Role overview

Qualifications

5-7 years of experience in the asset management distribution industry
3-5 years of sales experience directly to financial intermediaries
Series 7 and Series 63 or Series 65 licenses
Willingness to travel approximately 75% of the time

Responsibilities

Represent all PGIM investment vehicles (mutual funds, ETFs, CITs, institutional/retail SMAs, limited partnerships, and 401(k) platforms) to investment professionals in the territory
Engage senior partners, CIOs, directors of research, research analysts, financial advisors, and consultants at independent RIAs, independent trust companies, family offices, and endowments/foundations
Provide technical information on products, articulate competitive advantages, and differentiate PGIM strategies; apply knowledge of portfolio construction and capital markets; travel as required (about 75% of the time)
Collaborate with internal partners to align activities and design collaborative quarterly regional business plans to meet objectives

Key facts

Remote from: Colorado (USA)
Full time
Senior (5-10 years)
English

Hard skills

Mutual Funds Portfolio Management Cross-Functional Collaboration Investment Account Management Investment Account Management Sales Management Engineering Documentation Prospect Management Competitive Analysis Capital Markets Managed Accounts Outbound Sales Skills Financial Sales Region Management Stakeholder Engagement Limited Liability Product Knowledge Stakeholder Engagement

Other skills

Relationship Management
Communication
Negotiation
Time Management
Teamwork
Persuasive Communication
Relationship Building
Self-Motivation

About the company

PGIM Ireland

Do you imagine yourself in a career where you can balance your work life with your personal life? Are you hoping to develop your skillset and progress your career in a place where you can collaborate and consult with experts in their fields? Welcome to PGIM Ireland Work/life fit: Life in PGIM Ireland comes with many benefits that encourage a strong work/life balance for all our employees. We offer flexibility such as hybrid working, variable starting times and part time working arrangements. Career development and progression: PGIM Ireland invests heavily in Learning and Development, the philosophy being that extensive provisions are made for employees to own their careers. Each employee receives continuous training through their Individual Development Plan and, through our web-based training programme, employees are granted access to a wide range of online courses. Additionally, our educational assistance programme provides employees with an opportunity to realise their full potential and career aspirations through continuing education. As a result of these initiatives, many employees upskill and move into higher level roles within the organisation. Life in Donegal: It is no wonder Donegal was named the ‘Coolest Place on the Planet for 2017’ by National Geographic Traveller. From its blue flag beaches to its green headlands, Donegal is home to several scenic locations. Whether you’re looking for a taste of history at Glenveagh National Park or Grianán of Áileach or seeking adventure at Banba’s Crown or on the Cliff Coast, Donegal doesn’t disappoint.

Company details

Company size51 - 200

Links

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Job description

Job Classification:

Sales - Sales

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.

#LI-REMOTE

What 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 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. 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 accommodations.hw@prudential.com.

If you are experiencing a technical issue with your application or an assessment, please email careers.technicalsupport@prudential.com to request assistance.