Executive Relationship Manager – Annuity & Wealth Growth

Jobtailor; Maine; On-site; USD 120,000 - 190,000; Full time

Job summary

Prudential in the United States seeks a senior Relationship Manager to own executive-level partner relationships and drive annuity sales and growth strategies.

Lead cross-functional initiatives, develop strategic business plans, and coordinate with Sales, Product, and Compliance to execute firm-wide campaigns.

Qualifications

• Bachelor's degree in Business, Finance, Marketing, Economics, or related field.
• Extensive experience in relationship management, distribution, sales, business development, or partner management within financial services.
• Experience supporting annuity, retirement, wealth management, insurance, or investment products.
• Demonstrated success managing large institutional relationships and influencing senior executives.
• Strong analytical, presentation, negotiation, and communication skills.
• Experience working with broker-dealers, wirehouses, banks, independent firms, or wealth management platforms preferred.
• Knowledge of RILA, FIA, Variable Annuities, Fixed Annuities, and retirement income solutions preferred.
• FINRA licenses (SIE, Series 6, 7, 63, 65, or 66) and/or insurance licenses preferred.

Responsibilities

• Own and manage executive-level relationships with assigned distribution partners.
• Develop and execute customized business plans aligned with partner objectives and Prudential's growth strategy.
• Serve as the primary contact for home office leaders and key decision-makers.
• Establish trusted-advisor relationships and conduct regular business reviews and strategic planning sessions.
• Identify opportunities to increase annuity sales, advisor engagement, and market penetration.
• Collaborate with internal and external sales teams to drive growth initiatives.
• Expand product placement, platform access, and advisor adoption.
• Analyze sales trends, competitive dynamics, and partner performance to uncover growth opportunities.
• Support the launch and adoption of new products, solutions, and strategic initiatives.
• Execute firm-specific sales strategies with internal and external wholesalers.
• Drive sales desk campaigns and advisor engagement programs.
• Support national sales initiatives, conferences, educational events, and partner meetings.
• Provide market intelligence and field feedback to business leaders.
• Coordinate partner events, campaigns, and strategic activities.
• Connect Relationship Management, Sales, Product, Operations, Technology, Service, Compliance, and Marketing teams.
• Lead complex cross-functional initiatives and resolve escalated partner issues.
• Influence internal stakeholders to prioritize partner needs and strategic opportunities.
• Support onboarding and implementation of new distribution relationships.
• Monitor business performance, sales activity, and operational metrics.
• Deliver recommendations based on data, industry trends, and partner feedback.
• Track the annuity landscape, competitor offerings, regulatory developments, and distribution trends.
• Provide strategic insights for product development and go-to-market planning.

Skills

Relationship management

Business development

Annuity sales

Analytical skills

Presentation skills

Negotiation

Communication skills

Influencing skills

Collaboration

Education

Bachelor's degree in Business, Finance, Marketing, Economics, or related field

Job description

• Own and manage executive-level relationships with assigned distribution partners
• Develop and execute customized business plans aligned with partner objectives and Prudential's growth strategy
• Serve as the primary contact for home office leaders and key decision-makers
• Establish trusted-advisor relationships and conduct regular business reviews and strategic planning sessions
• Identify opportunities to increase annuity sales, advisor engagement, and market penetration
• Collaborate with internal and external sales teams to drive growth initiatives
• Expand product placement, platform access, and advisor adoption
• Analyze sales trends, competitive dynamics, and partner performance to uncover growth opportunities
• Support the launch and adoption of new products, solutions, and strategic initiatives
• Execute firm-specific sales strategies with internal and external wholesalers
• Drive sales desk campaigns and advisor engagement programs
• Support national sales initiatives, conferences, educational events, and partner meetings
• Provide market intelligence and field feedback to business leaders
• Coordinate partner events, campaigns, and strategic activities
• Connect Relationship Management, Sales, Product, Operations, Technology, Service, Compliance, and Marketing teams
• Lead complex cross-functional initiatives and resolve escalated partner issues
• Influence internal stakeholders to prioritize partner needs and strategic opportunities
• Support onboarding and implementation of new distribution relationships
• Monitor business performance, sales activity, and operational metrics
• Deliver recommendations based on data, industry trends, and partner feedback
• Track the annuity landscape, competitor offerings, regulatory developments, and distribution trends
• Provide strategic insights for product development and go-to-market planning

Requirements

• Bachelor's degree in Business, Finance, Marketing, Economics, or related field
• Extensive experience in relationship management, distribution, sales, business development, or partner management within financial services
• Experience supporting annuity, retirement, wealth management, insurance, or investment products
• Demonstrated success managing large institutional relationships and influencing senior executives
• Strong analytical, presentation, negotiation, and communication skills
• Experience working with broker-dealers, wirehouses, banks, independent firms, or wealth management platforms preferred
• Knowledge of RILA, FIA, Variable Annuities, Fixed Annuities, and retirement income solutions preferred
• FINRA licenses (SIE, Series 6, 7, 63, 65, or 66) and/or insurance licenses preferred

Core Competencies

Demonstrates expertise in relationship management and business development within financial services, with a focus on annuity and retirement products. Proven ability to analyze market trends, drive sales initiatives, and influence senior executives to achieve strategic objectives.

Highest-signal resume keywords

• Relationship Management
• Business Development
• Annuity Sales
• Analytical Skills
• FINRA Licenses

ATS Optimization Keywords

Hard Skills

• Sales Strategy Execution
• Market Analysis
• Product Development
• Negotiation Skills
• Presentation Skills

Soft Skills

• Communication Skills
• Influencing Skills
• Collaboration

Certifications & Qualifications

• FINRA SIE
• FINRA Series 6
• FINRA Series 7
• FINRA Series 63
• FINRA Series 65
• FINRA Series 66

Industry Keywords

• Financial Services
• Wealth Management
• Insurance Products
• Retirement Income Solutions
• Broker-Dealers
• Wirehouses
• Independent Firms