Vice President, Territory Advisory Consultant (Remote)

Prudential Financial

1d • Remote

About The Position

The VP, Wealth Consulting (WC) is accountable for achieving Assets Under Management (AUM) growth, increased GDR and increased number of financial professionals active on the Investment platform within their territory. The role also drives growth in Financial Planning and supports our Recruiting efforts. The WC Works closely with financial professionals and field leadership. The Wealth Consultants are accountable for boosting advisor productivity in the field and increasing adoption of recurring revenue products and deepening the focus on advisory and financial planning Through strong business relationships with Territory Leadership, they coach at the local level to strengthen and enhance the financial professionals’ skills and elevate the investment and financial planning knowledge of field leadership. The Wealth Consultant will also deliver product information, competitive data, and provide strategic guidance to financial professionals and field leadership in 1:1 or group settings. The Wealth Consultants will serve as a strategic advocate for field advisors by influencing our broker dealer, platform evolution, and service improvements based on real time advisor needs. The Wealth Consultant is part of a team reporting to the Vice President, Wealth and Financial Planning. The Wealth Consultant will collaborate with the Advisor Services product management team and with Learning and Business Consulting to drive results, increase technology adoption and share uncovered training needs. All materials, concepts and ideas that Wealth Consultants deliver must be compliance approved. Significant travel is anticipated.

Requirements

• Demonstrates executive presence, builds a strong personal brand, and establishes credibility as a field leader
• Able to lead through influence even without formal authority
• Extensive understanding of sales metrics, territory dynamics, and what levers to pull to elevate firm performance
• Focused on driving growth through data-informed decisions and strategic pressure points
• Deep experience in financial services, spanning products, operations, advisory, and negotiations
• Combines historical knowledge with practical know-how to navigate complexity and build field credibility
• Understanding of the sales process and ongoing activity pertaining to maintain and growing AUM
• Anticipates advisor needs and designs creative, high-impact programs that resonate
• Knows how to package and promote initiatives to drive advisor engagement and participation
• High motivation and energy with the ability to drive production, AUM and revenue objectives relatively autonomously
• Familiarity with tools such as e-Money, Nitrogen, Morningstar Analytics etc.
• Solid understanding of compliance
• Series 7 & 65 or 66 within 90 days and prior investment or wholesaler experience a plus
• Significant travel is anticipated

Nice To Haves

• Industry recognized designations such as ChFC, CFP are highly desirable
• Series 7 & 65 or 66 within 90 days and prior investment or wholesaler experience a plus

Responsibilities

• Achieving Assets Under Management (AUM) growth
• Increasing GDR
• Increasing number of financial professionals active on the Investment platform within their territory
• Driving growth in Financial Planning
• Supporting Recruiting efforts
• Boosting advisor productivity in the field
• Increasing adoption of recurring revenue products
• Deepening the focus on advisory and financial planning
• Coaching at the local level to strengthen and enhance the financial professionals’ skills
• Elevating the investment and financial planning knowledge of field leadership
• Delivering product information, competitive data, and provide strategic guidance to financial professionals and field leadership in 1:1 or group settings
• Serving as a strategic advocate for field advisors by influencing our broker dealer, platform evolution, and service improvements based on real time advisor needs
• Collaborating with the Advisor Services product management team and with Learning and Business Consulting to drive results, increase technology adoption and share uncovered training needs

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
• Education Level: No Education Listed