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Business Relationship Manager - Annuities Client Relationships


Shelton, CT
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Job Details

Position Title: Business Relationship Manager - Annuities Client Relationships
Job Code: 450198
Job Location: Connecticut-Shelton

The Business Relationship Manager is responsible for overseeing and strengthening the business-to-business connectivity between Prudential and our Annuity third party Distribution partners for the purposes of sales enablement and overall ease of doing business.


·        Take lead role in partnership with Operations leadership of our Broker Dealers partners to educate and promote operational/technology advances and identify key initiatives that can influence and improve business connectivity and client experience.

·        Identify, escalate and resolve systemic operational challenges that have potential to disrupt business with our partner firms.

·        Understand and educate on specific work flows related to BD Annuity platforms for purposes of communicating sales processing nuances and product launches/change plans.

·        Gather, track and communicate our partner firms’ workflow requirements and unique rules of engagement.

·        Take lead in understanding, communicating and creating business cases where appropriate for BD specific initiatives that require system or workflow changes internally. 

·        Drive execution of approved firm specific initiatives and cross functional communication on business impact.

·        Develop a deep understanding of the industry operational challenges and potential solutions. Proactively participant in industry working groups where appropriate.

·        Coordinate the execution, approval and tracking of administrative agreements including: RFIs, SLAs, compensation schedules and other documentation as needed.

·        Coordination of new distribution partner onboarding

·        Operate as the day-to-day point of contact for ad hoc requests from partner firms

·        Constant collaboration with Sales Relationship Management teams to align strategic priorities with tactical efforts.


·        Strong working knowledge of financial services operations and electronic order entry technology platforms.  Annuity specific experience strongly preferred.

·        Must have strong ability to work collaboratively and build rapport with all levels of management.

·        Strong written and verbal communication skills a must.

·        Ability to influence others by sharing knowledgeable insights that impact decisions made and actions taken.

·        Must be results oriented with strong initiative focused on delivering results

·        Demonstrated ability to think strategically, see the big picture and understand downstream impacts

·        Active listening skills partnered with the ability to ask relevant probing questions

·        Strong emotional intelligence with the ability to adjust style and strategy based on the individual and situation.

·        Prior experience successfully managing competing priorities

·        Maintain a leadership mentality that is confident to take ownership in both formal and informal leadership situations.

·        Ability to work effectively within ambiguous scenarios and embrace change.

·        Prior experience working successfully in collaborative matrixed environments.

·        Minimum 5 years of financial services experience

·        Third party sales experience preferred. Sales mindset required.

·        Bachelor degree required

·        Series 6 and 63 required within 90 days of hire

·        Travel requirements: under 20%

Prudential is a multinational financial services leader with operations in the United States, Asia, Europe, and Latin America. Leveraging its heritage of life insurance and asset management expertise, Prudential is focused on helping individual and institutional customers grow and protect their wealth. The company's well-known Rock symbol is an icon of strength, stability, expertise and innovation that has stood the test of time. Prudential's businesses offer a variety of products and services, including life insurance, annuities, retirement-related services, mutual funds, asset management, and real estate services.

We recognize that our strength and success are directly linked to the quality and skills of our diverse associates. We are proud to be a place where talented people who want to make a difference can grow as professionals, leaders, and as individuals. Visit to learn more about our values, our history and our brand.

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

Note that this posting is intended for individual applicants. Search firms or agencies should email Staffing at for more information about doing business with Prudential.
Job Function: Insurance/Financial Service Sales
Schedule: Full-time
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