Investment Wholesaler - RIA
PGIM
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.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.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.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. 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. 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. 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. 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 accommodations.If you are experiencing a technical issue with your application or an assessment, please email careers.CO-Virtual OfficeType: Full time
$52.5k - $96.25k
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...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- JPMorgan Chase & Co. in Greenwood Village, CO seeks a Private Client Banker in Branch Banking to serve affluent clients and manage their banking relationships with an advice-based approach. You will identify opportunities, welcome new clients, and coordinate referrals within...
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...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$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$92.4k - $160k
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$60k
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$200k - $225k
...across generations. Lido Advisors is seeking an experienced Private Wealth Advisor to serve high- and ultra-high-net-worth families, family... ...other platforms. Lido has been recognized on Barron’s Top 100 RIA Firms and Forbes America’s Top RIA Firms. Key Responsibilities...Work at office- ...PNC Wealth Management seeks a Financial Advisor based in Denver, CO to manage an investment and insurance book of business. You will consult on financial plans, build client relationships, and work within a collaborative branch network to deliver holistic advice. Expect...Work at office
- ...PNC Wealth Management is hiring a Financial Advisor to manage an assigned book of business in the Denver market. You’ll consult on investment and insurance strategies, develop personalized financial plans and build strong client relationships through networking and referrals...
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$97.75k - $115k
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...Counterparty Relationships Strengthen and expand relationships with global investment banks and broker-dealers. Increase access to... ...financing, borrow availability and execution. Represent the firm externally with key market participants. Leadership Work collaboratively with...Work experience placementFlexible hours
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