4 retail client manager jobs found

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: Corporate - People Team We are seeking a highly organized and experienced Meeting Planner to oversee the entire life cycle of meetings, conferences, and special events.  This role involves managing event logistics, facilitating communication among stakeholders, and ensuring successful planning and execution from start to finish. Job requirements, skills set, and years of experience: Minimum five to seven years prior corporate meeting and conference planning experience. Possess extensive understanding of hospitality industry, how it operates, how it is organized and how to manage through the system efficiently and effectively. Understanding of the Insurance and Financial Services and IRS regulations as they relate to meetings and conferences a plus. The successful candidate must have a proven track record in the following areas: Management and development of all logistical components associated with meetings and conferences....

Job Classification: Project Mgmt, Transformation & Strategy - Project Mgmt, Transformation & Strategy A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE   As the Global Asset Management business of Prudential, we’re always looking for ways to improve financial services. We’re passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world.   We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you’ll unlock a motivating and impactful career – all while growing your skills and advancing your profession at one of the world’s leading global asset managers!     If you’re not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that’s investing in your future by shaping tomorrow today.    At PGIM, You Can!    What you will do   The Project...

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...