Vice President, Fixed Income Specialist

Job not on LinkedIn

October 31

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Logo of Prudential Financial

Prudential Financial

Finance • Insurance • Real Estate

Prudential Financial is a multinational financial services leader with operations in the United States, Asia, Europe, and Latin America. With a heritage in life insurance and asset management, the company helps individual and institutional customers grow and protect their wealth. Prudential offers a variety of products and services, including life insurance, annuities, retirement-related services, mutual funds, asset management, and real estate services.

10,000+ employees

Founded 1875

💸 Finance

🏠 Real Estate

📋 Description

• Supporting the PGIM Global Wealth generalist wholesalers and client engagement team across the Western region • Promoting the distribution of the firm’s suite of fixed income Mutual Funds and ETFs to financial advisors, RIAs, family offices, and institutional clients • Delivering insights, education, and strategic guidance to help clients integrate solutions into their portfolios • Traveling domestically with mutual fund regional coordinators to convey market perspectives • Interacting with senior investment professionals and attending investment meetings • Maintaining thorough ongoing analysis of key strategies to position capabilities versus peers

🎯 Requirements

• 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 • Ability to communicate fixed income concepts succinctly • Deep understanding of investment processes including portfolio and risk management • Collaborative style to build partnerships and relationships • Strong understanding of retail distribution and the asset management industry and products • B.A or B.S. degree, MBA and CFA designation strongly preferred

🏖️ Benefits

• Medical, dental, vision, life insurance, disability insurance • Paid Time Off (PTO) • 401(k) plan with company match (up to 4%) • Company-funded pension plan • Wellness Programs including reimbursement of items purchased to support personal wellbeing needs • Work/Life Resources to 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 accredited certificate programs • Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices after one year of service.

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