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Sr. Relationship Manager


Dubuque, IA
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Job Details

Position Title: Sr. Relationship Manager
Job Code: 446058
Job Location: Iowa-Dubuque

The Sr. Relationship Management Specialist works independently, maintains and enhances relationships with existing defined contribution clients. He/she is responsible for ensuring client satisfaction through periodic client meetings and discussions covering service levels, plan utilization, product offerings, and fund investment performance. This role will work closely with sales, recordkeeping and operations staff.


The Sr. Relationship Management Specialist will participate in finals presentations, will be responsible for resolving the most complex problems and is assigned to larger clients. This role has overall responsibility for client relations, day-to-day service and administrative issues. This role may provide guidance to more junior staff. A strong Sr. Relationship Management Specialist possesses very strong communications skills and comprehensive knowledge of Prudential's products and services.


We will consider strongly qualified candidates anywhere in the US.


  • Minimum of 3-5 years of experience in retirement services required
  • Bachelor’s degree or equivalent experience
  • Minimum of 2-4 years of client facing/proactive customer service experience
  • Excellent verbal and communication skills and presentation skills
  • Strong commitment to timing and quality standards
  • Proven analytical and technical skills
  • Proven ability to take initiative and work independently
  • Strong collaboration skills
  • Proven organizational skills and prioritization skills
  • Ability to think quickly in stressful situations; must be able to react to change productively and handle other essential tasks as assigned
  • FINRA Series 6, 63, and life Insurance licensing required within 120 days of hire
  • Ability and willingness to travel up to 15% of the time. Additional travel will be required during first 6-8 weeks of employment for training

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: Investment Management
Schedule: Full-time
Apply on the Company Site
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