At PGIM Global Wealth, we consider it a great privilege and responsibility to help investors participate in opportunities across the global markets while meeting their toughest investment challenges. We offer a diversified suite of actively managed funds across a broad spectrum of asset classes and investment styles, with over $95 billion in assets under management. Coverage will be Missouri, Kansas, Iowa, and Nebraska with the expectation that the person is based in the region.
The External Wholesaler is responsible for representing all PGIM Global Wealth products and vehicles including mutual funds, ETF's, SMA's, alternative investments, CIT's across retail and retirement platforms to investment professionals in their respective territory. The External Wholesaler is responsible to raising net new assets for the firm and servicing the firm's existing client base across wirehouses, regional broker dealers and RIA aggregator firms. The wholesaler will be able to clearly differentiate our investment strategies, provide technical information and articulate the benefits relative to our competitors. They are expected to demonstrate expert level understanding of asset allocation, portfolio construction, capital markets, and industry related topics. 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 have access to a major airport that serves all of their respective states.
This is a sales job with a pay for performance culture. You will be expected to meet specific sales targets across investment products, investment vehicles and investment firms. This position requires strong communication skills. You will be expected to be effective in communicating one-on-one, electronically and presenting in front of groups of financial professionals. This position demands that you are well organized, structured, and can be disciplined in sales systems and processes. You are expected to work with internal and external business partners to align resources to expected sales outcomes.
The candidate must be self motivated with successful territory management and selling skills, and the ability to drive their objectives relatively autonomously. 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. The candidate will be required to travel extensively in the field, approximately 80% of the time. Required licenses: Series 7 and Series 63 or 65.
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