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Job Classification:
Sales - Sales
A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE
As the Global Asset Management business of Prudential, were always looking for ways to improve financial services. Were 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, youll unlock a motivating and impactful career all while growing your skills and advancing your profession at one of the worlds leading global asset managers!
If youre not afraid to think differently and challenge the status quo, come and be a part of a dedicated team thats investing in your future by shaping tomorrow today.
At PGIM, You Can!
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 regional teams will be supported by client service, reporting, onboarding, marketing, and product functions. A North American Client Council consisting of the Head of US Sales, Head of US Relationship Management, and the Head of Consultant Relations.
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 a 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 skillsability 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.
*PGIM welcomes all applicants, even if you don't meet every requirement. If your skills align with the...

Equal Opportunity Employer - minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity