PGIM Global Wealth - External Wholesaler for RIA (Northwest)

About the role

PGIM Global Wealth offers a diversified suite of actively managed funds across various asset classes and investment styles, with over $95 billion in assets under management. This role is based in Colorado (Denver), Washington (Seattle), or Arizona (Phoenix).

Responsibilities

• Represent 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.
• Engage Senior Partners, CIO’s, Directors of Research, Research Analysts, Financial Advisors and Consultants at RIA’s, Independent Trust Companies, Family Offices, small-mid size Endowments / Foundations.
• Provide technical information on the products they represent, demonstrating a solid understanding of the competitive landscape, portfolio construction, capital markets, and industry related topics.
• Differentiate our investment strategies and articulate the benefits relative to our competitors.
• Provide technical information to advisors and investment committee members at RIA’s.
• Find creative ways to gain access for our products to RIA firms that aren’t familiar with PGIM Global Wealth.
• Work with other business partners to align activities and plans for the given region and RIA firms.
• Create collaborative quarterly business plans for their region around meeting each of the above objectives.

Requirements

• Motivated with successful territory management and selling skills, and the ability to drive their objectives relatively autonomously.
• 5-7 years of experience in the asset management distribution industry, and 3-5 years of sales experience directly to financial intermediaries.
• Required licenses: Series 7 and Series 63 or 65.

Qualifications

• Strong communication and interpersonal skills.
• Ability to build relationships and collaborate with key stakeholders.
• Experience in the financial services industry, particularly in asset management distribution.
• Knowledge of the competitive landscape and industry trends.

Skills

• Technical knowledge of investment products and strategies.
• Excellent problem-solving and analytical skills.
• Effective presentation and negotiation skills.
• Strong organizational and time management skills.

Benefits

• 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.
• 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.

Pay

Market competitive base salaries, with a yearly bonus potential at every level.

Schedule

Extensive travel is required, approximately 75% of the time.