Prudential plc · 9 hours ago
Vice President, Territory Advisory Consultant
Houston, TX
Full-time
Onsite
Senior LevelPrudential is a leading financial services company, and they are seeking a Vice President, Territory Advisory Consultant. This role is accountable for achieving growth in Assets Under Management and enhancing the productivity of financial professionals by fostering strong business relationships and delivering strategic guidance.
Asset ManagementConsultingFinancial ServicesHealth CareInsurance
Responsibilities
Accountable for achieving Assets Under Management (AUM) growth, increased GDR and increased number of financial professionals active on the Investment platform within their territory
Drive growth in Financial Planning and support Recruiting efforts
Boost advisor productivity in the field and increase adoption of recurring revenue products
Deepen the focus on advisory and financial planning through strong business relationships with Territory Leadership
Coach at the local level to strengthen and enhance the financial professionals’ skills and elevate investment and financial planning knowledge of field leadership
Deliver product information, competitive data, and provide strategic guidance to financial professionals and field leadership in 1:1 or group settings
Serve as a strategic advocate for field advisors by influencing broker dealer, platform evolution, and service improvements based on real-time advisor needs
Collaborate with the Advisor Services product management team and with Learning and Business Consulting to drive results, increase technology adoption and share uncovered training needs
Ensure all materials, concepts and ideas delivered are compliance approved
Significant travel is anticipated
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
Prudential plc
We are Prudential. For Every Life, For Every Future.
Founded in 1848Central, Hong Kong Island, HKG
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Thomas W Myers, CLU, ChFC
Chief Executive Officer
Recent News
2025-12-04
Company data provided by crunchbase