PGIM Custom Harvest - Manager, Relationship Management

PGIM•Newark, NJ

17d

About The Position

PGIM Custom Harvest is looking for an experienced relationship manager to focus on Retail Separately Managed Accounts. The Client Service Associate will work to strengthen relationships and ensure that clients are satisfied. PGIM Custom Harvest, a division of PGIM Investments, is a pioneer in the development of tax-beneficial investment strategies using exchange-traded-funds (ETFs) for clients seeking improved after-tax outcomes. We provide full exposure to a client-selected benchmark while generating tax alpha through customized separately managed account (SMA) portfolios of ETFs. PGIM Custom Harvest manages $6.7 billion on behalf of a wide range of RIAs and Wealth Managers.

Requirements

Demonstrated knowledge of retail separately managed accounts and direct indexing
6+ years of experience in client services within investment management, brokerage, or capital markets
Knowledge of financial regulations and best practices
Specific knowledge of ETFs and structured products
Chartered Financial Analyst (CFA) designation
FINRA 7 & 66 licenses
Strong knowledge of portfolio construction
Strong Microsoft Excel skills (VLOOKUPs, Pivot Tables, managing large data sets)
Strong familiarity with Salesforce client management
Excellent verbal and written communication skills

Responsibilities

Development and review of client transition proposals with financial advisors for prospective clients
Perform new account analysis and coordinate acceptance
Liaison with FA/clients as well as internal stakeholders
Ensure the resolution of Financial Advisor/Client inquiries and requests.
Provide daily reporting to senior leadership
Review account onboarding paperwork with FA/clients as well as PGIM Wholesalers
Generate account performance reports, review performance attribution, and contribute to future performance reporting enhancements
Function as subject matter expert for future enhancements of internal systems and processes
Daily management of inbound phone line to support Financial Advisor inquiries
Coordinate with Trading team to accommodate account trading instructions
Manage Advisor outreach campaigns in coordination with other Custom Harvest teams

Benefits

Market competitive base salaries, with a yearly bonus potential at every level.
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), after one year of service.
Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance.

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