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Senior Relationship Manager


Dubuque, IA
Job Code:
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Job Details

Position Title: Senior Relationship Manager
Job Code: 406058
Job Location: Iowa-Dubuque
This role is responsible for managing client relationships and strategic business planning for an assigned book of clients with assets typically on the high end of the Target Market.  Accountable for client satisfaction, retention, product & service consulting, data strategy and driving profitability.  This role leads client and intermediary visits for investment reviews, plan design, and optimal plan usage across multiple plan types. The Relationship Manager regularly participates in sales finals to create future business opportunity and growth.  Proactively leads the service relationship across internal business units to anticipate and resolve complex issues.  This is an individual contributor, licensed position, with no staff reporting responsibilities.

    • 7 years’ experience in financial services desired.   Intermediary relationship experience required.
    • Requires excellent leadership, negotiation, organizational, problem solving, oral and written communications, and presentation skills. 
    • Ability to influence.
    • Bachelor's degree strongly preferred, MBA is desirable
    • Expert knowledge of the retirement industry and competitive environment, including   Intermediaries.  May lead conversations at the intermediary firm level for broad discussions regarding plan design and optimal plan usage across multiple plan types.
    • Understanding of retirement marketplace.  Expert knowledge of retirement offerings and capabilities.  Drives toward improving plan health through Prudential offerings and secure retirement features.
    • Proven track record of positive persistency, revenue growth, referencibility and health of client and intermediary relationships. 
    • Independently leads partnerships with Sales, Operations, and other business partners across Prudential to facilitate resolution of services issues.
    • Independently leads difficult conversations and negotiations with clients and intermediaries, and internal partners with positive results. Provides support for Service associates.
    • Leads relationship building efforts for assigned top intermediaries.  Manages sensitive issues and client service remediation.   Ability to consult on multiple product lines including DC, NQ, AIC, ESOP, 457b, 403b and DB. 
    • Ability to manage multiple priorities or projects.
    • FINRA Series 6 or 7, 63. Life & Variable annuity licensed
    • Travel required: 30-40%
    • QKA, QPA, NIPA, or relevant industry credentials preferred.

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: Banking/Financial Services
Schedule: Full-time
Apply on the Company Site

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