PGIM · 7 hours ago
PGIM DC Solutions - Institutional Client Advisor Support Specialist
Newark, NJ, USA
Full-time
Onsite
Entry, Mid Level
$90K/yr - $120K/yr
2+ years expPGIM is a leading asset management firm focused on elevating its brand and product capabilities with Defined Contribution clients. The Institutional Client Advisor Support Specialist will assist in identifying and cultivating institutional prospects and clients, preparing business presentations, and coordinating internal resources to support the closing of institutional sales.
Asset Management
Responsibilities
Participate as key member of a dedicated DC Solutions team focused on direct relationship building and asset gathering within a defined set of clients
Develop knowledge of the DC Solutions product offering and understanding of all PGIM single asset class strategies processes, resources, and capabilities
Support DC Institutional client advisors with on-going sales and sales-related communication with clients and prospects
Interface with key business partners/stakeholders across PGIM to organize meetings and coordinate presentation materials
Prepare materials providing background on institutional prospects including bios, plan details (research MMD, Brightscope, websites, other market intelligence databases, etc.)
Develop understanding of the distinct sponsor channels (corporate, publics, Taft-Hartley, higher education, hospital and non-for-profit, etc.) active in the target date and retirement income space, and how PGIM capabilities and strategies map within the various channels
Attend occasional industry association meetings and related conferences with, and as directed by, the client advisory group
Qualification
Required
Minimum of 2-3 years of investment industry or investment sales experience
Experienced user of SalesForce CRM and Tableau systems
Holds or is willing to obtain Series 7, Series 63, and Series 3 licenses
Familiarity with Defined Contribution, investments and markets
BA/BS degree (MBA/CFA candidate a plus)
Willing to travel as necessary
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
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
Private Equity Wire
2026-01-23
2026-01-22
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