PGIM Global Wealth - Vice President, Fixed Income Specialist jobs in United States
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PGIM · 1 day ago

PGIM Global Wealth - Vice President, Fixed Income Specialist

PGIM is a diversified distributor of asset management capabilities, and they are seeking a Vice President, Fixed Income Specialist to support their Global Wealth generalist wholesalers and client engagement team. This role involves promoting fixed income Mutual Funds and ETFs, providing insights and strategic guidance to clients, and ensuring effective communication of market perspectives.

Asset Management
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Culture & Values
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H1B Sponsor Likelynote

Responsibilities

Become an internal expert on PGIM’s public and private fixed income strategies and global macro-economic outlook, to communicate perspectives effectively and persuasively to clients and prospects
Travel domestically with affiliated mutual fund regional coordinators to convey market perspectives and strategy insights to financial advisor clients/prospects across all distribution channels
Interact regularly with senior investment professionals and attend internal investment meetings to ensure deep and current understanding of positioning and outlook
Ensure internal partners are fully informed, trained, and supported on products and capabilities
Maintain thorough ongoing analysis of key strategies to be used to position capabilities versus peers

Qualification

Fixed Income ExpertiseClient Portfolio ManagementFinancial Services ExperienceSeries 7 CertificationSeries 63 CertificationPortfolio ManagementRisk ManagementRetail Distribution KnowledgeAsset Management KnowledgeMBA PreferredCFA Designation PreferredCommunication SkillsTeam PlayerRelationship Building

Required

10 years+ Financial Services/investment management experience with specific client-facing experience as a Portfolio Strategist / Client Portfolio Manager
Series 7 and 63 required
Subject matter expertise in fixed income and a demonstrable ability to communicate fixed income concepts in a succinct and digestible manner
Confidence and presence for both one-on-one and large audience formats which can help drive clients and prospects to action and strengthen and build relationships
A deep understanding of investment processes including portfolio and risk management, and the ability to effectively convey key differentiators
An ability to effectively grasp important, value-added aspects of each strategy that will enable the candidate to successfully represent PGIM's private and public fixed income capabilities to a sophisticated client / prospect base
Genuine team player with a collaborative style; able to build partnerships and relationships based on trust and credibility
Strong understanding of retail distribution and the asset management industry and products, including mutual funds, ETFs, SMAs and alts
Highly responsive, flexible, and oriented toward meeting and exceeding the needs of clients and prospects
B.A or B.S. degree

Preferred

MBA and CFA designation strongly preferred

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