PGIM · 13 hours ago
Vice President, Territory Advisory Consultant (Remote)
United States
Full-time
Remote
Senior LevelPGIM is a financial services company seeking a Vice President, Territory Advisory Consultant to drive growth in Assets Under Management and support financial planning initiatives. The role involves collaborating with financial professionals and field leadership to enhance productivity and adoption of advisory products.
Asset Management
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 financial professionals’ skills and elevate 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
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
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.
Founded in 1875
1001-5000 employees
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 StageLeadership Team
Jakob Wilhelmus
Director, Thematic Research
Recent News
Private Equity Wire
2026-01-23
2026-01-22
Company data provided by crunchbase