Associate Managing Director - Prudential Wealth Advisors

Prudential Financial • Cranberry Township, PA

11d

About The Position

The Associate Managing Director (AMD) is a strategic partner to the Managing Director and a member of the firm’s leadership team. The role drives advisor growth, development, and retention by attracting experienced financial advisors, supporting successful transitions, and helping advisors maximize their long-term success and productivity with Prudential Advisors. The AMD works with recruiting partners to build relationships with experienced advisor candidates and teams, explain the value of affiliating with Prudential Advisors, and support their evaluation and due diligence. The AMD also coaches and consults with advisors on practice growth, wealth management capabilities, teaming strategies, and business development.

The role partners across onboarding, operations, supervision, and wealth management to help newly affiliated advisors integrate, move assets, and reach early productivity milestones. It also supports retention and engagement by addressing challenges and identifying growth opportunities. Working closely with the Managing Director, the AMD uses market intelligence, business performance information, and industry trends to inform decisions and execute business priorities. Success is measured through advisor acquisition, recruited assets under management, onboarding effectiveness, productivity growth, retention, engagement, practice growth, and contribution to firm performance.

Requirements

• Significant experience in wealth management, financial services leadership, advisor development, or advisor recruiting.
• Proven success recruiting and attracting experienced financial advisors.
• Strong knowledge of financial planning, investments, advisory platforms, and advisor practice management.
• Demonstrated ability to influence and build trusted relationships with advisors, candidates, and business partners.
• Strong analytical, communication, coaching, and relationship management skills.
• Ability to use data and market insights to drive business results.
• Strong execution, organization, and follow-through capabilities.
• Series 6 and 65 registrations and Life/Health insurance license.

Nice To Haves

• Bachelor’s degree preferred.
• Series 7 and 66 registrations preferred.
• Industry designations such as CFP, ChFC, or CLU preferred.

Responsibilities

• Partner with recruiting professionals to engage prospective experienced advisors and teams, build trusted relationships, explain the strategic and economic benefits of joining Prudential Advisors, support due diligence, and help convert qualified opportunities into hires.
• Coach and consult with advisors on financial planning, investments, practice management, business development, client relationships, productivity, and practice growth.
• Foster accountability, performance excellence, and continuous advisor development, and connect advisors with relevant resources and expertise.
• Help newly affiliated advisors transition and integrate into Prudential Advisors by coordinating with onboarding, operations, supervision, and wealth management teams.
• Support asset movement and help newly affiliated advisors achieve early productivity milestones.
• Strengthen advisor engagement and retention by proactively addressing challenges, identifying growth opportunities, and helping advisors realize the value of their affiliation.
• Partner with the Managing Director to execute business priorities and firm growth objectives.
• Use market intelligence, business performance insights, and industry trends to identify opportunities, anticipate challenges, and inform decisions.
• Advise advisors and candidates on wealth management, advisory business models, advisor economics, succession planning, teaming opportunities, and business optimization.
• Represent the firm with professionalism, credibility, and executive presence.

Benefits

• Market-competitive base salary and yearly bonus potential.
• Medical, dental, vision, life, and disability insurance.
• Paid Time Off (PTO) and leaves of absence, including parental and military leave.
• 401(k) plan with company match up to 4%.
• Company-funded pension plan.
• Wellness programs, including up to $1,600 per year for reimbursement of eligible wellbeing purchases.
• Work/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 enrollment and many accredited certificate programs.
• Employee Stock Purchase Plan, allowing shares to be purchased at 85% of the lower of the beginning or ending purchase-period price.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior