Transition Manager, Pension Risk Transfer (PRT) / Hybrid

Prudential Financial•Moosic, PA

5d•$106,000 - $174,900•Hybrid

About The Position

At Prudential, we believe talent is key to achieving our vision. When you join Prudential, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading financial services institutions! The Pension Risk Transfer (PRT) market is a growing and vibrant part of Prudential's Retirement's Retirement Strategies team. The PRT New Business & Client Transition team has an opportunity to expand their team in the role of Transition Manager. The PRT Transition Manager supports the on-boarding of new PRT clients for the domestic Pension Risk Transfer market and serves a critical role contributing to the first impression that Prudential makes with new clients. The Transition Manager leads the on-boarding process and interacts extensively with any of the following: clients, intermediary advisors, and internal business partners. The current EWA for this position is Hybrid and requires your on-site presence in Hartford, CT, Newark, NJ, Scranton, PA, on a reoccurring basis as determined by your business. Your manager will provide additional details relative to the specific number of days you are expected to be on-site. The hiring team is comfortable for the right talent to work remotely from anywhere in the US as well.

Requirements

BS degree or equivalent work experience
5+ Years of Experience with Retirement Products and/or relevant Project Management experience
Demonstrated ability to lead and influence others
Successful communication skills / comfortable interacting with clients at various levels
Attention to detail
Self-motivated and proactive

Nice To Haves

Discretion to deal with confidential information
Ability to multi-task and prioritize competing projects and deliverables
Ability to work in a fast-paced, ever-changing, and challenging environment

Responsibilities

Presenting and managing the on-boarding timeline with our external partners (client, advisors, prior recordkeepers, and actuaries) and internal partners (New Business, Marketing, Contracts, Pricing, PSC, PRU, Tax, etc.) to achieve a flawless transition
Issues Welcome Kit packages to each retired and deferred annuitant which provides key pieces of information that an annuitant needs to begin their experience with Prudential
Logging, tracking, and following open issues to resolution including confirming task owner and establishing target dates
Partnering with Data Specialists on data needs and provision clarification for Technical Specialists and then communicating those needs to the client / broker for a successful on-boarding data load effort and creation of claims summary
Obtaining CAR forms, W-9 forms, completing Schedule As, and other miscellaneous requirements from clients during the transition

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.

Stand Out From the Crowd

Upload your resume and get instant feedback on how well it matches this job.

Upload and Match Resume