„Prudential Financial“ yra pasaulinė finansinių paslaugų bendrovė, aptarnaujanti privačius ir institucinius klientus Jungtinėse Amerikos Valstijose, Azijoje, Europoje ir Lotynų Amerikoje. 1875 m. įkurta bendrovė veikia finansų, draudimo ir nekilnojamojo turto srityse. Jos paslaugos apima gyvybės draudimą, anuitetus, pensijų paslaugas, investicinius fondus, turto valdymą ir nekilnojamojo turto paslaugas. Bendrovės karjeros organizacija siūlo galimybių didelėje tarptautinėje įmonėje, kurios tikslas – padėti klientams kurti ir apsaugoti savo finansinę ateitį.
Senior Remote Business Relationship Manager, Annuities
Manage Prudential’s annuity distribution partnerships by improving operations, coordinating onboarding and agreements, and leading initiatives across teams. Serve as a key contact for partner needs and support product launches, workflow changes, and sales processing.
Aprašymas
- Build relationships with business and operations leaders at assigned distribution partners.
- Advance operational and technology improvements to strengthen connectivity and client experience.
- Spot, escalate, and resolve recurring operational issues.
- Learn partners’ business models, systems, and workflows to explain sales-processing needs and support product launches and updates.
- Collect, track, and share partner workflow requirements and engagement rules.
- Lead partner initiatives that require changes to internal systems or workflows.
- Prepare business cases when appropriate.
- Deliver approved partner initiatives and coordinate communication across teams.
- Take part in industry working groups and help develop solutions to operational issues.
- Coordinate the preparation, approval, execution, and tracking of distribution and administrative agreements, RFIs, service-level agreements, compensation schedules, and related documents.
- Manage onboarding for new distribution partners.
- Handle day-to-day responses to partner requests.
- Work with Sales and Relationship Management teams to shape and carry out partner strategies.
Reikalavimai
- At least 8 years of experience in financial services.
- Knowledge of financial services operations and electronic order-entry platforms.
- Annuity experience is strongly preferred.
- Demonstrated leadership presence and ability to influence others.
- Ability to collaborate and build rapport with management at all levels.
- Results-oriented approach focused on achieving positive outcomes.
- Strategic perspective, sound big-picture thinking, and awareness of downstream impacts.
- Active listening skills and ability to ask relevant probing questions.
- Ability to manage competing priorities and adapt to change.
- Experience in a collaborative, matrixed organization.
- Experience supporting third-party annuity distribution through an independent marketing organization, broker-dealer, or similar intermediary is preferred.
- FINRA Series 6 license required.
Privalumai
- Competitive base salary.
- Potential for an annual bonus.
- Medical, dental, vision, life, and disability insurance.
- Paid time off.
- Parental and military leave.
- 401(k) plan with company match of up to 4%.
- Company-funded pension plan.
- Wellness programs, including up to $1,600 per year toward eligible personal wellbeing purchases.
- Work and life resources for parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
- Education benefit for approved traditional college degrees and accredited certificate programs.
- Employee stock purchase plan offering shares at 85% of the lower of two prices.
- Eligibility for a discretionary annual incentive program.