PGIM Global Wealth - External Wholesaler for RIA (Northwest)
ExternalPart-timeRemote1w ago
ClassificationLeadershipLessPhoenix
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Responsibilities
- 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.
Requirements
- 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.
- About PGIM Global Wealth
- #LI-REMOTE
- 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.
- Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.
Benefits
Health insuranceDental insuranceVision insurance401(k)Paid time offRemote work optionsEquity / stock optionsPerformance bonusParental leave
Additional Information
Job Classification: Sales - Sales At PGIM Global Wealth, we consider it a great privilege and responsibility to help investors participate in opportunities across the global markets while meeting their toughest investment challenges. We offer a diversified suite of actively managed funds across a broad spectrum of asset classes and investment styles, with over $95 billion in assets under management. This role can be Based in Colorado (Denver), Washington (Seattle), or Arizona (Phoenix). Coverage will be 7 states Northwest down to Arizona (not California)
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