Prudential Financial

Manager

• Enable accurate forecasting of future state pipeline and headcount needs, ensuring resources are optimally allocated
• Improve throughput and utilization by analyzing trends and implementing data-driven solutions
• Provide the data and insights needed for Global Workforce Strategy Governance and Operations Lead to facilitate business case discussions/decisions
• Drive business alignment by collaborating with units on intake prioritization, supporting strategic decision-making
• Enhance stakeholder engagement through transparent and timely communication of performance insights
• Maintain comprehensive performance dashboards that deliver actionable metrics to leadership
• Monitor service level agreements (SLAs) to ensure consistent delivery and identify opportunities for improvement

Global Workforce Strategy Performance & Planning Support Manager

Financial Planning and Analysis

• Develop multi-year forecasts of the PGIM Real Estate U.S. Debt business and present results to key stakeholders, including U.S. Debt and PGIM Senior Leadership
• Mortgage Servicing Rights (MSR) analysis
• Prepare analysis and management reporting packages for senior management discussion on multi-year forecasts and actuals reporting
• Drive financial analysis and reporting enhancements useful to business partners
• Ensure accurate and timely completion of key financial deliverables, including portfolio returns
• Assist in business specific projects as needed
• Emphasis on process efficiency, data validation, and documentation

Planning & Analysis Specialist

• Preparing the quarterly investment forecast
• Analyzing both actual and forecasted results
• Presenting analysis to key stakeholders such as Business Unit Finance teams, the CIO organization, and Senior Management
• Focusing analysis on drivers impacting invested asset balances and investment income
• Maintaining a strong control environment to ensure accuracy and timeliness of reported results
• Delivering clear, insightful analysis to communicate the underlying story to stakeholders
• Partnering with CIO portfolio management teams to deepen understanding of investment portfolio activities and strategies
• Developing analytical models
• Preparing ad hoc analyses for senior management

Associate Manager, Planning and Analysis – ALM

Program Manager

• Understand program goals and contribute building components, process and sequence
• Analyze data to develop accurate reports and summaries
• Assists in developing professional and polished artifacts (roadmaps, portfolio updates etc.) to engage our stakeholders
• Support in organizing and running scaled agile events - quarterly portfolio planning and monthly portfolio review events
• Help with the development of new procedures and policies to streamline processes

Program Management Specialist

• Ensure financial statement balances are in accordance with GAAP & STAT principles
• Supervising a small team of approximately 2-3 accountants and providing feedback and guidance.
• Timely and accurate review of accounting entries and ledger reconciliation
• Coordinate and monitor all daily and monthly deliverables.
• Participate in various analysis and special projects.
• Monitor data integrity.
• External and Internal audit review and support.
• Overtime required during peak periods.

Associate Manager, Investment Operations – Private Accounting

Business Development Rep

• Be a knowledgeable consultant and partner to the Mid America Financial Group leadership team: Collaboration is the way we get things done here. You’ll be encouraged to share your past experiences and advise on how we can do things differently for greater impact
• Source and qualify high-performing Financial Advisor talent: Developing leads and contacting prospective advisors to determine alignment of their current business within Prudential Advisors strategies, goals, and compliance processes
• Have a sales and marketing mindset to your recruiting activities: Through multiple channels and partnering with marketing, articulate our value proposition in a manner that convinces high-performing, passive financial advisor talent to join our firm
• Turn insights into actions, and actions into great recruiting results: Acquiring advanced knowledge of local competitor firms and using that market intelligence to build a network of talent and robust pipelines within the assigned market

Advisor Recruiter – Business Development Manager

Account Manager

• Accountable for the leading and training the execution of the MSL segment relationship management strategy within their assigned region supporting customers with greater than 100 lives and varying complexities.
• Attract, retain, and develop top MSL Regional Account Manager talent, offering direct coaching and overseeing account management activities for MSL customers.
• Collaborate with the MSL Vice President of Distribution to achieve or surpass performance metrics and objectives for service, customer service, installation, and RFP processing.
• Foster strong relationships with internal business partners, sales executives, brokers, customers, and third-party administrators to ensure high-quality service, customer satisfaction, persistency, and profitability.
• Support and lead MSL RAM's and Sales with daily customer and producer engagements, assist with escalations, and participate in annual business planning and reviews to understand regional dynamics, books of business, and producer/customer relationships.
• Active participation and engagement in regional summit, strategic projects, and initiatives.

Regional Relationship Manager

• Maintain forward looking advisor compensation calculators and modeling tools.
• Partner with recruiting organization to provide key profitability insights into new financial advisor acquisition.
• Partner with Finance organization to provide Multi Year Forecast of variable expense to be used by senior management.
• Provide subject matter expertise on existing compensation practices and trends.
• Maintain and develop self-serve reporting for various home office requests (historical pay data, historical performance data, ad hoc senior leadership requests).
• Support additional work, assignments and management as needed.

Manager, Planning & Compensation Analytics

Sales

• Partner with the MSL Sales Executives, Account Executives, or Account Managers to manage MSL Request for Proposal (RFP) process including monitoring of RFP inboxes, entering data into internal sales systems, ensuring internal partners adhere to RFP timeline, review responses for completion and distribute proposal responses, and interfacing with brokers on behalf of the sales and account management team.
• Provide administrative sales support to aligned Customer Relationship Managers and serve as a liaison for sales personnel, customers, producers, and home office contacts.
• Serve as a resource for new hires and assist with new hire on-boarding.
• Participate in team meetings/trainings and serve as a backup for other team members when required.
• Document and maintain relevant sales and customer record systems to meet compliance requirements
• Support broker/customer activities including finalist meetings, enrollment, and benefit fair preparation, ordering brochures and giveaways.
• Work on special projects throughout the year.

Senior Sales Support Associate

Communications

• Empower colleagues across the function through tools, processes and data that enhance communications impact.
• Be a consultant and coach, providing perspective on industry trends, supplying data-driven insights, and identifying innovative solutions.
• Drive critical team capabilities including media monitoring and analysis, internal content analytics, and issues monitoring.
• Collaborate with colleagues to ensure accuracy and timeliness of insights.

Manager, Communications Strategic Enablement

Business Operations

• Lead current-state process analysis and future-state design for investment operations workflows.
• Translate business requirements into technology-enabled solutions.
• Identify opportunities for automation and operational efficiency using low-code / no-code platforms.
• Partner with stakeholders across various business lines to design and implement scalable solutions.
• Lead cross-functional stakeholders through complex change initiatives.
• Establish best practices for process documentation and governance.
• Monitor post-implementation outcomes and drive continuous improvement.

Director, Business Process Enablement, Investment Operations

• Support end-to-end analysis of current-state investment operations processes, identifying gaps, risks, and inefficiencies
• Assist in the design and documentation of future-state process flows aligned with business strategy and regulatory requirements
• Translate business requirements into well-documented enablement needs and functional specifications
• Support identification and use of low-code / no-code platforms, workflow tools, and automation to improve operational efficiency
• Partner with stakeholders across various business lines on testing, validation, etc.
• Support change management efforts by preparing process documentation, training materials, and adoption tools
• Maintain standards and best practices for process documentation and governance
• Identify continuous-improvement opportunities as processes and platforms evolve

Manager, Business Process Enablement, Investment Operations

• Collect, organize, and analyze performance data and key metrics.
• Prepare regular reports and dashboards for individual territories.
• Assist the Program Manager with day-to-day project coordination and operational tasks.
• Create and update PowerPoint presentations for Wealth Management and Financial Planning Programs, ensuring presentations align with program objectives, branding and learning standards.
• Support meetings by preparing agendas, materials, and follow-up documentation.

Associate Manager, Program Management

• Facilitate, deliver curriculum and Training & Development events for Advisors and Management
• Identify gaps in skills and knowledge in the curriculum and training processes
• Communicate these gaps, recommend and implement solutions partnering with the Director, Financial Planning, the Curriculum design team, and Subject Matter Experts
• Focus on achieving the performance objectives and metrics
• Synthesize information from the metrics and a variety of sources to maintain an overall picture of the organization’s efforts and impact in the field
• Recommend and facilitate solutions when problems are identified
• Participate as a member of the team, understanding the strategic goals of the organization, providing feedback on how the team can optimally support the achievement of these goals
• Communicate key issues to the Director to identify additional strategies, curriculum, and learning events
• Ensure the utilization and implementation of all training methods at a national level (with a heavy emphasis on technology and virtual tools), based upon the field needs, training topics, and Prudential Advisors initiatives and key strategies
• Ensure that there is strong collaboration with the field that provides for the development of Financial Professional’s skills and knowledge
• Work with the Director to ensure that the field leadership understands how the team supports the achievement of the firms objectives
• Partner with home office Subject Matter Expert teams for cross training in each division and the execution nationally of the training strategy

Program Management Manager

Product Manager

• Monitor emerging business results, market insights, and changes to the economic and regulatory environments
• Partner with Pricing to understand evolving changes in product pricing inputs and assumptions and their influence on product economics
• Collaborate across the business system to manage all aspects of the P&L, proactively managing the economics of new and inforce business to maximize value generation and manage risk
• Maintain awareness of competitor rates and relative positioning of products in the Growth portfolio
• Manage relationships with key stakeholders on the Future Growth Initiatives team to share insights and gather feedback on proposed rate action
• Support RFP / RFI response efforts as well as the development of pitch decks, term sheets, and other materials used in cultivating Future Growth pipeline opportunities
• Partner with the Individual Retirement Strategies Product Development team to evaluate the viability of prioritized innovation initiatives to define the Growth Initiatives product roadmap
• Leverage the empowered business model to execute upon the Growth Initiatives product roadmap through the Product Development, Product Support, and Product Implementation teams