PGIM Global Wealth - External Wholesaler for RIA (Texas)

Prudential • Austin, TX

49d • Onsite

About The Position

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. 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

• 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.

Responsibilities

• 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.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Insurance Carriers and Related Activities
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees