Account Manager
City Wide Facility Solutions Jacksonville
Onboarding Relationship Manager
Prudential Financial
full-time
Posted on:
Location Type: Hybrid
Location: Newark • New Jersey • 🇺🇸 United States
Visit company websiteSalary
💰 $118,700 - $176,600 per year
Job Level
JuniorMid-Level
About the role
- Serve as a trusted advisor and liaison between firm leadership, financial advisors, and clients
- Support the transition of business operations and ensure smooth acclimation to systems and resources
- Build and maintain strong relationships across internal teams and external stakeholders, including LPLE
- Partner with LPLE’s transition and onboarding teams to ensure alignment and a seamless advisor experience
- Support newly hired Regional Directors with the transition of their book of business, ensuring proper coordination and integration
- Communicate processes clearly and effectively to customers and associates
- Influence change through trust-building and strategic relationship management
- Collaborate with cross-functional teams to drive business outcomes
- Provide thoughtful solutions to complex challenges with a focus on simplicity and efficiency
- Work independently and as part of a team to meet organizational goals
- Adapt quickly to evolving business needs and industry changes
Requirements
- Minimum of 2–4 years’ experience successfully facilitating and/or managing onboarding operations for experienced hires
- Minimum of 2–4 years’ experience transitioning advisor business to a new broker-dealer
- Proven experience in financial services and customer relationship management
- Strong problem-solving skills to ensure the successful and timely flow of experienced hires through the transition and onboarding process, including effective resource allocation
- Exceptional verbal and written communication skills, with the ability to interact confidently with both field and home office associates
- Strong relationship-building skills; able to collaborate, work, and influence peers within and across the organization
- Self-starter with a strong sense of ownership, commitment to excellence, and the ability to manage multiple priorities in a fast-paced environment
- Demonstrated leadership capabilities; able to inspire and guide others, including experience working with firm leadership and supporting advisor transitions
- Securities license (e.g., Series 6, 63, 7, Series 65 or 66) strongly recommended
- Preferred Skills: Experience with CRM systems and financial platforms, Project management or change management experience, Coaching or mentoring experience is a plus
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 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
onboarding operationstransition managementcustomer relationship managementproblem-solvingresource allocationproject managementchange managementcoachingmentoring
Soft skills
relationship-buildingcommunicationinfluencecollaborationownershipcommitment to excellenceability to manage multiple prioritiesleadershiptrust-buildingadaptability
Certifications
Securities licenseSeries 6Series 63Series 7Series 65Series 66
