PGIM · 2 days ago
PGIM Global Wealth - External Wholesaler (San Francisco)
San Francisco, CA, USA
Full-time
Hybrid
Senior Level
5+ years expPGIM Investments is a diversified distributor of asset management capabilities, dedicated to helping clients tackle their toughest investment challenges. The External Wholesaler is responsible for representing PGIM investment products and raising net new assets while servicing existing clients across various financial platforms.
Asset Management
Responsibilities
The External Wholesaler is responsible for representing all PGIM investment 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
The External Wholesaler is responsible to raising net new assets for the firm and servicing the firms existing client base across Wirehouses, Regional Broker Dealers and RIA Aggregator firms
The wholesaler will be able to clearly differentiate our investment strategies, provide technical information and articulate the benefits relative to our competitors. They are expected to demonstrate expert level understanding of asset allocation, 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 have access to a major airport that serves all of their respective states
This is a sales job with a pay for performance culture. You will be expected to meet specific sales targets across investment products, investment vehicles and investment firms
This position requires strong communication skills. You will be expected to be effective in communicating one-on-one, electronically and presenting in front of groups of financial professionals
This position demands that you are well organized, structured, and can be disciplined in sales systems and processes
You are expected to work with internal and external business partners to align resources to expected sales outcomes
The candidate must be self-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 80% of the time
Qualification
Required
The candidate must be self-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 80% 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
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.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Jakob Wilhelmus
Director, Thematic Research
Recent News
2025-12-16
globallegalchronicle.com
2025-11-29
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