Associate Managing Director

Prudential Financial

. Partner with the Managing Director to execute business priorities and support firm growth objectives .

Posted 11/3/2026full-timeUnited StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in wealth management and financial services leadership, with a strong focus on advisor recruitment, development, and practice management. Proven ability to leverage market insights and data to drive business growth and enhance advisor engagement.

Highest-signal resume keywords

Wealth Management ExpertiseAdvisor Recruitment SuccessFinancial Planning KnowledgeStrong Relationship ManagementData-Driven Decision Making

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningInvestmentsAdvisor Practice ManagementBusiness DevelopmentMarket Intelligence Analysis

Soft Skills

CoachingCommunicationInfluencingOrganizationFollow-Through

Certifications & Qualifications

Series 6 RegistrationSeries 65 RegistrationLife/Health Insurance LicenseSeries 7 RegistrationSeries 66 Registration

Industry Keywords

Financial ServicesAdvisor DevelopmentRecruitingClient Relationship ManagementBusiness Optimization

About the role

Key responsibilities & impact

Partner with the Managing Director to execute business priorities and support firm growth objectives
Attract and recruit experienced financial advisors and teams in collaboration with recruiting professionals
Build trusted relationships with prospective advisors and help them evaluate the strategic and economic benefits of joining Prudential Advisors
Support due diligence discussions and convert high-quality recruiting opportunities into successful hires
Coach and provide business consulting to advisors on practice growth, financial planning, investments, practice management, teaming strategies, and business development
Help advisors strengthen practices, increase productivity, deepen client relationships, and achieve growth goals
Support newly affiliated advisors through onboarding, transition, integration, asset movement, and early productivity milestones
Strengthen advisor engagement and retention by addressing challenges and identifying growth opportunities
Use market intelligence, business performance insights, and industry trends to identify opportunities and inform decision-making
Engage advisors and candidates in discussions about financial planning, investments, succession planning, teaming opportunities, and business optimization
Help advisors leverage Prudential Advisors' wealth management capabilities and resources

Requirements

What you’ll need

Bachelor's degree preferred
Significant experience in wealth management, financial services leadership, advisor development, or advisor recruiting is required
Proven success recruiting and attracting experienced financial advisors
Strong knowledge of financial planning, investments, advisory platforms, and advisor practice management
Demonstrated ability to influence and build trusted relationships with advisors, candidates, and business partners
Strong analytical, communication, coaching, and relationship management skills
Ability to leverage data and market insights to drive business results
Strong execution, organization, and follow-through capabilities
Series 6 and 65 registrations and Life/Health insurance license
Series 7 and 66 registrations preferred
Industry designations such as CFP, ChFC, or CLU preferred

Benefits

Comp & perks

Market competitive base salaries, with a yearly bonus potential at every level
Medical, dental, vision, life insurance, and disability insurance
Paid Time Off (PTO)
Leave of absences, such as parental and military leave
401(k) plan with company match (up to 4%)
Company-funded pension plan
Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs
Work/Life Resources supporting parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development
Education Benefit supporting traditional college enrollment toward an approved degree and accredited certificate programs
Employee Stock Purchase Plan: shares can be purchased at 85% of the lower of two prices
Eligibility for a discretionary annual incentive program, subject to program rules and individual and organizational performance
Accommodation support during the application process