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Manager, Planning & Analysis, Central Transaction Review, Prudential Advisors


Iselin, NJ
Job Code:
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Job Details

Position Title: Manager, Planning & Analysis, Central Transaction Review, Prudential Advisors
Job Code: 401238
Job Location: New Jersey-Iselin
Prudential Advisors is Prudential’s retail distribution channel. Prudential’s captive agents are licensed insurance agents, appointed to Prudential’s US-based life insurers, and referred to as Prudential Advisors' Financial Professionals. Prudential Advisors' Financial Professionals are also registered representatives of Pruco Securities, LLC, Prudential’s dually registered broker dealer/investment advisor registered with the SEC and FINRA.
Our captive agent force is comprised of approximately 2,600 Financial Professionals and 330 field managers located in 49 of the 50 states (excluding Alaska) in roughly 1,000 registered locations reporting to 49 parent agencies that report to four sales territories. Insurance products sold by Prudential Advisors Financial Professionals primarily include life insurance, annuities and property & casualty insurance. Investment products include mutual funds, general securities and managed accounts. 
"Prudential Advisors" is a brand name of The Prudential Insurance Company of America and its subsidiaries.


The Manager, Planning & Analysis is responsible for the provision of timely, accurate and reliable business quality management information and the running and enhancement of reporting systems which facilitate the production of this management information. The role encompasses supervisory trending and monitoring including outlier analysis along with the relevant commentary on those outliers.


You will be responsible for conducting semi-annual in-depth analyses of the business quality of each Prudential Advisors' firm, and providing the information to firm management for use in executing their supervisory responsibilities. Additional responsibilities may include adhoc supervisory trending reports as well as expense analyses. Analyses of supervisory trends and issues at the Prudential Advisors' national and territorial levels will also be required.

Excellent Analytical Skills

Proficient with Microsoft Excel & Word

Working knowledge of new analysis tools, such as Tableau, a plus

Able to work with various proprietary systems

Excellent written and verbal communication skills

Excellent Time Management skills

3-5 years of report creation and analytics experience

Knowledge of Prudential Advisors structure and product platform, a plus

Knowledge of Pruco Securities supervisory policies and procedures, a plus

FINRA series 6 and 26 required within 6 months of hire

FINRA series 7 and 24 encouraged

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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