External Wholesaler – Independent Broker Dealer Channel

Prudential Financial

External wholesaler distributing PGIM Global Wealth mutual funds, ETFs, SMAs, and alternatives. Growing assets and servicing financial intermediaries across the Wisconsin/Iowa territory.

Posted 8/19/2026full-timeRemote • Iowa, Montana, Wisconsin • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in asset allocation, portfolio construction, and capital markets while effectively managing territory and achieving sales targets. Proven ability to communicate product benefits and differentiate investment strategies to financial professionals.

Highest-signal resume keywords

Asset Management DistributionSales Experience to Financial IntermediariesTerritory ManagementSeries 7 LicenseSeries 63 or 65 License

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Asset AllocationPortfolio ConstructionCapital MarketsInvestment StrategiesSales Targets

Soft Skills

Strong Communication SkillsSelf-Motivated

Certifications & Qualifications

Series 7 LicenseSeries 63 LicenseSeries 65 License

Industry Keywords

Mutual FundsETFsSMAsAlternative InvestmentsCITsWirehousesRegional Broker DealersRIA Aggregator Firms

About the role

Key responsibilities & impact

Represent PGIM Global Wealth products and vehicles, including mutual funds, ETFs, SMAs, alternative investments, and CITs
Sell across retail and retirement platforms to investment professionals in the territory
Raise net new assets for the firm
Service the existing client base across wirehouses, regional broker dealers, and RIA aggregator firms
Differentiate investment strategies and provide technical information
Articulate product benefits relative to competitors
Demonstrate expert understanding of asset allocation, portfolio construction, capital markets, and industry topics
Meet specific sales targets across investment products, vehicles, and firms
Communicate one-on-one, electronically, and through presentations to financial professionals
Work with internal and external business partners to align resources with sales outcomes
Manage the territory and travel extensively in the field

Requirements

What you’ll need

Home office required to be in one of the major zones within the geographic region
Access to a major airport that serves the respective states
Strong communication skills
Self motivated with successful territory management and selling skills
Ability to drive objectives relatively autonomously
5-7 years of experience in the asset management distribution industry
3-5 years of sales experience directly to financial intermediaries
Ability to travel extensively in the field, approximately 80% of the time
Series 7 license required
Series 63 or 65 license required

Benefits

Comp & perks

Market competitive base salaries
Yearly bonus potential
Medical, dental, vision, life insurance, and disability insurance
Paid Time Off (PTO)
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 covering parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development
Education Benefit for approved traditional college enrollment and accredited certificate programs
Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices
Discretionary annual incentive program eligibility