PGIM Global Wealth - External Wholesaler for RIA (Illinois)

Prudential Financial·Remote(Flexible / Remote)·Work From Anywhere
Other

WFA Digital Insight

In today's booming remote job market, financial firms are recognizing the crucial role that skilled sales professionals play in driving asset management success. The demand for external wholesalers is on the rise, especially as advisors seek innovative investment solutions amidst economic complexities. This position at Prudential Financial, a leader in the financial sector, offers a unique opportunity to leverage your selling expertise while working flexibly. Candidates should be prepared for extensive travel and demonstrate a robust understanding of the competitive landscape in asset management. For those looking to excel, emphasizing your relationship-building skills and market knowledge will set you apart.

Job Description

About the Role

The External Wholesaler for RIA & Consultant Relations at PGIM Global Wealth represents a range of investment vehicles to investment professionals across Illinois, Minnesota, and Iowa.

Responsibilities

  • Represent PGIM investment products including mutual funds, ETFs, SMAs, and more.
  • Engage with senior partners, financial advisors, and consultants at various firms.
  • Provide technical insights on investment strategies to facilitate product understanding.
  • Develop collaborative quarterly business plans and strategize for territory growth.
  • Travel extensively within your assigned region (approximately 75% of the time).

Requirements

  • 5-7 years of experience in asset management distribution.
  • 3-5 years of direct sales experience to financial intermediaries.
  • Series 7 license required.
  • Ability to manage a territory autonomously and drive objectives.

Nice to Have

  • Familiarity with portfolio construction and competitive landscape analysis.
  • Skills in building creative access strategies to unfamiliar RIA firms.

Benefits

  • Flexibility of a remote work environment.
  • Opportunity to engage with leading investment professionals.

How to Stand Out

  • Highlight your experience managing relationships with financial intermediaries in your resume.
  • Prepare specific examples of how you've successfully introduced investment products to new clients.
  • Familiarize yourself with PGIM's product offerings and recent market trends before interviews.
  • Focus on showcasing your ability to work independently and manage time effectively, as remote roles require self-motivation.
  • Consider practicing responses to common sales role interview questions to enhance your interview performance.

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