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Prudential Financial · 3 hours ago

Vice President, Territory Advisory Consultant (Remote)

United States

Full-time

Remote

Senior Level

Prudential Financial is a leading financial services company, and they are seeking a Vice President, Territory Advisory Consultant to drive growth in Assets Under Management and enhance the productivity of financial professionals. The role involves building strong business relationships, coaching local financial advisors, and providing strategic guidance on investment and financial planning.

Asset ManagementFinanceFinancial ExchangesFinancial ServicesHealth CareInsuranceRetirement

Responsibilities

Achieving Assets Under Management (AUM) growth, increased GDR and increased number of financial professionals active on the Investment platform within their territory

Driving growth in Financial Planning and supporting Recruiting efforts

Boosting advisor productivity in the field and increasing adoption of recurring revenue products

Deepening the focus on advisory and financial planning through strong business relationships with Territory Leadership

Coaching at the local level to strengthen and enhance the financial professionals’ skills

Elevating the investment and financial planning knowledge of field leadership

Delivering product information, competitive data, and providing strategic guidance to financial professionals and field leadership in 1:1 or group settings

Serving as a strategic advocate for field advisors by influencing broker dealer, platform evolution, and service improvements based on real time advisor needs

Collaborating with the Advisor Services product management team and with Learning and Business Consulting to drive results, increase technology adoption and share uncovered training needs

Qualification

Financial services experienceSales metrics understandingAUM growth strategiesCompliance knowledgeE-Money familiaritySeries 7 & 65Executive presenceCreative program designHigh motivation

Required

Demonstrates executive presence, builds a strong personal brand, and establishes credibility as a field leader. Able to lead through influence even without formal authority

Extensive understanding of sales metrics, territory dynamics, and what levers to pull to elevate firm performance. Focused on driving growth through data-informed decisions and strategic pressure points

Deep experience in financial services, spanning products, operations, advisory, and negotiations. Combines historical knowledge with practical know-how to navigate complexity and build field credibility

Understanding of the sales process and ongoing activity pertaining to maintain and growing AUM

Anticipates advisor needs and designs creative, high-impact programs that resonate. Knows how to package and promote initiatives to drive advisor engagement and participation

High motivation and energy with the ability to drive production, AUM and revenue objectives relatively autonomously

Familiarity with tools such as e-Money, Nitrogen, Morningstar Analytics etc

Solid understanding of compliance

Series 7 & 65 or 66 within 90 days and prior investment or wholesaler experience a plus

Preferred

Industry recognized designations such as ChFC, CFP are highly desirable

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

Prudential Financial

Prudential Financial specializes in the fields of investment management, life insurance, and retirement benefits. It is a sub-organization of Prudential Financial.

Founded in 1875