PGIM Global Wealth - External Wholesaler (South Texas)
Core
Represent PGIM Global Wealth products (Mutual funds, ETFs, SMAs, Alternative Investments, CITs) to investment professionals in South Texas to raise net new assets and service existing clients.
Role type
External Wholesaler (Sales)
Builds
Investment products and vehicles for retail and retirement platforms
Domain
Asset Management / Financial Services
Deliverable
product features
Required skills
territory management, selling to financial intermediaries, asset allocation, portfolio construction, capital markets knowledge, technical product differentiation
Preferred skills
none stated
Technologies
none stated
Responsibilities
Represent 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; raise net new assets for the firm and service the firms existing client base across Wirehouses, Regional Broker Dealers and RIA Aggregator firms; differentiate investment strategies, provide technical information and articulate benefits relative to competitors; demonstrate expert level understanding of asset allocation, portfolio construction, capital markets, and industry related topics.
Seniority
Mid-level (5-7 years experience)