PGIM Global Wealth - External Wholesaler for RIA (Northwest)
PGIM
Job Classification:Sales - SalesAt 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 WealthPGIM 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.#LI-REMOTEWhat 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. 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. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week. 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. If you need an accommodation to complete the application process, please email View email address on job-api.jobget.com. If you are experiencing a technical issue with your application or an assessment, please email View email address on job-api.jobget.com to request assistance.SummaryLocation: Centennial, CO, USA; CO-Virtual OfficeType: Full time
$52.5k - $96.25k
...the company's success. As a Financial Advisor within PNC's Wealth Management organization, you will be based in the Denver, CO market... .... Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity...SuggestedFull timeTemporary workPart timeWork experience placementWork at office$195k - $210k
..., safety, workforce, or regulatory risk, in alignment with the Global Policies and Standards.This role is based in Denver, CO or Ashburn... ..., hallucination risk, unauthorized context expansion, and external model training exposure.Ensure sensitive enterprise, operational...SuggestedFull timeTemporary workLocal areaFlexible hours$147.42k - $180.18k
...you excel at—all from Day One.Job Description U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their... ...relationships. The PWA is responsible for growth through internal and external sales and development of new client relationships within PWM. A...SuggestedFull timeWork experience placementLocal area- ...innovative thinking meets disciplined investing as we challenge the status quo and help clients achieve what matters most. Schwab Wealth Advisory Schwab Wealth Advisory is a fee‑based, non‑discretionary investment advisory solution built on trust, personalized service...SuggestedWork at office
$125k - $200k
...families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and... ...task lists and deliverables, and liaise with service teams and external providers. Prepare tailored financial reports and analyses...SuggestedPermanent employmentTemporary workWork at officeFlexible hours- About this role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team responsible for delivering sophisticated investment solutions to High Net Worth and Ultra High Net Worth clients. This leader will partner closely with Private...Full timeWork experience placementWork at office
$107k - $169k
...About us One team. Global challenges. Infinite opportunities. At Viasat, we're on a mission to deliver connections with the capacity... ...Estate Partner with internal lease administration teams and external providers to monitor lease events, critical dates, and market...Permanent employmentLocal areaFlexible hours- ...communications, earnings materials, Board-level reporting, or external‑facing financial communications. ~ Strong executive presence... ...stakeholder groups. ~ Experience within financial services, banking, wealth management, brokerage, asset management, or other regulated...Relocation
$97k - $122k
...accounting, financial reporting and analysis functions within the External Reporting group in preparation and filing of financial reports... ...purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact...Full timeContract workWork experience placementWork at officeRemote workWorldwide$173k - $215k
...platform strategies to senior leadership and external stakeholders. Support strategic... ...Experience supporting asset management, wealth management, fintech, hedge funds, institutional... ...people live their best lives. As a leading global investor and employer, the company seeks...Full timeContract workWork at officeRemote workWorldwideWork visaRelocation package3 days per week$26 - $28.84 per hour
...into some nuts and bolts of what we're looking for. Don't let the wealth of details overwhelm you. We believe in you. You can do it.... ...uses of business cash flow. Depending on borrow complexity uses global analysis for both commercial and consumer requests. Completes...Hourly payWork at office$92.4k - $160k
...security through the power of cloud and emerging technology? The AWS Global Government Delivery Organization (GGDO) is seeking a Software... ...AWS or cloud technologies- Experience in handling internal & external audits- CSAM (Certified Software Asset Manager) or NPMA...Contract workFor contractorsFlexible hours$85k - $145k
...,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer... ...information about the ranking criteria methodology here.Job Summary:The Wealth Advisor focuses on deepening relationships with an established...Temporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$60k
Description WHO ARE WE: Alerus is a commercial wealth bank and national retirement provider with one core purpose: helping clients achieve their financial goals. We are driven by a shared commitment to always do the right thing; leading with integrity and providing valued...Work experience placementLive inWork at officeFlexible hours- ...more than 110 million people every day by advancing their health, wealth, and careers. We're in the business of creating exciting and... ...members of client teams What's in it for you? We are the global leader in the human resources consulting. As part of Mercer,...Minimum wageWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week
$119.1k - $239.3k
...leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering... ...funding, and investor fundingCoordinate with both internal and external auditors with all aspects of the annual auditManage/assist in...Full timeWork experience placementInternshipWork at officeLocal area- ...Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior... ...strategic platform of one of the largest and most successful RIAs in the country. We bring together holistic financial planning...
$97.75k - $115k
...,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer... ...face a unique set of financial advantages and challenges. Regis Wealth Advisors work hand-in-hand with these clients to help them make...Temporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$177k - $300k
...difference. Join us!Job Description:This job is responsible for serving as a specialized resource for Advisor teams who are interested in wealth planning services to address their high- and ultra-high net worth clients' trust, estate/wealth transfer, and financial planning...Full timeWork experience placementLocal areaWork from homeShift workDay shift$96k - $181k
...their existing book as well as collaborating with internal and external partners to acquire new and deepen existing Key Bank client relationships... ....Develops and maintains an in-depth knowledge of financial wealth management and brokerage investment advisory services and...Full timeWork experience placementWork at officeLocal areaFlexible hoursNight shift$105k - $180k
...Remote, Hybrid, or In-office A Day in the LifeA typical day as a Wealth Transition Services Tax Manager might include the following:... ...planning knowledge.Managing client relationships internally and externally by proactively seeking solutions that add value to the client experience...Work at officeLocal areaRemote workVisa sponsorship- ...is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with... ...client relationships. Coordinate with our external and internal team members to follow up on and...Full timeWork at office
$20.67 - $31.25 per hour
...business partners - focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence. Ensuring compliance with operational, risk, security and audit procedures and policies including appropriate...Hourly payWork experience placementDay shift$20 per hour
...educating clients and associates about our digital banking platforms. This includes, but is not limited to, online banking and bill pay/external transfers, mobile banking app to include text alerts and mobile deposits, usage of smart ATM/ITM's, usage of chat box, and all...Hourly payTemporary workWork at office$111.2k - $190.3k
...leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering... ...Digital delivers the technology that enables high quality external assurance engagements across the U.S. and the global network....Full timeWork experience placementInternshipLocal area$99k - $266k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob Description & SummaryAt PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help...Full timeH1b$95k - $110k
...,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer... ...was designed to help them not worry about money. The Associate Wealth Advisor I focuses on deepening relationships with an established...Temporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours- ...recommendations for change.Provide customer service support to internal and external clients for basic inquiries and questions.Have some knowledge... ...inquisitive mindset.When you join CBRE, you become part of the global leader in commercial real estate services and investment that...Hourly payWork at officeVisa sponsorship
$80.1k - $95k
...excited to be adding a new Financial Analyst (III) role to our Global Supply Chain finance team! As a Financial Analyst, you will work... ...collaboration skills. This role also involves engaging with external clients and partners; therefore, strong customer service orientation...Hourly payFull timeTemporary workWork experience placementWork at officeLocal areaWork from homeMonday to FridayShift workNight shiftWeekend work- ...clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase... ...are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity...Immediate startAfternoon shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to PGIM Global Wealth - External Wholesaler for RIA (Northwest). Be the first to apply!


