Vice President, Fixed Income Specialist
Prudential Financial
full-time
Posted on:
Location Type: Remote
Location: Remote • Arizona, Colorado, Montana, Nevada, Washington • 🇺🇸 United States
Visit company websiteSalary
💰 $175,000 - $205,000 per year
Job Level
Lead
About the role
- Supporting the PGIM Global Wealth generalist wholesalers and client engagement team across the Western region
- Promoting the distribution of the firm’s suite of fixed income Mutual Funds and ETFs to financial advisors, RIAs, family offices, and institutional clients
- Delivering insights, education, and strategic guidance to help clients integrate solutions into their portfolios
- Traveling domestically with mutual fund regional coordinators to convey market perspectives
- Interacting with senior investment professionals and attending investment meetings
- Maintaining thorough ongoing analysis of key strategies to position capabilities versus peers
Requirements
- 10 years+ Financial Services/investment management experience with specific client-facing experience as a Portfolio Strategist / Client Portfolio Manager
- Series 7 and 63 required
- Subject matter expertise in fixed income
- Ability to communicate fixed income concepts succinctly
- Deep understanding of investment processes including portfolio and risk management
- Collaborative style to build partnerships and relationships
- Strong understanding of retail distribution and the asset management industry and products
- B.A or B.S. degree, MBA and CFA designation strongly preferred
Benefits
- Medical, dental, vision, life insurance, disability insurance
- Paid Time Off (PTO)
- 401(k) plan with company match (up to 4%)
- Company-funded pension plan
- Wellness Programs including reimbursement of items purchased to support personal wellbeing needs
- Work/Life Resources to 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 accredited certificate programs
- Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices after one year of service.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
fixed incomeportfolio managementrisk managementinvestment managementclient portfolio managementfinancial analysisstrategic guidancemarket analysismutual fundsETFs
Soft skills
communicationcollaborationrelationship buildingclient engagementeducation deliveryinsight generationstrategic thinkinginterpersonal skillspresentation skillsteamwork
Certifications
Series 7Series 63CFA