PGIM Investments - Regional Specialist, Alternatives and Direct Indexing
ADA COUNTY, IDPosted 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 the West region by promoting alternative investment products and direct indexing solutions to financial professionals and institutional clients.
Responsibilities and impact
The role involves conducting meetings and presentations to educate clients, maintaining deep knowledge of alternative investments and direct indexing platforms, partnering with internal teams for aligned messaging, and supporting sales targets through disciplined sales processes and communication.
Compensation and benefits
The position offers market competitive base salaries with yearly bonus potential, comprehensive medical, dental, vision, life and disability insurance, paid time off, 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 of financial services experience with expertise in alternatives and/or direct indexing, proven sales success, Series 7 and Series 63 or 65 licenses, excellent communication skills, ability to travel extensively, and a bachelor's degree in a related field; 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 focused on tackling investment challenges, supporting work/life balance, and providing comprehensive wellness and support programs.
Company information
PGIM Investments is a diversified asset management distributor with over 100 actively managed funds globally, dedicated to innovative investment strategies and client collaboration.
Team overview
The role supports generalist wholesalers and client engagement teams across the West region, working closely with marketing, product, and investment strategy teams.
Job location and travel
The position is based in the West region with extensive travel required within the assigned area.
Unique job features
The job features a pay-for-performance sales support role with opportunities to serve as a subject matter expert in alternatives and direct indexing, involving both in-person and virtual client engagements.
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 emphasize your expertise in alternative investments and direct indexing, highlighting your ability to educate and advise financial advisors, RIAs, and institutional clients on these products.
Showcase your strong communication and presentation skills, along with your experience supporting sales teams and collaborating with internal marketing and product groups to align messaging and drive sales outcomes.
Apply through multiple channels including PGIM’s corporate careers site and LinkedIn to maximize your application visibility and ensure you reach all relevant recruiters.
Connect with professionals in PGIM’s alternative investments or sales divisions on LinkedIn, using ice breakers like commenting on recent PGIM market insights or asking about their approach to integrating alternative investments in client portfolios.
Optimize your resume for ATS by incorporating keywords from the job description such as 'alternative investments,' 'direct indexing,' 'portfolio construction,' 'sales support,' and 'client engagement' to improve screening success.
Use Jennie Johnson’s Power Apply feature to automate applying through various platforms, tailor your resume for each submission, and identify LinkedIn connections to network with, allowing you to focus more on preparing for interviews and refining your sales pitch.
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