Vice President, Territory Advisory Consultant

Prudential Financial

full-time

Posted on: 1/30/2026

Location Type: Remote

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About the role

Responsible for achieving Assets Under Management (AUM) growth, increased GDR, and increased number of financial professionals active on the Investment platform within their territory.
Drives growth in Financial Planning and supports Recruiting efforts.
Works closely with financial professionals and field leadership.
Accountable for boosting advisor productivity in the field and increasing adoption of recurring revenue products.
Delivers product information, competitive data, and provides strategic guidance to financial professionals and field leadership in 1:1 or group settings.
Serves as a strategic advocate for field advisors by influencing broker dealer, platform evolution, and service improvements based on real-time advisor needs.
Collaborates with Advisor Services product management team and with Learning and Business Consulting to drive results, increase technology adoption and share uncovered training needs.
Expected to travel significantly.

Demonstrates executive presence, builds a strong personal brand, and establishes credibility as a field leader.
Able to lead through influence even without formal authority.
Extensive understanding of sales metrics, territory dynamics, and what levers to pull to elevate firm performance.
Focused on driving growth through data-informed decisions and strategic pressure points.
Deep experience in financial services, spanning products, operations, advisory, and negotiations.
Combines historical knowledge with practical know-how to navigate complexity and build field credibility.
Understanding of the sales process and ongoing activity pertaining to maintaining and growing AUM.
Anticipates advisor needs and designs creative, high-impact programs that resonate.
Knows how to package and promote initiatives to drive advisor engagement and participation.
High motivation and energy with the ability to drive production, AUM, and revenue objectives relatively autonomously.
Familiarity with tools such as e-Money, Nitrogen, Morningstar Analytics etc.
Solid understanding of compliance.
Series 7 & 65 or 66 within 90 days and prior investment or wholesaler experience a plus.
Industry recognized designations such as ChFC, CFP are highly desirable.

Benefits

Market competitive base salaries, with a yearly bonus potential at every level .
Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave .
401(k) plan with company match (up to 4%).
Company-funded pension plan.
Wellness Programs 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 and mental health, and career development.
Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.
Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service.
Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial planningsales metricsterritory dynamicsdata-informed decision makingAUM growthadvisor productivitynegotiationscompliance

Soft Skills

executive presenceinfluence without authoritystrategic guidanceanticipating advisor needshigh motivationenergybuilding credibility

Certifications

Series 7Series 65Series 66ChFCCFP