Job Classification : Sales - Sales
Sales - Sales
A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE
As the Global Asset Management business of Prudential, we’re always looking for ways to improve financial services. We’re passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world.
We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration.
When you join PGIM, you’ll unlock a motivating and impactful career all while growing your skills and advancing your profession at one of the world’s leading global asset managers!
If you’re not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that’s investing in your future by shaping tomorrow today.
At PGIM, You Can!
What you will do
The Account Management Associate will be supporting Institutional Client Advisory team and will be responsible for assisting with the identification and cultivation of North America based institutional prospects and clients, preparing business presentations, coordinating internal resources / partners, as well as more generally assisting with the closing of institutional sales.
What you can expect
Participate as key member of a dedicated institutional client advisory team focused on direct relationship building and asset gathering within the largest 1,000+ institutional asset allocators in North America.
Develop asset class fluency and solid understanding of PGIM Fixed Income ( PGIMFI ) strategies (both traditional fixed income and alternative strategies), processes, resources, and capabilities.
Support client advisors with ongoing sales and sales-related communication with clients and prospects.
Interface with key business partners / stakeholders across PGIMFI to organize meetings and coordinate presentation materials.
Prepare materials providing background on institutional prospects including bios, plan details (research 10Ks, MMD, websites, other market intelligence databases, etc.
longer term liability, EROA, and / or other goals / objectives, company / market challenges, existing managers and strategies, etc.
to help best identify opportunities and position PGIMFI for future growth.
Develop understanding of the distinct sponsor channels (corporate, PERS, Taft-Hartley, E&F, insurance, sub-advisory, Fund of Hedge Funds, etc.
active in the institutional fixed income and / or alternatives space, and how PGIMFI 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.
Write and publish client meeting notes and post to SalesForce CRM system as appropriate.
Assist with all meeting / call / conference follow ups, including entering appropriate requests in SalesForce.
Conduct research and prepare reports / plans to support new sales initiatives.
What you will bring
BA / BS degree (MBA / CFA candidate a plus)
Minimum of 0-2 years of investment industry or investment sales experience
Familiarity with fixed income securities and markets
Effective team player; able to work with people of all levels.
High level of self-initiative, with strong integrity and ethics
Experienced user of SalesForce CRM, Blackrock Aladdin, and Tableau systems preferred
Holds or is willing to obtain Series 7, Series 63, and Series 3 licenses
Organized, detail oriented, with strong time management and active listening skills
Reliable self-starter with ability to problem solve on their own
PGIM welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage you to apply.
What we offer you
Medical, dental, vision, life insurance and PTO (Paid Time Off)
Retirement plans :
401(k) plan with generous company match (up to 4%)
Company-funded pension plan
Wellness Programs to help you achieve your wellbeing goals, 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 health, and career development.
Tuition Assistance to help finance traditional college enrollment, approved degrees, many accredited certificate programs, and industry designations.