PGIM Marketing, RIA Client Marketing Director (Hybrid) jobs in United States
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PGIM · 2 weeks ago

PGIM Marketing, RIA Client Marketing Director (Hybrid)

PGIM is the Global Asset Management business of Prudential, dedicated to improving financial services and making a meaningful impact. The RIA Client Marketing Director will lead marketing initiatives for registered investment advisors, creating integrated campaigns to enhance awareness of PGIM's investment products.

Asset Management
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Culture & Values
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H1B Sponsor Likelynote

Responsibilities

Develop and execute a comprehensive marketing strategy tailored to the unique needs of the RIA channel
Identify opportunities to deepen advisor engagement and accelerate activation efforts through personalized and innovative marketing tactics and campaigns
Create and manage multi-faceted, integrated marketing campaigns focused on RIA advisors, including audience targeting strategies, campaign and journey development, content creation, campaign execution and measurement
Collaborate with sales teams to deeply understand selling processes and account nuances, identify lead generation opportunities, and serve as the voice of the RIA advisor to the broader marketing organization
Establish and maintain close working relationships with Sales and National Accounts teams and transform business partners’ objectives into effective deliverables and outcomes
Lead client marketing activities in support of ongoing sales activity to help drive engagement (i.e. emails, presentations, etc.)
Analyze campaign metrics on an ongoing basis to determine campaign success and provide insights based on data and feedback on how to improve future campaigns
Conduct ongoing competitive research on topics key competitors are focused on and where they are being featured
Engage with external partners and relevant media outlets to identify marketing opportunities that expand our reach to advisors; manage channel sponsorships and lead generation campaign opportunities
Develop and manage channel and/or partner-specific content, communications, and events
Manage the inventory of channel-specific materials to ensure compliance requirements are met, data is current, and messaging is relevant
Perform all aspects of marketing compliance review and approval processes

Qualification

B2B marketing experienceFinancial services knowledgeRIA landscape understandingData-driven audience segmentationAnalytical mindsetMicrosoft PowerPointMicrosoft ExcelMicrosoft WordSolutions-oriented mindsetProfessionalismSalesforce experienceAlternative investments knowledgeCampaign executionCollaboration skillsProject managementCommunication skillsRelationship buildingCreativityTime management

Required

Bachelor's degree required in a related field
5+ years of B2B marketing and/or client marketing experience in financial services; preferably within wealth or asset management
Demonstrated understanding of financial markets, asset classes and investment products; experience with alternative investments a plus
Deep understanding of the RIA landscape, including trends, challenges, and opportunities
Strong analytical mindset with proven ability to interpret complex data sets and translate insights into actionable marketing strategies
Proven track record in leveraging data-driven audience segmentation to optimize campaign performance and personalize advisor engagement
Strong ability to prioritize and lead multiple projects at a time under tight deadlines
Proven track record collaborating across functional teams, building strong relationships with business partners and designing creative solutions
High degree of professionalism, excellent work ethic and solutions-oriented mindset
Proficient in Microsoft PowerPoint, Excel and Word
Experience working with data from Salesforce or other CRM systems

Preferred

Series 6 or 7 a plus; future licensing optional

Benefits

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 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