Business Relationship Manager – Annuities
Prudential Financial
full-time
Posted on:
Location Type: Office
Location: Shelton • Connecticut, Minnesota, New Jersey, Pennsylvania • 🇺🇸 United States
Visit company websiteSalary
💰 $107,300 - $166,400 per year
Job Level
SeniorLead
About the role
- Assume the lead role in partnership with Operations leadership of our distribution partners to educate and promote operational/technology advances and identify key initiatives that can influence and improve business connectivity and client experience
- Identify, escalate, and resolve systemic operational challenges that have potential to disrupt business with our partner firms
- Understand and educate on specific workflows related to firm specific platforms for purposes of communicating sales processing nuances and product launch/change plans
- Gather, track, and communicate our partner firms’ workflow requirements and unique rules of engagement
- Take lead in understanding, communicating, and creating business cases where appropriate for Broker Dealer specific initiatives that require system or workflow changes internally
- Partner with both internal and external Broker Dealer relationship management for operational needs pertaining to all sales channels via advisors with approved Broker Dealers
- Develop a deep understanding of the industry operational challenges and potential solutions and proactively participate in industry working groups where appropriate
- Coordinate the execution, approval, and tracking of administrative agreements including: RFIs, SLAs, compensation schedules, and other documentation as needed
- Coordinate new distribution partner onboarding
- Serve as the day-to-day point of contact for ad hoc requests from partner firms
- Collaborate with Sales Relationship Management, Broker Dealer Relationship Management and Sales teams to align strategic priorities with tactical efforts
- Travel expected 20% of time
Requirements
- 8+ years of financial services experience
- Knowledge of financial services operations and electronic order entry technology platforms
- Annuity specific experience strongly preferred
- Leadership presence with the ability to influence others
- Experience working collaboratively and building rapport with all levels of management
- Results oriented with a strong focus on driving positive outcomes
- Demonstrated ability to think strategically, understand the big picture, and recognize downstream impacts
- Active listening skills partnered with the ability to ask relevant probing questions
- Ability to balance multiple competing priorities and embrace change
- Experience working in a collaborative matrixed environment
- FINRA Series 6 and State Insurance license required or ability to obtain within 180 days of hire.
Benefits
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial services operationselectronic order entry technologyannuity specific experiencesystem workflow changesbusiness case developmentadministrative agreementsRFI managementSLA managementcompensation schedules
Soft skills
leadership presenceinfluencecollaborationrapport buildingresults orientedstrategic thinkingactive listeningprioritizationadaptability
Certifications
FINRA Series 6State Insurance license