
10,000+ employees
Founded 1875
đ¸ Finance
đĄď¸ Insurance
đ 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.
đĽ 2 minutes ago
đŚ Connecticut, Maine, +13 more states â Remote
đľ $147.1k - $220.7k / year
â° Full Time
đ´ Lead
đ§ Strategy
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10,000+ employees
Founded 1875
đ¸ Finance
đĄď¸ Insurance
đ 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.
⢠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
⢠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
⢠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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