About this role
Job title: External Wholesaler for RIA & Consultant Relations
About the Role PGIM Global Wealth External Wholesaler is responsible for representing all PGIM investment vehicles to investment professionals in their territory, including RIAs, consultants, and other financial intermediaries. This role focuses on developing relationships, providing technical product information, and differentiating PGIM's investment strategies in a multi-state Northwest region.
What You'll Do
- Represent all PGIM investment vehicles (Mutual funds, ETFs, CITs, Institutional & Retail SMA’s, LPs, 401(k) platforms) to investment professionals in the territory.
- Engage Senior Partners, CIOs, Directors of Research, Research Analysts, Financial Advisors and Consultants; firms include Independent RIAs, Independent Trust Companies, Family Offices, and small-mid endowments/foundations.
- Provide technical information on products, demonstrate understanding of competitive landscape, portfolio construction, capital markets, and related topics.
- Operate from home office within their zone with access to a major airport serving their states; ability to travel.
- Differentiate PGIM investment strategies and articulate benefits relative to competitors.
What We're Looking For
- Motivated with successful territory management and selling skills; ability to drive objectives autonomously.
- 5-7 years of asset management distribution experience and 3-5 years of sales to financial intermediaries.
- Willingness to travel extensively (approximately 75% of the time).
- Required licenses: Series 7 and Series 63 or 65.
Nice to Have
- Experience working with RIA firms and consultant relations (mentioned in responsibilities).
Compensation & Benefits
- Market-competitive base salary with annual bonus potential.
- Medical, dental, vision, life, and disability insurance; PTO and parental/military leave.
- 401(k) plan with company match up to 4%; company-funded pension plan.
- Wellness programs with up to $1,600/year in reimbursements; work-life resources.
- Education benefits for traditional college enrollment and accredited certificates.
- Employee Stock Purchase Plan: purchase at 85% of price after one year of service.
- Eligibility for discretionary annual incentive program; total rewards information available via Prudential Careers.
- Some benefits may not apply to part-time roles.