Sign In
 [New User? Sign Up]
Mobile Version

Sr. Relationship Manager


Scranton, PA
Job Code:
Apply on the Company Site
  • Save Ad
  • Email Friend
  • Print
  • Research Salary

Job Details

Position Title: Sr. Relationship Manager
Job Code: 458959
Job Location: Pennsylvania-Scranton
This role is responsible for managing client relationships for an assigned book of clients in our Taft Hartley/Union market.  The clients in this segment range from local union plans to regional or national multiemployer retirement plans and strong relationship management is critical to achieving long term client retention and satisfaction.    
The Relationship Manager is accountable for client satisfaction, revenue growth, retention, multi-year strategy development and delivery, and driving profitability through negotiated fee changes with clients and intermediaries.  This individual will lead client and intermediary visits for investment reviews, plan design discussions, participant education efforts, improved administrative efficiencies, and 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.

    • Minimum of 3 to 5 years’ experience in financial services desired.   Intermediary relationship experience required.
    • Experience with Taft Hartley / multiemployer retirement plans is desirable.
    • Bachelor's degree strongly preferred, MBA is desirable.
    • FINRA Series 6 or 7, 63. Life & Variable annuity licensed required within 120 days of hire.
    • QKA, QPA, NIPA, or relevant industry credentials desirable.
    • Excellent leadership, negotiation, organizational, problem solving, verbal and written communications, listening, and presentation skills. 
    • Ability to influence internally and externally.
    • Expert knowledge of the retirement industry, relevant investment products, 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.
    • Drives toward improving plan health through Prudential offerings, including investment management solutions and retirement product features.
    • Proven track record of positive revenue, revenue growth, referenceable 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.
    • Strategizes and leads teams through potentially challenging client/advisor conversations and negotiations, 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, DB, and investment only products. 
    • Ability to manage multiple priorities or projects.
    • Travel required: 30-40%

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
Powered ByLogo

Featured Jobs[ View All ]

Featured Employers [ View All ]