Prudential Financial

Financial Planning and Analysis

• The Analyst will be assigned to work with a senior credit research member on the Large Cap Private Credit Team.
• The Analyst works closely with senior team members to perform fundamental investment analysis, define value within issuer capital structures and industry sectors, as well as communicate investment recommendations to Portfolio Managers and the Large Cap Private Capital Investment Committee.
• The fundamental credit investment research conducted by the Analyst is an integral component of the portfolio construction process and the ongoing monitoring of investments.
• The Analyst role involves regular interaction with the management of issuing companies, industry experts, and external counterparts including advisors, banks and private equity funds.
• Analysts benefit from collaboration with both Public and Private investment professionals within PGIM.
• The Analyst role offers growing responsibility as the Analyst’s experience grows.

Private Credit Investment Analyst/Senior Analyst

Content Writer

• Create and update PruLibrary content.
• Write, revise, and format content such as SOPs, job aids, FAQs, workflows, procedures, and other knowledge assets.
• Ensure alignment with the KM Framework, organizational standards, and naming conventions.
• Apply clear, concise, and audience appropriate writing and formatting.
• Collaborate with subject matter experts to extract, clarify, and validate knowledge.
• Document tacit and explicit knowledge in standardized formats.
• Add, revise, delete, and restructure content while following taxonomy and metadata best practices.
• Submit, manage, and track Content Approval Workflows and KM Tracker requests.
• Maintain document histories and support archival processes.
• Conduct searches for internal and external information related to processes, regulatory practices, and industry standards.
• Review content for clarity, completeness, and consistency.
• Support KM education by helping associates learn how to use the KM Framework, templates, and tools.
• Assist with facilitation of knowledge sharing sessions, workshops, or Train the Trainer activities.
• Ensure content accuracy, version integrity, and alignment to governance requirements.

Knowledge Management Writer

Account Manager

• Responsible for strategic and consultative management of assigned book of business, including the development of customer specific business plans to identify opportunities to retain and profitably grow business and to strengthen relationships.
• Collaborate with Premier Sales Executives and Regional Relationship Managers on books of business to identify business growth opportunities.
• Coordinating enrollment, sales and support services for assigned accounts (100-500 lives).
• Build strong relationships and collaborate with internal functional partners to successfully implement new business, address service inquiries, and provide consultative support.
• Actively participate in special projects throughout the year, serve as a resource for new hires for the first six months, and serve as a backup for other team members.
• Provide ongoing coaching and mentoring to peer group.
• Update reporting source systems.

• Responsible for strategic and consultative management of assigned book of business, including the development of customer specific business plans to identify opportunities to retain and profitably grow business and to strengthen relationships.
• Collaborate with Premier Sales Executives and Regional Relationship Managers on books of business to identify business growth opportunities.
• Coordinating enrollment, sales and support services for assigned accounts (100-500 lives).
• Build strong relationships and collaborate with internal functional partners to successfully implement new business, address service inquires, and provide consultative support.
• Actively participate in special projects throughout the year, serve as a resource for new hires for the first six months, and serve as a backup for other team members.
• Provide ongoing coaching and mentoring to peer group.
• Update reporting source systems.

Program Manager

• 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
• Examine and improve all areas of the financial planning process including but not limited to marketing, technology, teaming, client service, etc.
• 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

Senior Financial Planning Consultant – Program Manager

Claims Specialist

• Analyze information on file specific to partial disability payments such as paystubs, timesheets, and other contractual provisions.
• Perform calculations of partial disability payments specific to Paid Leave, STD, and LTD.
• Offer technical support to the Group Insurance Disability Organization related to partial calculations.
• Collaborate with the Group Insurance Disability Organization to address challenges related to adjustments.
• Respond to customer service issues within required timeframes to meet customer expectations.

Senior Disability Claims Examiner, Concierge Team

Vice President

• Accountable for meeting or exceeding sales results within assigned territory
• Effectively partner with internal business units to develop and execute individual sales plans with selected distribution partners
• Meet or exceed activity requirements deemed necessary to achieve sales goals as defined by sales management
• Demonstrate a thorough knowledge of Prudential's products, services and programs and effectively use knowledge to compete and win in the marketplace
• Identify and recruit producers and financial advisors within assigned territory to meet or exceed sales plan
• Provide initial and ongoing training to Brokerage General Agencies, Institutions, and Individual Producers within the territory on the use of Prudential’s products and services
• Practice exemplary compliance, record keeping and expense management

Private Placement, RVP

Manager

• Lead, coach, and develop 3 Team Leaders and the broader Proficiency & Deployment Team to deliver strong hiring and training outcomes.
• Own the end-to-end training flex operating model: intake, hiring pipeline, onboarding, training plans, readiness decisions, and deployment timing.
• Build a customer-focused culture that supports consistent, high-quality claim outcomes.
• Use performance data to manage throughput and quality (e.g., training progress, proficiency signals, deployment readiness, and early performance trends post-deployment).
• Partner across Claims Operations, Training, and key stakeholders to prioritize deployments and flex resources as needs shift.
• Serve as the primary LTD liaison to L&D—coordinating learning requests and delivery (intake, scheduling, objectives, and follow-through on outcomes) as business needs evolve.
• Drive continuous improvement in hiring, onboarding, training, and deployment practices.
• Ensure adherence to policies, procedures, and applicable controls while maintaining clear accountability and pace.
• Manage multiple priorities in a fast-moving, high-change environment.

Manager, Proficiency & Deployment

• Oversee daily cash positioning and short-term liquidity forecasting, ensuring sufficient liquidity for operational and strategic needs
• Oversee payment processes across multiple rails (SWIFT, Fedwire, ACH, etc); coordinate electronic funds transfers with subsidiaries/business units
• Advise on payment regulatory considerations
• Optimize Treasury Management System and processes including prioritization of opportunities
• Drive automation and process enhancements for efficiency and accuracy
• Enhance and streamline reporting and visibility to cash accounts
• Provide insights to senior management for strategic decision-making
• Support ad-hoc reporting and projects
• Lead and mentor a team of treasury professionals
• Champion a culture of continuous learning and professional growth

Manager, Treasury – Cash Management & Payments

Project Manager

• Serves as a subject matter expert representing business leaders and operations in the design and implementation of projects and enterprise initiatives spanning the operational life cycle (Onboarding, Customer Data Management, Medical Underwriting, Billing, Record Keeping Services, and the Customer Excellence Team)
• Demonstrates strong leadership and coaching capabilities, supporting team members through mentorship, continuous learning, and knowledge‑sharing to elevate operational effectiveness
• Provides project management and delivery support, including creation of project charters and plans, defining deliverables and dependencies, removing impediments, monitoring progress, and managing risks, issues, and cross‑functional impacts
• Identifies end‑user needs and pain points to define business, process, and technology requirements, ensuring solutions are intuitive, scalable, and aligned with customer experience goals
• Coordinates and participates in user acceptance testing for technology releases
• Conducts process mapping, optimization, and root cause analysis to identify opportunities, design future‑state workflows, and support operational excellence
• Engages in continuous learning to expand business process, digital, and operational knowledge
• Partners with business leaders to prepare and deliver data‑driven business cases
• Shares insights and progress updates to promote a customer‑centric, connected enterprise mindset
• Supports change management efforts across the service organization
• Participates in the development of procedures, training materials, and knowledge resources
• Identifies opportunities to apply automation, workflow tools, and AI‑enabled solutions

Account Executive

• Evaluate and quote on Premier Account cases (100 -10,000 lives) that vary in complexity.
• Review Request for Proposals (RFP's), discussing Plan features or enhancements with a consultant to better serve the needs of the client and their employees.
• Build relationships with key producers and consultants.
• Work closely with the Underwriting/Contracts and Compliance departments to negotiate the best pricing.
• Coordinate and conduct CE classes, Lunch & Learns and meetings about Prudential's Group Insurance products and services.
• Support Prudential's presence in the marketplace by being risk smart and fully inclusive when delivering on our value proposition and in implementing new and innovative solutions.

Sales Executive

Compliance

• Monitor automated fixed income portfolio investment guidelines using Aladdin as well as manual processes where required
• Research potential violations by partnering with Data, Client Service, Portfolio Management and Operations teams as needed
• Prepare client certifications and other reporting
• Respond to ad hoc compliance requests regarding portfolios and trading
• Work on various transformation projects

Portfolio Compliance Risk Surveillance Analyst

Director

• Grow and protect voluntary revenue through participation in customer & broker meetings, the sale of new business and additional issuance and by driving increased enrollment results.
• Ensure market leading service and enrollment solutions, and retention of customers.
• Provide strategic direction on voluntary benefit products and services as well as industry trends to Prudential regional distribution teams.
• Partner with regional Distribution segment leads and underwriting to build business plans that will assist in the achievement of new issue, enrollment and persistency targets.
• Recommend development of voluntary/worksite solutions for employers and brokers with underwriting, enrollment and operations.
• Serve as a subject matter expert for professional development and product knowledge, market dynamics, ensuring Distribution employees within assigned regions have the right support, tools and resources to grow our voluntary market share.
• Champion continuous improvement to increase customer satisfaction for our voluntary benefit products and services.
• Collaborate with internal business partners to ensure producer and customer needs are understood, satisfied and in alignment with overall Group Insurance strategy.

Director, Voluntary Benefits

Paralegal

• Research, analysis and summary of state and federal law
• Legal document review
• Contract review
• Pre-litigation complaint cases; escalated claims handling and inquiries
• Special projects with business clients

Customer Support

• Handling inbound calls related to EWRS legacy Variable Annuity and Legacy SPIA products
• Providing accurate information and guidance to customers and advisors
• Taking ownership of call resolution and completing work at the point of call when possible
• Assessing requests, confirming requirements, and setting clear expectations during calls
• Accurately documenting call details and actions taken in designated systems
• Applying procedures and contractual provisions appropriately
• Supporting the transition of work from a third party provider to an internal team
• Identifying inefficiencies and contributing ideas to improve call flows and processing
• Participating in projects or initiatives to improve service quality and efficiency
• Overtime may be required at times to meet service demands

Private Credit Investment Analyst/Senior Analyst

Knowledge Management Writer

Account Manager

Account Manager

Senior Financial Planning Consultant – Program Manager

Senior Disability Claims Examiner, Concierge Team

Private Placement, RVP

Manager, Proficiency & Deployment

Manager, Treasury – Cash Management & Payments

Project Manager

Sales Executive

Portfolio Compliance Risk Surveillance Analyst

Director, Voluntary Benefits

Paralegal

Customer Service Associate