PGIM Global Wealth - External Wholesaler for RIA (Texas)

Description

• 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.
• 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.
• Working with other business partners to align activities and plans for the given region and RIA Firms.
• Providing technical information to advisors and investment committee members at RIA’s.
• Design collaborative quarterly business plans for their region around meeting each of the above objectives.
• Finding creative ways to gain access for our products to RIA firms that aren’t familiar with PGIM Global Wealth.
• 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.

Requirements

• The candidate will be required to travel extensively in the field, approximately 75% of the time.
• Wholesaler will be able to clearly differentiate our investment strategies and articulate the benefits relative to our competitors.
• The candidate must be motivated with successful territory management and selling skills, and the ability to drive their objectives relatively autonomously.
• Required licenses: Series 7 and Series 63 or 65.
• 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.
• 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.

Benefits

• 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.
• Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave.
• Market competitive base salaries, with a yearly bonus potential at every level.
• Company-funded pension plan.
• 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.
• 401(k) plan with company match (up to 4%).
• Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs.

Training + Development

Interview process

Visa Sponsorship

Security clearance