Job Classification:

What you will do

This individual is responsible for supporting the PGIM Global Wealth generalist wholesalers and client engagement team across the Western region of the United States. The Portfolio Strategist is focused on promoting the distribution of the firms suite of fixed income Mutual Funds and ETFs to financial advisors RIAs family offices and institutional clients. This person is the subject matter expert delivering insights education and strategic guidance to help clients integrate these solutions into their portfolios.

This is a regional coverage role and as such the individual can be based anywhere within the region.

What you can expect

• Become an internal expert on PGIMs public and private fixed income strategies and global macro-economic outlook to communicate perspectives effectively and persuasively to clients and prospects.
• Travel domestically with affiliated mutual fund regional coordinators to convey market perspectives and strategy insights to financial advisor clients/prospects across all distribution channels.
• Interact regularly with senior investment professionals and attend internal investment meetings to ensure deep and current understanding of positioning and outlook.
• Ensure internal partners are fully informed trained and supported on products and capabilities.
• Maintain thorough ongoing analysis of key strategies to be used to position capabilities versus peers

What you will bring

• 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 and a demonstrable ability to communicate fixed income concepts in a succinct and digestible manner.
• Confidence and presence for both one-on-one and large audience formats which can help drive clients and prospects to action and strengthen and build relationships.
• A deep understanding of investment processes including portfolio and risk management and the ability to effectively convey key differentiators.
• An ability to effectively grasp important value-added aspects of each strategy that will enable the candidate to successfully represent PGIMs private and public fixed income capabilities to a sophisticated client / prospect base.
• Genuine team player with a collaborative style; able to build partnerships and relationships based on trust and credibility.
• Strong understanding of retail distribution and the asset management industry and products including mutual funds ETFs SMAs and alts.
• Highly responsive flexible and oriented toward meeting and exceeding the needs of clients and prospects.
• B.A or B.S. degree MBA and CFA designation strongly preferred.

Compensation Disclosure

Compensation will be commensurate with experience and will be comprised of base salary discretionary annual incentive and eligibility for long-term compensation in the form of Prudential 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.

Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $175000 to $205000. Specific pricing for the role may vary within the above range based on many factors including geographic location candidate experience and skills.

About PGIM Global Wealth

PGIM Global Wealth is a diversified distributor of asset management capabilities with over 100 actively managed funds globally. We are dedicated to helping clients tackle their toughest investment challenges and base the foundation of our investment strategy around collaboration and innovation. Our leadership team encourages innovative ideas and challenging the status-quo and are committed to developing talent for long-term success.

What we offer you:

• 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 $1600 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. To find out more about our Total Rewards package visit Work Life Balance Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week.