Director, Strategic Advisor Partnerships

🕒 vor 7 Tagen

🦌 Connecticut, Maine, +13 weitere Bundesländer – Remote

infoinfo

💵 $147.100 - $220.700 / Jahr

⏰ Vollzeit

🔴 Experte

🧐 Strategie

🗣️🇺🇸🇬🇧 Englisch erforderlich

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Logo of Prudential Financial

Prudential Financial

10.000+ Mitarbeiter

Gegründet 1875

💸 Finanzen

🛡️ Versicherung

🏠 Immobilien

Finance • Insurance • Real Estate

Prudential Financial ist ein multinationaler Marktführer im Bereich Finanzdienstleistungen mit Niederlassungen in den USA, Asien, Europa und Lateinamerika. Mit einer langen Tradition in Lebensversicherung und Vermögensverwaltung unterstützt das Unternehmen sowohl private als auch institutionelle Kunden dabei, ihr Vermögen zu vergrößern und zu schützen. Prudential bietet eine Vielzahl von Produkten und Dienstleistungen an, darunter Lebensversicherungen, Rentenversicherungen, Dienstleistungen im Zusammenhang mit der Altersvorsorge, Investmentfonds, Vermögensverwaltung und Immobiliendienstleistungen.

Beschreibung

• Develop and manage strategic relationships with third-party organizations influencing financial advisor affiliation decisions • Drive advisor growth by building partnerships that generate qualified opportunities across recruiting segments • Establish and nurture relationships with advisor recruiting firms, M&A consultants, succession planning organizations, custodial referral programs, practice management consultants, and wealth management influencers • Identify emerging advisor acquisition channels and increase Prudential Advisors' visibility among target advisor populations • Develop partnership strategies that expand access to advisor talent and support sustainable growth • Negotiate third-party vendor contracts and monitor competitor strategies for external sourcing • Partner with Enterprise Vendor Governance, Legal, Compliance, and Procurement to evaluate, onboard, and manage strategic partnerships • Align partnership priorities with advisor acquisition and growth objectives • Serve as primary liaison between external partners and internal stakeholders • Implement partnership opportunities while maintaining governance and risk controls • Represent Prudential Advisors' value proposition to external vendors and sell PA as the firm of choice for transitioning advisors • Develop referral channels for experienced advisors, advisor teams, and succession candidates • Accept or decline candidates and approve and pay invoices post-hire • Cultivate opportunities with intact advisor teams and independent wealth management firms and connect prospects with recruiters • Facilitate introductions between prospective advisors and field leadership • Partner with recruiting teams and business leaders to advance advisor opportunities through the affiliation process

🎯 Anforderungen

• Minimum 7 years of experience in relationship management, advisor recruiting, wealth management business development, strategic partnerships, or a related field • Established and verifiable network of relationships with third-party organizations influencing advisor affiliation decisions • Experience with advisor recruiting firms, succession planning consultants, practice management organizations, business brokers, and industry referral sources • Demonstrated track record generating experienced advisor recruiting opportunities through external partnerships and referral networks • Proven success recruiting or influencing affiliation decisions of experienced advisors, advisor teams, or wealth management practices with established books of business • Experience with vendor negotiation • Proven track record securing and driving key relationships that impact business results

🏖️ Vorteile

• Market competitive base salaries • Yearly bonus potential • Medical, dental, vision, life insurance, and disability insurance • Paid Time Off (PTO) • 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 reimbursement for personal wellbeing items • Work/Life Resources supporting parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development • Education Benefit for approved college degrees and accredited certificate programs • Employee Stock Purchase Plan with shares purchasable at 85% of the lower of two prices • Discretionary annual incentive program • Equal opportunity employment • Accommodation support during the application process

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