Prudential Financial

Regional Specialist, Alternatives and Direct Indexing

Prudential Financial

full-time

Posted on:

Origin:  • 🇺🇸 United States • Arizona, California, Montana

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Job Level

SeniorLead

About the role

  • Support PGIM Investments generalist wholesalers and client engagement team across the West region to promote alternatives and direct indexing.
  • Conduct in-person and virtual meetings, presentations, and events to educate clients on benefits and implementation of alternatives and direct indexing.
  • Serve as subject matter expert delivering insights, education, and strategic guidance for portfolio integration.
  • Maintain deep knowledge of the firm's alternative investments and direct indexing platforms; stay current on market trends, competitors, and regulatory developments.
  • Partner with internal teams (marketing, product, investment strategy) to align messaging and support client needs.
  • Provide regular reporting on sales activity, pipeline development, and market feedback.
  • Support generalist wholesalers in a pay-for-performance sales culture; help meet sales targets across products and vehicles.
  • Be well organized and disciplined in sales systems and processes; work with internal and external partners to align resources to expected sales outcomes.

Requirements

  • Minimum 7–10 years of experience in financial services, with a strong background in alternatives and/or direct indexing.
  • Proven track record of sales success and relationship management.
  • Required licenses: Series 7 and Series 63 or 65.
  • Excellent communication, presentation, and interpersonal skills.
  • Ability to travel extensively within the assigned region.
  • Bachelor’s degree in Finance, Economics, Business, or related field; MBA or CFA preferred.