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Associate Managing Director
Prudential Financial. Drive advisor growth, development, and retention within the firm .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in wealth management and advisor development, with a strong focus on recruiting, coaching, and relationship management. Proven ability to leverage market insights and data to drive advisor growth and retention.
Highest-signal resume keywords
Wealth Management ExpertiseAdvisor Recruiting SuccessFinancial Planning KnowledgeCoaching and Business ConsultingRelationship Management Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial PlanningInvestmentsAdvisor Practice ManagementData AnalysisBusiness Development
Soft Skills
Influencing SkillsCommunication SkillsCoaching SkillsOrganizational SkillsFollow-Through Capabilities
Certifications & Qualifications
Series 6 RegistrationSeries 65 RegistrationLife/Health Insurance LicenseSeries 7 RegistrationSeries 66 RegistrationCFPChFCCLU
Industry Keywords
Financial ServicesAdvisor DevelopmentRecruitingClient RelationshipsMarket Intelligence
About the role
Key responsibilities & impact- Drive advisor growth, development, and retention within the firm
- Attract experienced financial advisors and teams in collaboration with recruiting professionals
- Cultivate relationships with experienced advisor candidates and help them evaluate growth opportunities and the value of affiliating with 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, wealth management capabilities, teaming strategies, and business development
- Help advisors strengthen practices, increase productivity, deepen client relationships, and achieve growth goals
- Foster accountability, performance excellence, and continuous development
- Support newly affiliated advisors through onboarding and complex transitions
- Work with onboarding, operations, supervision, and wealth management teams to accelerate asset movement and early productivity
- Strengthen advisor engagement and retention, address challenges, and identify growth opportunities
- Partner with the Managing Director to execute business priorities and support firm growth objectives
- Use market intelligence, business performance insights, and industry trends to identify opportunities and inform decisions
- Engage advisors in discussions on financial planning, investments, succession planning, teaming opportunities, and business optimization
- Help advisors leverage Prudential Advisors' capabilities and wealth management 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
- Yearly bonus potential at every level
- Medical, dental, vision, life insurance, and disability insurance
- Paid Time Off (PTO)
- 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 for traditional college enrollment toward an approved degree and many accredited certificate programs
- Employee Stock Purchase Plan: shares can be purchased at 85% of the lower of two prices
- Eligibility to participate in a discretionary annual incentive program, subject to program rules and individual and organizational performance