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Senior Relationship Manager – Annuities Distribution
Prudential FinancialSenior Relationship Manager growing Prudential's annuity distribution partnerships and retirement solutions business. Leading executive relationships, sales strategies, and cross-functional initiatives across financial services partners.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in relationship management and business development within financial services, with a focus on annuity and retirement products. Proven ability to analyze market trends, drive sales initiatives, and influence senior executives to achieve strategic objectives.
Highest-signal resume keywords
Relationship ManagementBusiness DevelopmentAnnuity SalesAnalytical SkillsFINRA Licenses
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales Strategy ExecutionMarket AnalysisProduct DevelopmentNegotiation SkillsPresentation Skills
Soft Skills
Communication SkillsInfluencing SkillsCollaboration
Certifications & Qualifications
FINRA SIEFINRA Series 6FINRA Series 7FINRA Series 63FINRA Series 65FINRA Series 66
Industry Keywords
Financial ServicesWealth ManagementInsurance ProductsRetirement Income SolutionsBroker-DealersWirehousesIndependent Firms
About the role
Key responsibilities & impact- Own and manage executive-level relationships with assigned distribution partners
- Develop and execute customized business plans aligned with partner objectives and Prudential's growth strategy
- Serve as the primary contact for home office leaders and key decision-makers
- Establish trusted-advisor relationships and conduct regular business reviews and strategic planning sessions
- Identify opportunities to increase annuity sales, advisor engagement, and market penetration
- Collaborate with internal and external sales teams to drive growth initiatives
- Expand product placement, platform access, and advisor adoption
- Analyze sales trends, competitive dynamics, and partner performance to uncover growth opportunities
- Support the launch and adoption of new products, solutions, and strategic initiatives
- Execute firm-specific sales strategies with internal and external wholesalers
- Drive sales desk campaigns and advisor engagement programs
- Support national sales initiatives, conferences, educational events, and partner meetings
- Provide market intelligence and field feedback to business leaders
- Coordinate partner events, campaigns, and strategic activities
- Connect Relationship Management, Sales, Product, Operations, Technology, Service, Compliance, and Marketing teams
- Lead complex cross-functional initiatives and resolve escalated partner issues
- Influence internal stakeholders to prioritize partner needs and strategic opportunities
- Support onboarding and implementation of new distribution relationships
- Monitor business performance, sales activity, and operational metrics
- Deliver recommendations based on data, industry trends, and partner feedback
- Track the annuity landscape, competitor offerings, regulatory developments, and distribution trends
- Provide strategic insights for product development and go-to-market planning
Requirements
What you’ll need- Bachelor's degree in Business, Finance, Marketing, Economics, or related field
- Extensive experience in relationship management, distribution, sales, business development, or partner management within financial services
- Experience supporting annuity, retirement, wealth management, insurance, or investment products
- Demonstrated success managing large institutional relationships and influencing senior executives
- Strong analytical, presentation, negotiation, and communication skills
- Experience working with broker-dealers, wirehouses, banks, independent firms, or wealth management platforms preferred
- Knowledge of RILA, FIA, Variable Annuities, Fixed Annuities, and retirement income solutions preferred
- FINRA licenses (SIE, Series 6, 7, 63, 65, or 66) and/or insurance licenses preferred
Benefits
Comp & perks- Market competitive base salaries, with a yearly bonus potential at every level
- Medical, dental, vision, life insurance, and disability insurance
- Paid Time Off (PTO)
- 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 supporting parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development
- Education Benefit for traditional college enrollment toward an approved degree and accredited certificate programs
- Employee Stock Purchase Plan: shares can be purchased at 85% of the lower of two prices
- Eligibility to participate in a discretionary annual incentive program
- Inclusive workplace culture
- Career development and opportunities to own career growth