PGIM Global Wealth - External Wholesaler for RIA (Northwest)

Prudential Financial•Centennial, CO

13d•Remote

About The Position

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.

Requirements

5-7 years of experience in the asset management distribution industry.
3-5 years of sales experience directly to financial intermediaries.
Required to travel extensively in the field, approximately 75% of the time.
Required licenses: Series 7 and Series 63 or 65.
Motivated with successful territory management and selling skills.
Ability to drive objectives relatively autonomously.
Home office 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.

Responsibilities

Representing all PGIM investment vehicles to investment professionals in their respective territory.
Engaging Senior Partners, CIO’s, Directors of Research, Research Analysts, Financial Advisors and Consultants at Independent RIA’s, Independent Trust Companies, Family Offices, and small-mid size Endowments / Foundations.
Providing technical information on products, demonstrating a solid understanding of the competitive landscape, portfolio construction, capital markets, and industry related topics.
Clearly differentiating investment strategies and articulating benefits relative to competitors.
Providing technical information to advisors and investment committee members at RIA’s.
Finding creative ways to gain access for PGIM Global Wealth products to RIA firms.
Working with other business partners to align activities and plans for the given region and RIA Firms.
Designing collaborative quarterly business plans for their region.