PGIM 全球财富 - RIA 外部批发商（科罗拉多州）
PGIM Global Wealth - External Wholesaler for RIA (Colorado)
职位分类：
销售 - 销售
在PGIM全球财富，我们视帮助投资者参与全球市场机会并应对最严峻的投资挑战为一种巨大的荣幸和责任。我们提供多样化的主动管理基金，涵盖广泛的资产类别和投资风格，资产管理规模超过950亿美元。
此职位可在科罗拉多州（丹佛）、华盛顿州（西雅图）或亚利桑那州（凤凰城）工作。覆盖区域为西北部7个州，直至亚利桑那州（不包括加利福尼亚州）
您将负责
- 外部批发商负责向其所在地区的投资专业人士推广所有PGIM投资产品，包括共同基金、ETF、CIT、机构及零售SMA、有限合伙制以及401(k)平台。
- 外部批发商将与高级合伙人、首席投资官、研究总监、研究分析师、财务顾问和顾问进行接触。客户机构包括独立RIA、独立信托公司、家族办公室、中小型捐赠基金/基金会。
- 批发商将提供所代理产品的技术信息，展示对竞争环境、组合构建、资本市场和行业相关话题的扎实理解。
- 批发商需以各自所在办公地点为基地，该地点必须位于其地理区域内主要区域，并且能够方便地到达服务于其所在各州的主要机场。
- 批发商能够清晰地区分我们的投资策略，并能明确阐述相对于竞争对手的优势。
您可以期待
- 为RIA的顾问和投资委员会成员提供技术信息。
- 寻找创新方法，将我们的产品引入对PGIM全球财富不熟悉的RIA机构。
- 与其他业务合作伙伴协作，协调活动和计划，以满足特定区域和RIA机构的需求。
- 围绕上述每个目标，为所在区域制定协作性的季度业务计划。
您需要具备
- 候选人应具备积极进取的精神，拥有成功的区域管理与销售技能，并能够在相对自主的情况下推动目标达成。
- 候选人应在资产管理分销行业有5-7年经验，且有3-5年的直接面向金融中介的销售经验。
查看英文原文
Job Classification:
Sales - SalesAt 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.
This role can be Based in Colorado (Denver), Washington (Seattle), or Arizona (Phoenix). Coverage will be 7 states Northwest down to Arizona (not California)
What you will do
- 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.
- 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.
- 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.
- 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.
- Wholesaler will be able to clearly differentiate our investment strategies and articulate the benefits relative to our competitors.
What you can expect
- Providing technical information to advisors and investment committee members at RIA’s.
- Finding creative ways to gain access for our products to RIA firms that aren’t familiar with PGIM Global Wealth.
- Working with other business partners to align activities and plans for the given region and RIA Firms.
- Design collaborative quarterly business plans for their region around meeting each of the above objectives.
What you will bring
- The candidate must be 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 75% of the time.
- Required licenses: Series 7 and Series 63 or 65.
About PGIM Global Wealth
PGIM Global Wealth is a diversified distributor of asset management capabilities, with over 100 actively managed funds globally. We are dedicated to helping clients tackle their toughest investment challenges and base the foundation of our investment strategy around collaboration and innovation. Our leadership team encourages innovative ideas and challenging the status-quo and are committed to developing talent for long-term success.
What we offer you:
- Market competitive base salaries, with a yearly bonus potential at every level.
- Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave.
- 401(k) plan with company match (up to 4%).
- Company-funded pension plan.
- Wellness Programsincluding up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs.
- 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.
- 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.
Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week.
Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.
Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law.
If you need an accommodation to complete the application process, please email .
If you are experiencing a technical issue with your application or an assessment, please email request assistance.
Originally posted on Himalayas