4 relationship manager jobs found

Job Classification: Operations - Insurance Operations Prudential’s Group Insurance Onboarding organization is seeking a Manager, Absence Onboarding Specialist (Leader of People) to lead a portion of the Absence Onboarding Specialist (AOS) team. This role provides day-to-day people leadership and delivery oversight, and partners closely with the Director of Absence Onboarding on leadership priorities, initiatives, project management, continuous improvement, and talent excellence. The current employee work arrangement for this position is dependent on business preferences and location, and may require on-site presence on occasion at a Prudential office. Reporting Relationship This role reports to the Director of Absence Onboarding. What you can expect Lead, coach, and develop a team of Absence Onboarding Specialists, including ongoing feedback, performance management, recognition, and career development. Partner closely with the Director of Absence...

Job Classification: Sales - Sales Prudential Annuities, a division within Prudential’s Global Retirement Income team, which focuses on providing retirement income solutions to clients and supporting Prudential’s retirement strategies business, is seeking an Internal Wholesaler to join their team. What you can expect: Serve as the ‘go-to’ person for providing expert insight and product information to your network of financial professionals in the independent broker dealer channel so they can effectively offer Prudential solutions to their customers. Grow, develop, and manage your own territory’s profitability through sales execution, marketing campaigns, business plans, and customer relationship management. Utilize telephone and virtual technologies to cultivate relationships with your clients by answering their questions, proactively engaging them in new opportunities, and becoming a true business partner. Foster peace of mind and stability by helping...

Job Classification: Investment Management - Investment Operations What You Will Do We are seeking an Associate to support the day‑to‑day operational functions of the separately managed account (SMA) platform. This role is responsible for providing end‑to‑end operational oversight for the SMA platform, ensuring accurate, timely, and well‑controlled execution across daily, periodic, and annual processes. The position supports critical functions including billing and revenue reporting, client agreements and RIA documentation, new account onboarding, custodian coordination, operational reporting, and exception management. The role partners closely with Finance, Legal, Sales, Trading, and Technology teams to resolve issues, maintain data integrity, and support platform growth, while continuously enhancing operational controls, documentation, and process efficiency. PGIM Custom Harvest, a division of the PGIM Global Wealth group, is a pioneer in the development of...

Job Classification: Sales - Sales What you will do The primary role of the Internal Wholesaler is to drive sales and build relationships with Financial Professionals selling PGIM Global Wealth Mutual Funds and Managed Accounts. The Internal Wholesaler must achieve and maintain an expert knowledge of the PGIM Global Wealth product line and the Mutual Fund Industry. What you can expect: Developing relationships with Financial Professionals through outbound calls Communicating with Financial Professionals through letters and email Handling special projects as assigned within Desk Attending various sales meetings and training sessions Maintenance of PC based contact management system Responding to inbound Product and Sales calls What you will bring FINRA series 7 license is required for this position. Candidates with a FINRA series 6 will be considered but must obtain the series 7 within 90 days of hire FINRA series 63 or 66 is required for...