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Data Manager, Client Transition


Iselin, NJ
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Job Details

Position Title: Data Manager, Client Transition
Job Code: 390958
Job Location: New Jersey-Iselin
This position is within the Full Service Solutions (FSS) department of Prudential Retirement.
The Data Manager is responsible for the successful on-boarding Data and implementation of Data Strategy for new FSS clients, existing plan reviews, merger & acquisition activity, and the implementation of changes to plan and service offerings for existing FSS clients. This role serves as the point person/project manager for internal resources as well as clients and intermediaries as it relates to data.
Responsible for the following outcomes:
  • Project manager for standard to mid-level complexity data implementation activities
  • Front line contact for all data related items for the client, prior record-keeper and payroll vendors
  • Strategize with internal and external parties on all plan participant data related items needed for plan activities
  • Ensures data required to deliver elected services is confirmed with the client and tested by internal resources
  • Independently represents Client Transition in prospective client visits, onsite implementation meetings, and existing client meetings clearly articulating our data story and technical capabilities
  • Demonstrate progress through project plans and provides internal and external where applicable
  • Leverage internal resources to develop and implement strategy
  • Assigns tasks to Data Specialist
  • Manage global plan level clean up through the creation and maintenance of a Project Plan, successful identification and resolution to data and/or service issues identified during the review and final agreement from internal stakeholders
  • Subject matter expert lead/support on outside activities & escalations (OCC, SOUP, Rush cases, project, etc)
  • Identify and implement process/procedure improvements as well as Champion efforts on behalf of organization
  • Support new associate training at all levels including formal/informal training along with acting as a mentor when needed; ability to identify and address skill gaps
  • Assignment oversight with strong ability to prioritize and work under tight deadlines 
  • Supports and/or delegates projects/research request on top of BAU work. This could include owning/leading projects
  • Approve checklists / procedure changes
  • Project manage improvements and efficiencies

  • 5 of Retirement Industry, and/or Financial Services experience required
  • Works well independently and in team setting
  • Demonstrates strong initiative and willingness to improve technical expertise
  • Able to develop a cohesive set of solutions in complex, high volume, deadline-driven environment
  • Strong leadership skills with keen ability to motivate others, build team climate, fostering change and negotiate internal/external conflict
  • Ability to consistently exceed quality and production standards and adhere to standard operating procedures
  • Ability to prioritize and manage tight deadlines and multiple touch points over a period of time for multiple events
  • Strong knowledge of Prudential Retirement Services product offering or related industry products and services
  • Strong communication skills and ability to foster relationships with internal and external partners
  • Ability to create data strategies that result in optimal outcomes
  • Demonstrate ability to lead a project team and provide guidance and leadership to help achieve team goals
  • Ability to work in a fastpaced, changing environment
  • Proficient with Microsoft Office applications
  • Shows initiative and is results oriented
  • Strong attention to detail
  • Prefer college degree, or equivalent customer/client service and operation experience in a fastpaced financial environment



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: Operations
Schedule: Full-time
Apply on the Company Site

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