PGIM Global Wealth - External Wholesaler for RIA (Illinois) jobs in United States
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PGIM · 3 hours ago

PGIM Global Wealth - External Wholesaler for RIA (Illinois)

PGIM Global Wealth is a diversified distributor of asset management capabilities, dedicated to helping clients tackle their toughest investment challenges. The External Wholesaler for RIA & Consultant Relations is responsible for representing PGIM's investment vehicles to investment professionals and engaging with various financial entities to promote their products.

Asset Management
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Culture & Values
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H1B Sponsor Likelynote

Responsibilities

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
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

Qualification

Sales experienceAsset management distributionSeries 7 licenseSeries 6365 licenseTerritory managementCommunication skillsMotivationCollaboration

Required

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

Benefits

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 Programs including 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.

Company

PGIM is a money manager whose clients rely on their risk management expertise, intellectual capital, and innovative solutions. It is a sub-organization of Prudential Financial.

H1B Sponsorship

PGIM has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (15)
2024 (12)
2023 (8)
2022 (8)
2021 (7)
2020 (14)

Funding

Current Stage
Late Stage

Leadership Team

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Jakob Wilhelmus
Director, Thematic Research
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Company data provided by crunchbase