
Transition Manager, Pension Risk Transfer – Hybrid
Prudential Financial
full-time
Posted on:
Location Type: Hybrid
Location: Connecticut • New Jersey • United States
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Salary
💰 $106,000 - $174,900 per year
About the role
- Presenting and managing the on-boarding timeline with our external partners (client, advisors, prior recordkeepers, and actuaries) and internal partners (New Business, Marketing, Contracts, Pricing, PSC, PRU, Tax, etc.) to achieve a flawless transition
- Issues Welcome Kit packages to each retired and deferred annuitant which provides key pieces of information that an annuitant needs to begin their experience with Prudential
- Logging, tracking, and following open issues to resolution including confirming task owner and establishing target dates
- Partnering with Data Specialists on data needs and provision clarification for Technical Specialists and then communicating those needs to the client / broker for a successful on-boarding data load effort and creation of claims summary
- Obtaining CAR forms, W-9 forms, completing Schedule As, and other miscellaneous requirements from clients during the transition
Requirements
- BS degree or equivalent work experience
- 5+ Years of Experience with Retirement Products and/or relevant Project Management experience
- Demonstrated ability to lead and influence others
- Successful communication skills / comfortable interacting with clients at various levels
- Attention to detail
- Self-motivated and proactive
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
project managementdata managementissue trackingon-boarding processesretirement products
Soft skills
leadershipinfluencecommunicationattention to detailself-motivationproactivity
Certifications
BS degree