PGIM DC Solutions - Institutional Client Advisor Support Specialist

Job Classification:

The role

The DC Institutional Client Advisor Support Specialist will be responsible for assisting with the identification and cultivation of Defined Contribution institutional prospects and clients, preparing business presentations, coordinating internal resources/partners, as well as more generally assisting with the closing of institutional sales.

What you will do

• Participate as key member of a dedicated DC Solutions team focused on direct relationship building and asset gathering within a defined set of clients
• Develop knowledge of the DC Solutions product offering and understanding of all PGIM single asset class strategies processes, resources, and capabilities.
• Support DC Institutional client advisors with on-going sales and sales-related communication with clients and prospects.
• Interface with key business partners/stakeholders across PGIM to organize meetings and coordinate presentation materials.
• Prepare materials providing background on institutional prospects including bios, plan details (research MMD, Brightscope, websites, other market intelligence databases, etc.),
• Develop understanding of the distinct sponsor channels (corporate, publics, Taft-Hartley, higher education, hospital and non-for-profit, etc.) active in the target date and retirement income space, and how PGIM capabilities and strategies map within the various channels.
• Attend occasional industry association meetings and related conferences with, and as directed by, the client advisory group.

What you will bring

• Minimum of 2-3 years of investment industry or investment sales experience
• Experienced user of SalesForce CRM and Tableau systems
• Holds or is willing to obtain Series 7, Series 63, and Series 3 licenses
• Familiarity with Defined Contribution, investments and markets
• BA/BS degree (MBA/CFA candidate a plus)
• Willing to travel as necessary

Salary range disclosure

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 $90,000 to $120,000.  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.

PGIM DC Solutions

PGIM DC Solutions is a business within PGIM that is focused on elevating the brand and product capabilities with Defined Contribution clients.  PGIM is a Top DC Asset Manager and continuing to build our presence with large Defined Contribution Plan Sponsor and Consultants.  Our business climate is a safe inclusive environment, centered around mutual respect, intellectual honesty, transparency, and teamwork.

• 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.