Administration

• Recruiting initiatives related to financial professionals; responsibilities may include: Source both inexperienced and experienced candidates to the firm Engage with candidates to schedule appointments, organize interviews, conduct appropriate introductions and coordinate VIP days for prospective experienced financial professionals Monitor candidates as they progress through the pre-hire and appointment process Support onboarding process and transition to Prudential Marketing activities to help drive market growth; responsibilities may include: Research market opportunities and work with leadership team in development of strategies and plans to grow market, track and report results Increase visibility and brand awareness through oversight of firm’s social media platforms such as the firm’s home page and LinkedIn postings Coordinate and execute logistics in support of the firm’s seminar strategy (target audience, drive attendance, manage the venue or technology, track results, etc.) Sales support to help drive revenue growth; responsibilities may include: Owner “lead optimization strategy” for the firm, to help improve lead program scoring factors and conversion results to increase revenue; firm liaison with the Leads Program office to maximize lead program effectiveness Manage the new business submission process (NIGO resolution, minimize time from application to delivery/investment, follow on outstanding transfer of assets, etc.) Provide new business technology and training support to advisors aligned to the firm (eMoney, eLife, AnnuityNet, Wealthscape, etc.) Office responsibilities to ensure operational efficiency may include: Schedule firm wide meetings, including coordinating seasonal celebrations for the firm Monitor adherence with mandatory training requirements Financial Support to help manage firm expenses and responsibilities Other administrative responsibilities such as scheduling, calendar management and travel arrangements Responsibilities listed above may or may not apply depending on the unique needs of each firm.

Sales Support Administrator

Senior Subcontracts Administrator

Client Accounts Administrator

Claims Administrator

Fund Administration Specialist