PGIM Global Wealth - External Wholesaler (South Texas)

Prudential Financial • Houston, TX

12d • Remote

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. Coverage will be South Texas with the expectation that the person is based in the region. The External Wholesaler is responsible for representing all PGIM Global Wealth products and vehicles including Mutual funds, ETF’s, SMA’s, Alternative Investments, CIT’s across retail and retirement platforms to investment professionals in their respective territory. The External Wholesaler is responsible to raising net new assets for the firm and servicing the firms existing client base across Wirehouses, Regional Broker Dealers and RIA Aggregator firms. The wholesaler will be able to clearly differentiate our investment strategies, provide technical information and articulate the benefits relative to our competitors. They are expected to demonstrate expert level understanding of asset allocation, 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 have access to a major airport that serves all of their respective states.

Requirements

• Self-motivated with successful territory management and selling skills, and the ability to drive objectives relatively autonomously.
• 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 80% of the time.
• Required licenses: Series 7 and Series 63 or 65.

Responsibilities

• Representing all PGIM Global Wealth products and vehicles including Mutual funds, ETF’s, SMA’s, Alternative Investments, CIT’s across retail and retirement platforms to investment professionals in their respective territory.
• Raising net new assets for the firm and servicing the firms existing client base across Wirehouses, Regional Broker Dealers and RIA Aggregator firms.
• Clearly differentiate investment strategies, provide technical information and articulate the benefits relative to competitors.
• Demonstrate expert level understanding of asset allocation, portfolio construction, capital markets, and industry related topics.
• Meet specific sales targets across investment products, investment vehicles and investment firms.
• Communicate effectively one-on-one, electronically and presenting in front of groups of financial professionals.
• Work with internal and external business partners to align resources to expected sales outcomes.

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).
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed