Business Relationship Manager (Virtual)

Prudential Financial, Inc.; Cincinnati (OH); On-site; USD 106,000 - 175,000; Full time

Benefits offered by this job

Yearly bonus potential

Healthcare coverage

401(k) with company match

Company-funded pension plan

Wellness programs

Employee Stock Purchase Plan

Education benefits

Job summary

Prudential Financial, Inc. seeks a Business Relationship Manager to strengthen B2B connectivity with third-party annuity distribution partners. You will lead relationships, promote operational and technology advances, and coordinate onboarding while aligning partner strategies with Sales and Relationship Management.

The role requires 8+ years in financial services, knowledge of operations, and FINRA Series 6. A strong ability to influence, listen, and manage multiple priorities is essential.

Qualifications

• 8+ years of financial services experience.
• Knowledge of financial services operations; annuity experience preferred.
• Leadership presence with influence across levels.
• Experience collaborating with management at all levels.
• FINRA Series 6, required.

Responsibilities

• Lead relationship with distribution partners to promote operational and technology advances.
• Identify and resolve systemic operational challenges impacting partners.
• Communicate sales-processing requirements for product launches and changes.
• Coordinate onboarding of new distribution partners.
• Serve as day-to-day point of contact for partner firms.
• Collaborate with Sales and Relationship Management to align strategies.

Skills

Relationship management

Leadership presence

Strategic thinking

Cross-functional collaboration

Active listening

Multi-priority management

Experience with annuity distribution

FINRA Series 6

Job description

Job Classification: Sales - Sales

As a Business Relationship Manager , you will oversee and strengthen business-to-business connectivity between Prudential and its third-party annuity distribution partners, including independent marketing organizations and/or broker-dealers. The role supports sales enablement, operational effectiveness, and an improved experience for distribution partners and their clients.

Responsibilities include, but are not limited to:

• Assume the lead relationship role with operational and business leaders at assigned distribution partners to promote operational and technology advances, identify shared priorities, and improve business connectivity and the client experience.
• Identify, upscale, and resolve systemic operational challenges that have potential to disrupt business with our partner firms.
• Understand partner-specific business models, platforms, and workflows to communicate sales-processing requirements and support product launches and changes.
• Gather, track, and communicate our partner firms’ workflow requirements and unique rules of engagement.
• Take the lead in understanding and communicating channel- and partner-specific initiatives that require internal system or workflow changes, and develop supporting business cases where appropriate.
• Lead the execution of approved partner-specific initiatives and coordinate cross-functional communication regarding business, operational, technology, and client impacts.
• Develop a deep understanding of the industry operational challenges and potential solutions and proactively participate in industry working groups where appropriate.
• Coordinate the execution, approval, and tracking of distribution and administrative agreements, including RFIs, service-level agreements, compensation schedules, and other required documentation.
• Coordinate new distribution partner onboarding.
• Serve as the day-to-day point of contact for ad hoc requests from partner firms.
• Collaborate with Sales and Relationship Management teams to align partner strategies, priorities, and tactical execution.

Qualifications:

• 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.
• Demonstrated ability to think strategically, understand the big picture, and recognize downstream impacts.
• Active listening skills partnered with the ability to ask relevant probing questions.
• Ability to balance multiplecompeting priorities and embrace change.
• Experience working in a collaborative matrixed environment.
• Experience supporting third-party annuity distribution through independent marketing organization, broker-dealer, or comparable intermediary channels preferred.
• FINRA Series 6, required.

What we offer you:

Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $106,000.00 to $174,900.00. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills.

• Market competitive base salaries, with a yearly bonus potential at every level.
• Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as 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 to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
• Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.
• Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period).

Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week.

Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.

Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law.

To maintain the integrity and security of our hiring process, Prudential may use identity verification technologies. Your consent will be obtained before any verification takes place.

If you need an accommodation to complete the application process, please email [e-mail].

If you are experiencing a technical issue with your application or an assessment, please email [e-mail] to request assistance.