PGIM - Executive Sales Assistant
Prudential Financial
Executive Sales Assistant (ESA)
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.
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 as Seismic 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.
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.
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).
Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.
Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law.
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