Support ongoing sales activity and help drive engagement with marketing content (i.e. emails, presentations, etc.).
Establish and maintain relationships with Sales and National Accounts and develop marketing strategies to help meet collective goals.
Engage with partner firms to understand objectives and investment themes and identify marketing opportunities.
Collaborate with sales teams to understand selling processes and account nuances, identify lead generation opportunities, and serve as the voice of the advisor to the broader marketing organization.
Partnering with marketing and business counterparts to execute on multi-faceted, integrated marketing campaigns from end to end, including content creation, campaign execution and measurement with on-time delivery.
Perform all aspects of marketing compliance review and firm approval process.
Maintain an inventory of firm-specific marketing materials to ensure compliance requirements are met, data is current, and messaging is relevant.
Analyze campaign metrics on an ongoing basis to determine campaign performance and use findings to optimize future campaigns.
Support the development of firm-specific and home office content, communications and event initiatives.
Requirements
series 6
excel
salesforce
b2b marketing
detail-oriented
communication
Series 6 or 7 desired
Data driven mindset; strong aptitude for numbers.
Proficient in Microsoft PowerPoint, Word and Excel.
General understanding of financial markets, asset classes and investment products.
Paying great attention to detail, time management and finishing skills to timelines, and quality expectations.
Strong written and oral communication skills.
Bachelors Degree and 3+ years of B2B marketing and/or channel marketing experience, preferably in financial services
Ability to execute on multiple medium and complex projects simultaneously and prioritize effectively under tight deadlines.
Demonstrated success in collaborating across functional teams, building strong relationships with business partners and designing creative solutions.
Excellent problem-solving skills, attention to detail, and ability to learn new information quickly.
Experience with Salesforce or other CRM system preferred; ability to learn and navigate other internal systems.
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
Information not given or found
Interview process
Information not given or found
Visa Sponsorship
Information not given or found
Security clearance
Information not given or found
Company
Overview
Founded as the asset management arm of Prudential Financial, it has grown into one of the world’s largest investment managers.
With a strong presence in over 30 countries, it offers a wide range of investment strategies across equity, fixed income, real estate, and alternative investments.
Its expertise spans from commercial real estate to renewable energy investments, targeting sectors with high growth potential.
It is known for its data-driven approach, leveraging advanced analytics and insights to deliver superior results for its clients.
Its diverse portfolio includes projects in infrastructure, energy, residential and commercial properties, and more.
The real estate division is particularly noted for its global reach, managing significant assets across North America, Europe, and Asia.
The firm is also making significant strides in alternative investments, focusing on private equity, hedge funds, and other non-traditional asset classes.
With a blend of traditional and innovative investment strategies, it delivers tailored solutions designed to meet the needs of institutional investors, pension funds, and individual clients.
Culture + Values
Trust
Respect
Equity
Meritocracy and diversity of thought, perspective, and experience
Environment + Sustainability
Net Zero by 2050
Operational Carbon Emissions Target
Committed to achieving net zero operational carbon emissions by 2050, demonstrating long-term sustainability goals.
50% Emissions Reduction
Building Emissions Target
Aligned with ULI Greenprint goals, aiming to reduce building emissions by half by 2030.
Headquarters LEED Gold certified with rainwater retention, rooftop garden, green walls, and EV charging stations.
Signatory of UN PRI since 2009 and joined GRESB in 2013.
Engaged Verdani Partners for global ESG consulting.
Inclusion & Diversity
58% employees globally
From Under-Represented Groups
A significant portion of the company's global workforce is comprised of individuals from under-represented groups, reflecting a strong commitment to diversity.
29.9% senior roles held by women
Women in Leadership
Women occupy nearly 30% of senior roles globally, indicating progress toward gender parity in leadership positions.
41.8% female employees globally
Gender Representation
Just over 40% of the company's global workforce identifies as female, showcasing a balanced gender distribution.
Five‑pillar DEI strategy
Comprehensive DEI Approach
The company has implemented a five-pillar strategy covering Talent, Culture, Industry, Investing, and Community to advance diversity, equity, and inclusion across all aspects of its operations.
Ron Andrews DEI Scholarship launched in 2020 for students from under‑represented backgrounds
PGIM is among first 25 signatories to USA & Canada DEI Code and has also signed the UK DEI Code