PGIM Global Wealth - External Wholesaler for RIA (Northwest)
Prudential Financial
Sales - External Wholesaler for RIA & Consultant Relations
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).
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.
About PGIM Global Wealth:
PGIM Global Wealth is a diversified distributor of asset management capabilities, with over 100 actively managed funds globally. We are dedicated to helping clients tackle their toughest investment challenges and base the foundation of our investment strategy around collaboration and innovation. Our leadership team encourages innovative ideas and challenging the status-quo and are committed to developing talent for long-term success.
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