PGIM

PGIM Investments - Regional Specialist, Alternatives and Direct Indexing

KING COUNTY, WAPosted 24 days ago

Job summary

  • Job post source

    This job is directly from PGIM

  • Job overview

    The Regional Specialist, Alternatives and Direct Indexing at PGIM supports wholesalers and client engagement teams in promoting alternative investment products and direct indexing solutions, impacting client portfolio integration and sales growth.

  • Responsibilities and impact

    The role involves conducting client meetings and presentations, maintaining deep product knowledge, partnering with internal teams for aligned messaging, and supporting sales targets through communication and organizational discipline.

  • Compensation and benefits

    The position offers market competitive base salaries with yearly bonus potential, comprehensive medical and insurance benefits, 401(k) with company match, company-funded pension, wellness programs, work/life resources, education benefits, and an employee stock purchase plan.

  • Experience and skills

    Candidates need 7-10 years in financial services with alternatives or direct indexing experience, proven sales success, Series 7 and Series 63 or 65 licenses, strong communication skills, ability to travel extensively, and a bachelor's degree; MBA or CFA preferred.

  • Career development

    PGIM emphasizes talent development for long-term success and encourages innovative ideas and challenging the status quo, offering education benefits and career development resources.

  • Work environment and culture

    PGIM fosters a collaborative and innovative culture with leadership support for new ideas and a commitment to diversity and equal opportunity employment.

  • Company information

    PGIM Investments is a diversified asset management distributor with over 100 actively managed funds globally, focused on collaboration and innovation to solve investment challenges.

  • Team overview

    The specialist supports the West region's generalist wholesalers and client engagement teams, working closely with marketing, product, and investment strategy teams.

  • Job location and travel

    The role requires extensive travel within the assigned West region; specific office location details are not provided.

  • Application process

    Applicants may need to submit documentation per standard application procedures; accommodations are available upon request via email, and technical support is provided for application issues.

  • Unique job features

    This role is distinguished by its focus on alternatives and direct indexing sales support, requiring deep product expertise and extensive client interaction through presentations and strategic guidance.

Company overview

PGIM, the global investment management business of Prudential Financial, Inc., specializes in managing a wide range of asset classes including fixed income, equities, real estate, and alternatives. They generate revenue through management fees, performance fees, and investment income. Founded in 1875, PGIM has a rich history of providing investment solutions to institutional and individual clients worldwide, leveraging its deep expertise and extensive global presence to deliver strong, risk-adjusted returns.

How to land this job

  • Tailor your resume to highlight your extensive experience in financial services, especially your deep knowledge of alternative investments and direct indexing solutions, as these are central to the role at PGIM.

  • Emphasize your proven sales success and relationship management skills, along with your ability to communicate effectively in one-on-one and group settings, aligning with the job’s focus on client education and advisory.

  • Apply through multiple channels including the PGIM corporate careers site and LinkedIn to maximize your application’s visibility and reach within the company’s recruitment process.

  • Connect with professionals in PGIM’s sales and client engagement divisions on LinkedIn; use ice breakers like asking about recent trends in alternatives or their experience integrating direct indexing solutions to start meaningful conversations.

  • Optimize your resume for ATS by incorporating keywords from the job description such as 'alternative investments,' 'direct indexing,' 'sales support,' 'client engagement,' 'portfolio construction,' and required licenses like 'Series 7' and 'Series 63 or 65' to pass initial screenings.

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