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Prudential Financial

Sells life insurance, annuities and investments

Business Relationship Manager

Business Development & PartnershipsConfirmed live in the last 24 hours
Full-time$106k - $174.9kRemote

About the Job

Requirements

  • At least 8 years of financial services experience.
  • Knowledge of financial services operations and electronic order entry technology platforms.
  • Leadership presence and the ability to influence others.
  • Experience working collaboratively and building rapport with all levels of management.
  • A results-oriented approach focused on driving positive outcomes.
  • Ability to think strategically, understand the big picture, and recognize downstream impacts.
  • Active listening skills and 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 license required.

Responsibilities

  • Lead relationships with operational and business leaders at assigned distribution partners to promote operational and technology advances, identify shared priorities, and improve business connectivity and the client experience.
  • Identify, escalate, and resolve systemic operational challenges that could disrupt business with partner firms.
  • Understand partner-specific business models, platforms, and workflows to communicate sales-processing requirements and support product launches and changes.
  • Gather, track, and communicate partner firms’ workflow requirements and unique rules of engagement.
  • Understand and communicate channel- and partner-specific initiatives requiring internal system or workflow changes, and develop supporting business cases where appropriate.
  • Lead execution of approved partner-specific initiatives and coordinate cross-functional communication about business, operational, technology, and client impacts.
  • Develop understanding of industry operational challenges and potential solutions, and participate in industry working groups where appropriate.
  • Coordinate execution, approval, and tracking of distribution and administrative agreements, including requests for information, service-level agreements, compensation schedules, and other required documentation.
  • Coordinate onboarding of new distribution partners.
  • Serve as the day-to-day point of contact for ad hoc requests from partner firms.
  • Collaborate with Sales and Relationship Management teams to align partner strategies, priorities, and tactical execution.

Desired Qualifications

  • Annuity-specific experience is strongly preferred.
  • Experience supporting third-party annuity distribution through independent marketing organizations, broker-dealers, or comparable intermediary channels is preferred.

About the Company

Prudential Financial

Sells life insurance, annuities and investments

Prudential Financial sells life insurance, annuities and retirement plans to individuals and employers in the United States and Japan, and it invests money for institutional investors through PGIM, its asset management arm. PGIM brings together specialist firms, including stock picker Jennison Associates and separate units for bonds, quantitative strategies, real estate and private credit. Prudential earns insurance premiums, collects investment returns on the premiums it holds until claims and payouts come due, and charges fees on the assets PGIM manages. The company was founded in 1875 to sell burial insurance and is headquartered in Newark, New Jersey.

Company size
10,001+
Company stage
IPO
Headquarters
Newark, NJ
Founded
1875

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