Job Description

Overview PGIM Investments - Regional Specialist, Alternatives and Direct Indexing Join to apply for the PGIM Investments - Regional Specialist, Alternatives and Direct Indexing role at PGIM The Regional Specialist is responsible for supporting the PGIM Investments generalist wholesalers and client engagement team across the West region. This individual will focus on promoting the distribution of the firm’s suite of alternative investment products and direct indexing solutions to financial advisors, RIAs, family offices, and institutional clients. The Sales Specialist will serve as a subject matter expert, delivering insights, education, and strategic guidance to help clients integrate these solutions into their portfolios. What You Will Do Conduct in-person and virtual meetings, presentations, and events to educate clients on the benefits and implementation of alternatives and direct indexing. Serve as a trusted advisor, offering portfolio construction insights and product positioning guidance. Maintain deep knowledge of the firm’s alternative investments (e.g., private equity, hedge funds, real assets) and direct indexing platforms. Stay current on market trends, competitor offerings, and regulatory developments. Partner with internal teams including marketing, product, and investment strategy to align messaging and support client needs. Provide regular reporting on sales activity, pipeline development, and market feedback. What You Can Expect This is a sales support role with a pay for performance culture. You will be expected to support our generalist wholesalers to help them meet specific sales targets across investment products, investment vehicles and investment firms. This position requires strong communication skills. You will be expected to be effective in communicating one-on-one, electronically and presenting in front of groups of financial professionals. This position demands that you are well organized, structured, and can be disciplined in sales systems and processes. You are expected to work with internal and external business partners to align resources to expected sales outcomes. What You Will Bring 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. About PGIM Investments PGIM Investments 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 $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. 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. Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law. If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com. If you are experiencing a technical issue with your application or an assessment, please email careers.technicalsupport@prudential.com to request assistance. Seniority level Mid-Senior level Employment type Full-time Job function Finance and Sales Referrals increase your chances of interviewing at PGIM by 2x #J-18808-Ljbffr PGIM

Job Tags

Similar Jobs