail.
  • High degree of professionalism and strong work ethic coupled with a sense of responsibility and integrity.
  • Flexibility to work the hours needed as required to meet business demands.
  • Ability to work collaboratively to problem-solve, and independently with minimal direction, work under tight time constraints, and be able to prioritize work.

Note: Prudential is required by state-specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $85,000 to $95,000. 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 Prudential Financial

Prudential Financial is a financial services company that specializes in the fields of investment management, life insurance, and retirement benefits. It focuses on helping individuals and institutional customers to grow and protect their wealth. The company also offers an inclusive work environment where employees can develop to their full potential, and give back to the communities where they live and work. Prudential Financial was founded in 1875 and headquartered in Newark, New Jersey.

Prudential Financial Careers

Join the esteemed ranks of Prudential Financial, a global leader in financial services, where your career is nurtured, your innovation valued, and your professional growth guaranteed. Work You’ll Do At Prudential Financial, we are committed to helping individuals and businesses tackle their financial challenges with robust solutions. As part of our team, you will lead efforts to innovate and expand our services, ensuring that we remain at the forefront of the financial industry. Transform the financial landscape with your expertise and join a team where diversity, leadership, and personal growth are not just encouraged but actively fostered. With Prudential Financial, you position yourself at the nexus of finance and cutting-edge innovation. Collaborate with a global network of professionals, dedicated to steering clients through their financial journeys with precision and foresight. Our culture thrives on teamwork, leadership, and a shared commitment to excellence. Prudential Financial Job Opportunities We are actively hiring and have a variety of job opportunities designed to bring out the best in each employee. From entry-level positions to leadership roles, Prudential Financial offers a path for every ambitious professional eager to make an impact in the financial sector. Do Innovative Work Join our team of over 40,000 professionals worldwide, working together to reshape the future of finance. At Prudential Financial, your skills in networking, strategic thinking, and leadership will drive change and foster an environment of continuous innovation and growth. Internship Programs Kickstart your career with a Prudential Financial internship. Our programs offer invaluable industry insights and hands-on experience, making them a perfect starting point for students and recent graduates eager to make their mark. Benefits and Culture Prudential Financial is not just about professional achievements but also about personal well-being. Our employees enjoy comprehensive benefits, including health, life, and disability insurance, retirement plans, and generous paid time off. More than just benefits, our company culture is built on mutual respect, inclusivity, and the collective pursuit of excellence. Future-Proof Your Career With Prudential Financial, career advancement is a reality. We provide extensive training and development programs, including leadership and diversity training, to ensure you are always ahead of the curve. Explore Discover how Prudential Financial leads the way in financial innovation and client service. Read more about our latest projects and the impact they have on our clients and the industry. Stay Connected Join Our Team Search open positions that match your skills and interests. We are looking for passionate, curious, and solution-driven team players. Explore Prudential Financial jobs today and find where you fit in our dynamic team. Keep Up to Date Stay informed with career tips, insider perspectives, and industry-leading insights you can put to use today—all from the people who work here. Job Alert Emails Customize your subscription to receive job alerts, the latest news, and insider tips tailored to your preferences. Discover the exciting and rewarding opportunities that await at Prudential Financial.
Learn more about Prudential Financial
Size
88 employees
Market Cap
$36.2 billion
Industry
Net Income
-$374 million
Founded
1875
5 Year Trend
+3.8%
Revenue
$57 billion
NASDAQ

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