PGIM Global Wealth - External Wholesaler for RIA (Illinois)

The External Wholesaler for RIA & Consultant Relations at PGIM Global Wealth is responsible for representing PGIM investment vehicles to investment professionals across Illinois, Minnesota, and Iowa, engaging with financial advisors, RIAs, and institutional clients to promote PGIM's funds and strategies.

Location: Illinois, Minnesota, and Iowa

Responsibilities

• Represent 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.
• Engage Senior Partners, CIO’s, Directors of Research, Research Analysts, Financial Advisors and Consultants.
• Provide technical information on the products, demonstrating understanding of the competitive landscape, portfolio construction, capital markets, and industry topics.
• Differentiate PGIM’s investment strategies and articulate benefits relative to competitors.
• Provide technical information to advisors and investment committee members at RIAs.
• Find creative ways to gain access for PGIM products to RIA firms unfamiliar with PGIM Global Wealth.
• Work with business partners to align activities and plans for the region and RIA firms.
• Design collaborative quarterly business plans for their region.

Requirements

• Motivated with successful territory management and selling skills.
• Ability to drive objectives autonomously.
• 5-7 years of experience in asset management distribution industry.
• 3-5 years of sales experience directly to financial intermediaries.
• Willingness to travel approximately 75% of the time.
• Required licenses: Series 7 and Series 63 or 65.

Benefits

• Market competitive base salaries, with a yearly bonus potential.
• Medical, dental, vision, life insurance, disability insurance, PTO, and leave of absences.
• 401(k) plan with company match (up to 4%).
• Company-funded pension plan.
• Wellness programs including up to $1,600/year for personal wellbeing.
• Work/Life Resources for various personal and professional needs.
• Education Benefit for college and certificate programs.
• Employee Stock Purchase Plan at 85% of the lower of two prices after one year of service.

Additional Information

• The role is based out of a home office in a major zone within the geographic region, accessible to a major airport.
• PGIM Global Wealth offers diversified asset management funds globally, emphasizing collaboration and innovation.
• The position involves extensive travel and client engagement in the specified states.