A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE
As the Global Asset Management business of Prudential, we’re always looking for ways to improve financial services. We’re passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world.
We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you’ll unlock a motivating and impactful career – all while growing your skills and advancing your profession at one of the world’s leading global asset managers!
If you’re not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that’s investing in your future by shaping tomorrow today.
What You Will Do
The Sales Strategist role is new to PGIM Fixed Income. It has been identified as a critical role that we are currently missing in driving sales in North America. North American distribution is moving to a regional model from a more channelized approach. The regions will be West, Central, South, Northeast, and Canada. Each regional team will consist of individuals in Business Development, Relationship Management and Consultant Relations. Revenue and Key Performance Indicators will be derived for each region.
The Sales Strategist will be responsible for organizing weekly meetings for each region, setting the agenda for each meeting, managing the pipeline amongst the teams, coordinating with product specialists on the investment desk, tracking results, identifying bottlenecks in the sales process, organizing necessary training, and reporting results, managing consistency between regional teams’ sales process. You will collaborate closely with the North American Client Council, other distribution leaders globally and the Global Head of the Client Advisory Group. You will utilize your analytical problem-solving approaches, intellectual curiosity, and critical thinking capabilities to optimize the business operations of the Institutional Sales team.
The role is a vice president position and will report to the Global Head of the Client Advisory Group. The position is based in Newark, NJ. Our organization follows a hybrid work schedule where employees currently work in the office three days a week.
What You Can Expect
- Drive alignment across Marketing, Distribution and Portfolio Management Teams
- Lead the management and usage of CRM including driving data cleanup, collaborating with outside vendors, communicating status with the team.
- Report and evaluate success metrics for Institutional salespeople. Develop management reports for Head of Institutional Sales, CEO and senior management that measure and highlight key team activity and pipeline data.
- Ensure critical information is accessible and available across the team by collaborating effectively with internal partners (e.g., Finance, Technology, Investments, Marketing, Product Specialists, Retirement Investment Services, etc.).
- Drive and organize team meeting agendas for members of the North America Client Council to ensure topics are aligned to team objectives.
- Create a system for collecting and sharing key portfolio information across the team.
- Lead efforts with product specialists to communicate critical information about new and existing products that the distribution team needs for clients and other stakeholders.
- Partner with members of North America Client Council to develop presentations for senior leadership of PGIM Fixed Income, PGIM and Prudential.
- Identify and organize training sessions along with North American Client Council to improve sales effectiveness and client retention.
- Collaborate closely with Client Advisory Group senior leaders on sales forecasting and expense budgeting.
- Expand Business Intelligence capabilities to facilitate data driven decision making.
- Create framework for business planning and goal setting via territory segmentation, product prioritization and competitive analyses.
- Coordinate the roll out of new strategies and priority product action plans
What You Will Bring
- 10+ years of experience with leading business management functions in the institutional business.
- Undergraduate degree required; MBA preferred.
- Proven record of utilizing qualitative and quantitative analytical problem-solving approaches; high level of intellectual curiosity and critical thinking capabilities.
- Strong people skills—ability to become a trusted advisor to the senior leaders of the Client Advisory Group and PGIM Fixed Income.
- Must have excellent written and verbal communication skills.
- Strong team ethic: ability to work effectively with other groups in the organization, including Operations, Technology, Finance, Legal and Compliance, Marketing, HR, etc.
- Proficient with Excel, Word, PowerPoint, and working knowledge of Salesforce.
- Working knowledge of technology and data tools such as Tableau, Seismic, Power BI, etc.
- Superior abstract reasoning and analytical skills, ability to meet tight deadlines with a high degree of accuracy and multi-tasking ability.
What will set you apart?
A successful candidate for this role will be able to quickly organize disparate teams, gain their confidence, build consensus, resolve conflicts, and help drive positive sales results.
What We Offer You
- Medical, dental, vision, life insurance and PTO (Paid Time Off)
- Retirement plans: 401(k) plan with generous company match (up to 4%) and company-funded pension plan
- Wellness Programs to help you achieve your wellbeing goals, 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 health, and career development.
- Tuition Assistance to help finance traditional college enrollment, approved degrees, many accredited certificate programs, and industry designations.
Note: 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 $175,000 to $205,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. 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.
About PGIM Fixed Income
PGIM Fixed Income is a global asset manager offering active solutions across all fixed income markets. With approximately 1000 employees and $805Bn assets under management, the company has offices in Newark, London, Letterkenny, Amsterdam, Munich, Zurich, Tokyo, Hong Kong, and Singapore. Our business climate is a safe inclusive environment, centered around mutual respect, intellectual honesty, transparency, and teamwork. Our leaders are focused on talent & culture; dedicated to fostering growth & development at all levels to develop the industry leaders of tomorrow.
Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.
Prudential is a multinational financial services leader with operations in the United States, Asia, Europe, and Latin America. Leveraging its heritage of life insurance and asset management expertise, Prudential is focused on helping individual and institutional customers grow and protect their wealth.
We recognize that our strength and success are directly linked to the quality and skills of our diverse associates. We are proud to be a place where talented people who want to make a difference can grow as professionals, leaders, and as individuals.
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.
The Prudential Insurance Company of America, Newark, NJ and its affiliates.
#J-18808-Ljbffr