PGIM Global Wealth - External Wholesaler (Independent Broker Dealer Channel – WI/IA)
Core
Represent PGIM Global Wealth products (Mutual funds, ETFs, SMA, Alternative Investments) to investment professionals at wirehouses, regional broker dealers, and RIA aggregator firms in Wisconsin and Iowa.
Role type
External Wholesaler / Independent Broker Dealer Channel Sales
Builds
Net new assets and servicing existing client base for PGIM Global Wealth
Domain
Asset Management / Wealth Management
Deliverable
product features
Required skills
territory management, selling to financial intermediaries, asset allocation, portfolio construction, capital markets, technical product knowledge, communication, organization
Preferred skills
self-motivation, autonomous work, extensive field travel
Technologies
N/A
Responsibilities
Represent PGIM Global Wealth products and vehicles across retail and retirement platforms to investment professionals; raise net new assets; service existing client base; differentiate investment strategies and articulate benefits relative to competitors; meet specific sales targets.
Seniority
Mid-Senior (5-7 years industry experience)