Prudential Financial

PGIM Global Wealth - External Wholesaler for RIA (Northwest)

Prudential Financial$90K — $130K *
US-AnywhereRemote in Centennial, CO
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of experience in asset management distribution
  • 3-5 years of sales experience with financial intermediaries
  • Strong territory management and sales skills
  • Required licenses: Series 7 and Series 63 or 65
  • Ability to work autonomously and drive objectives

Responsibilities

  • Represent PGIM investment vehicles to investment professionals
  • Engage with Senior Partners, CIO's, Directors of Research, and Financial Advisors
  • Provide technical information on products and competitive landscape
  • Differentiate PGIM investment strategies from competitors
  • Collaborate on quarterly business plans with business partners
  • Find creative strategies to introduce products to unfamiliar firms
  • Manage extensive travel in field (approximately 75% of time)

Benefits

  • Market competitive base salary with yearly bonus potential
  • Medical, dental, vision, and life insurance
  • Company-funded pension plan
  • 401(k) plan with company match
  • Employee Stock Purchase Plan at discounted rates
  • Wellness Programs supporting personal wellbeing
  • Education benefits for college and certification programs
Full Job Description
Job Classification:
Sales - Sales

This role can be Based in Colorado (Denver), Washington (Seattle), or Arizona (Phoenix). Coverage will be 7 states Northwest down to Arizona (not California)

What you will do
  • The External Wholesaler for RIA & Consultant Relations is responsible for representing all PGIM investment vehicles including Mutual funds, ETF's, CIT's, Institutional & Retail SMA's, Limited Partnerships, & 401(k) platforms) to investment professionals in their respective territory.
  • The External Wholesaler will engage Senior Partners, CIO's, Directors of Research, Research Analysts, Financial Advisors and Consultants. Firms will consist of Independent RIA's, Independent Trust Companies, Family Offices, small-mid size Endowments / Foundations.
  • The wholesaler will provide technical information on the products they represent, demonstrating a solid understanding of the competitive landscape, 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 has access to a major airport that serves all of their respective states.
  • Wholesaler will be able to clearly differentiate our investment strategies and articulate the benefits relative to our competitors.


What you can expect
  • Providing technical information to advisors and investment committee members at RIA's.
  • Finding creative ways to gain access for our products to RIA firms that aren't familiar with PGIM Global Wealth.
  • Working with other business partners to align activities and plans for the given region and RIA Firms.
  • Design collaborative quarterly business plans for their region around meeting each of the above objectives.


What you will bring
  • The candidate must be 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 75% of the time.
  • Required licenses: Series 7 and Series 63 or 65.


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 Programsincluding 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.

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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