Business Relationship Manager

Job not on LinkedIn

🔥 0 minutes ago

🦌 Connecticut, Iowa, +7 more states – Remote

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💵 $106k - $174.9k / year

⏰ Full Time

🟠 Senior

🔴 Lead

💰 Account Manager

👻 Ghost score 0%

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Logo of Prudential Financial

Prudential Financial

10,000+ employees

Founded 1875

💸 Finance

🛡️ Insurance

🏠 Real Estate

Finance • Insurance • Real Estate

Prudential Financial is a multinational financial services leader with operations in the United States, Asia, Europe, and Latin America. With a heritage in life insurance and asset management, the company helps individual and institutional customers grow and protect their wealth. Prudential offers a variety of products and services, including life insurance, annuities, retirement-related services, mutual funds, asset management, and real estate services.

📋 Description

• Lead relationships with operational and business leaders at assigned distribution partners • Promote operational and technology advances and improve business connectivity and client experience • Identify, escalate, and resolve systemic operational challenges • Understand partner business models, platforms, and workflows to communicate sales-processing requirements and support product launches and changes • Gather, track, and communicate partner workflow requirements and rules of engagement • Lead partner-specific initiatives requiring internal system or workflow changes • Develop supporting business cases where appropriate • Lead execution of approved partner-specific initiatives and coordinate cross-functional communication • Participate in industry working groups and develop solutions to operational challenges • Coordinate execution, approval, and tracking of distribution and administrative agreements, RFIs, service-level agreements, compensation schedules, and other documentation • Coordinate new distribution partner onboarding • Serve as day-to-day point of contact for ad hoc partner requests • Collaborate with Sales and Relationship Management teams on partner strategies and execution

🎯 Requirements

• 8+ years of financial services experience • Knowledge of financial services operations and electronic order entry technology platforms • Annuity-specific experience strongly preferred • Leadership presence with the ability to influence others • Experience working collaboratively and building rapport with all levels of management • Results-oriented with a strong focus on driving positive outcomes • Ability to think strategically, understand the big picture, and recognize downstream impacts • Active listening skills and ability to ask relevant probing questions • Ability to balance multiple competing priorities and embrace change • Experience working in a collaborative matrixed environment • Experience supporting third-party annuity distribution through an independent marketing organization, broker-dealer, or comparable intermediary channel preferred • FINRA Series 6 required

🏖️ Benefits

• 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 for reimbursement of items purchased to support personal wellbeing needs • Work/Life Resources supporting parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development • Education Benefit for approved traditional 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 eligibility

Apply Now

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