Senior Relationship Manager - Annuities Distribution

Prudential Financial • Shelton, MA

4d

About The Position

Prudential is seeking a highly motivated and strategic Senior Relationship Manager (SRM) to serve as a primary relationship leader for key distribution partners within the Individual Retirement and Annuities business. This role is responsible for developing and executing firm-specific growth strategies, strengthening executive-level relationships, identifying business opportunities, and ensuring seamless coordination across Sales, Product, Operations, Marketing, Service, and Technology teams. The Senior Relationship Manager will act as a trusted advisor to home office partners, broker-dealers, banks, wirehouses, and other strategic distribution organizations. Success in this role requires a strong understanding of the annuity marketplace, exceptional relationship management skills, and the ability to influence outcomes across a complex matrix organization. The ideal candidate combines commercial acumen, strategic thinking, relationship-building expertise, and operational discipline to help Prudential expand market share, deepen partner engagement, and deliver industry-leading retirement solutions.

Requirements

• Bachelor's degree in Business, Finance, Marketing, Economics, or related field.
• Extensive experience in relationship management, distribution, sales, business development, or partner management within financial services.
• Experience supporting annuity, retirement, wealth management, insurance, or investment products.
• Demonstrated success managing large institutional relationships and influencing senior executives.
• Strong analytical, presentation, negotiation, and communication skills.

Nice To Haves

• Experience working with broker-dealers, wirehouses, banks, independent firms, or wealth management platforms.
• Knowledge of RILA, FIA, Variable Annuities, Fixed Annuities, and retirement income solutions.
• FINRA licenses (SIE, Series 6, 7, 63, 65, or 66) and/or insurance licenses.

Responsibilities

• Own and manage executive-level relationships with assigned distribution partners.
• Develop and execute customized business plans that align partner objectives with Prudential's growth strategy.
• Serve as the primary point of contact for home office leaders and key decision-makers.
• Establish trusted advisor relationships that strengthen Prudential's position within partner organizations.
• Conduct regular business reviews and strategic planning sessions with partner firms.
• Identify opportunities to increase annuity sales, advisor engagement, and market penetration.
• Collaborate with internal and external sales teams to drive business growth initiatives.
• Partner with firms to expand product placement, platform access, and advisor adoption.
• Analyze sales trends, competitive dynamics, and partner performance to uncover growth opportunities.
• Support the launch and adoption of new products, solutions, and strategic initiatives.
• Partner closely with internal and external wholesalers to execute firm-specific sales strategies.
• Drive innovative sales desk campaigns and advisor engagement programs.
• Support national sales initiatives, conferences, educational events, and partner meetings.
• Provide market intelligence and field feedback to business leaders.
• Ensure readiness and coordination surrounding partner events, campaigns, and strategic activities.
• Act as the connective link between Relationship Management, Sales, Product, Operations, Technology, Service, Compliance, and Marketing teams.
• Lead complex initiatives requiring alignment across multiple business functions.
• Resolve escalated partner issues and drive timely, effective solutions.
• Influence internal stakeholders to prioritize partner needs and strategic opportunities.
• Support onboarding and implementation of new distribution relationships.
• Monitor business performance, sales activity, and operational metrics.
• Deliver actionable recommendations based on data, industry trends, and partner feedback.
• Maintain a strong understanding of the annuity landscape, competitor offerings, regulatory developments, and distribution trends.
• Provide strategic insights that influence product development and go-to-market planning.

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).

What This Job Offers

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