Senior Partner Relations & Sales Operations Lead

Prudential Financial

Clifton (TX)

On-site

USD 85,000 - 130,000

Full time

9 days ago

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Benefits offered by this job

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
PTO
Parental and military leave
Company-funded pension
Wellness program
Work/Life resources
Education benefits
Employee Stock Purchase Plan

Job summary

Prudential Financial in Texas seeks a skilled Business Relationship Manager to oversee and strengthen connections with third-party annuity partners and broker-dealers. You will lead relationships with operational and business leaders to drive technology advances and improve client experiences.

You will coordinate initiatives, manage partner-specific projects, and align strategy with Sales and Relationship Management teams. A focus on process improvements and documentation is essential.

Qualifications

  • 8+ years of financial services experience.
  • Experience supporting third-party annuity distribution channels.
  • Knowledge of financial services operations and electronic order entry platforms.

Responsibilities

  • Identify and resolve systemic operational challenges that affect partner firms.
  • Understand partner business models and communicate sales-processing requirements for product launches.
  • Lead channel initiatives and develop business cases for internal changes where needed.
  • Coordinate cross-functional execution of partner initiatives affecting business, operations, technology, and clients.
  • Coordinate the creation and tracking of distribution and administrative agreements, including SLAs and compensation schedules.
  • Serve as the day-to-day contact for partner firm requests.
  • Collaborate with Sales and Relationship Management to align partner strategies and execution.

Skills

Relationship management
Sales enablement
Cross-functional collaboration
Partner management

Job description

Prudential Financial in Texas seeks a skilled Business Relationship Manager to oversee and strengthen connections with third-party annuity partners and broker-dealers. You will lead relationships with operational and business leaders to drive technology advances and improve client experiences.

You will coordinate initiatives, manage partner-specific projects, and align strategy with Sales and Relationship Management teams. A focus on process improvements and documentation is essential.

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