Prudential plc · 2 months ago
PGIM Global Wealth - External Wholesaler for RIA
Dallas, TX
Full-time
Onsite
Senior Level
5+ years expPrudential is a leading financial services company dedicated to helping clients tackle their toughest investment challenges. The External Wholesaler for RIA & Consultant Relations will be responsible for representing PGIM investment vehicles and engaging with financial professionals to promote the company's offerings.
Asset ManagementConsultingFinancial ServicesHealth CareInsurance
Responsibilities
The External Wholesaler for RIA & Consultant Relations is responsible for representing all PGIM investment vehicles including Mutual funds, ETF’s, CIT’s, Institutional & Retail SMA’s, Limited Partnerships, & 401(k) platforms) to investment professionals in their respective territory
The External Wholesaler will engage Senior Partners, CIO’s, Directors of Research, Research Analysts, Financial Advisors and Consultants
Firms will consist of Independent RIA’s, Independent Trust Companies, Family Offices, small-mid size Endowments / Foundations
The wholesaler will provide technical information on the products they represent, demonstrating a solid understanding of the competitive landscape, 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 has access to a major airport that serves all of their respective states
Wholesaler will be able to clearly differentiate our investment strategies and articulate the benefits relative to our competitors
Providing technical information to advisors and investment committee members at RIA’s
Finding creative ways to gain access for our products to RIA firms that aren’t familiar with PGIM Global Wealth
Working with other business partners to align activities and plans for the given region and RIA Firms
Design collaborative quarterly business plans for their region around meeting each of the above objectives
Qualification
Required
5-7 years of experience in the asset management distribution industry
3-5 years of sales experience directly to financial intermediaries
Required licenses: Series 7 and Series 63 or 65
Motivated with successful territory management and selling skills
Ability to drive objectives relatively autonomously
Ability to travel extensively in the field, approximately 75% of the time
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