Business Relationship Manager (Virtual)

Prudential Financial • Fort Washington, IN

2d • $106,000 - $174,900 • Remote

About The Position

As a Business Relationship Manager, you will oversee and strengthen business-to-business connectivity between Prudential and its third-party annuity distribution partners, including independent marketing organizations and/or broker-dealers. The role supports sales enablement, operational effectiveness, and an improved experience for distribution partners and their clients.

Requirements

• 8+ years of financial services experience.
• Knowledge of financial services operations and electronic order entry technology platforms.
• Annuity specific experience strongly preferred.
• Leadership presence with the ability to influence others.
• Experience working collaboratively and building rapport with all levels of management.
• Results oriented with a strong focus on driving positive outcomes.
• Demonstrated ability to think strategically, understand the big picture, and recognize downstream impacts.
• Active listening skills partnered with the ability to ask relevant probing questions.
• Ability to balance multiple competing priorities and embrace change.
• Experience working in a collaborative matrixed environment.
• Experience supporting third-party annuity distribution through independent marketing organization, broker-dealer, or comparable intermediary channels preferred.
• FINRA Series 6, required.

Nice To Haves

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

Responsibilities

• Assume the lead relationship role 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 have potential to disrupt business with our 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 our partner firms’ workflow requirements and unique rules of engagement.
• Take the lead in understanding and communicating channel- and partner-specific initiatives that require internal system or workflow changes, and develop supporting business cases where appropriate.
• Lead the execution of approved partner-specific initiatives and coordinate cross-functional communication regarding business, operational, technology, and client impacts.
• Develop a deep understanding of the industry operational challenges and potential solutions and proactively participate in industry working groups where appropriate.
• Coordinate the execution, approval, and tracking of distribution and administrative agreements, including RFIs, service-level agreements, compensation schedules, and other required documentation.
• Coordinate new distribution partner onboarding.
• 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.

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).

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed