PGIM Global Wealth - Vice President, Fixed Income Specialist

Prudential Financial

4d

About The Position

This individual is responsible for supporting the PGIM Global Wealth generalist wholesalers and client engagement team across the Western region of the United States. The Portfolio Strategist is focused on promoting the distribution of the firm’s suite of fixed income Mutual Funds and ETFs to financial advisors, RIAs, family offices, and institutional clients. This person is the subject matter expert, delivering insights, education, and strategic guidance to help clients integrate these solutions into their portfolios. This is a regional coverage role and, as such, the individual can be based anywhere within the region. What you can expect Become an internal expert on PGIM’s public and private fixed income strategies and global macro-economic outlook, to communicate perspectives effectively and persuasively to clients and prospects. Travel domestically with affiliated mutual fund regional coordinators to convey market perspectives and strategy insights to financial advisor clients/prospects across all distribution channels. Interact regularly with senior investment professionals and attend internal investment meetings to ensure deep and current understanding of positioning and outlook. Ensure internal partners are fully informed, trained, and supported on products and capabilities. Maintain thorough ongoing analysis of key strategies to be used to position capabilities versus peers

Requirements

• 10 years+ Financial Services/investment management experience with specific client-facing experience as a Portfolio Strategist / Client Portfolio Manager.
• Series 7 and 63 required.
• Subject matter expertise in fixed income and a demonstrable ability to communicate fixed income concepts in a succinct and digestible manner.
• Confidence and presence for both one-on-one and large audience formats which can help drive clients and prospects to action and strengthen and build relationships.
• A deep understanding of investment processes including portfolio and risk management, and the ability to effectively convey key differentiators.
• An ability to effectively grasp important, value-added aspects of each strategy that will enable the candidate to successfully represent PGIM’s private and public fixed income capabilities to a sophisticated client / prospect base.
• Genuine team player with a collaborative style; able to build partnerships and relationships based on trust and credibility.
• Strong understanding of retail distribution and the asset management industry and products, including mutual funds, ETFs, SMAs and alts.
• Highly responsive, flexible, and oriented toward meeting and exceeding the needs of clients and prospects.
• B.A or B.S. degree

Nice To Haves

• MBA and CFA designation strongly preferred.

Responsibilities

• Become an internal expert on PGIM’s public and private fixed income strategies and global macro-economic outlook, to communicate perspectives effectively and persuasively to clients and prospects.
• Travel domestically with affiliated mutual fund regional coordinators to convey market perspectives and strategy insights to financial advisor clients/prospects across all distribution channels.
• Interact regularly with senior investment professionals and attend internal investment meetings to ensure deep and current understanding of positioning and outlook.
• Ensure internal partners are fully informed, trained, and supported on products and capabilities.
• Maintain thorough ongoing analysis of key strategies to be used to position capabilities versus peers

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.
• 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: Mid Level