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Business Relationship Manager
Prudential Financial. Lead relationships with operational and business leaders at assigned distribution partners .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive experience in financial services operations, particularly in annuity distribution, with a strong ability to lead cross-functional initiatives and improve partner connectivity. Proven track record in strategic thinking, stakeholder engagement, and managing complex workflows to drive positive business outcomes.
Highest-signal resume keywords
Financial Services ExperienceAnnuity-Specific ExperienceLeadership PresenceCollaboration in Matrixed EnvironmentFINRA Series 6
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 Services OperationsElectronic Order Entry TechnologyWorkflow ManagementBusiness Case DevelopmentPartner Onboarding
Soft Skills
Active ListeningStrategic ThinkingResults-OrientedInfluencing SkillsRelationship Building
Certifications & Qualifications
FINRA Series 6
Industry Keywords
Distribution PartnersService-Level AgreementsCompensation SchedulesIndependent Marketing OrganizationBroker-Dealer
About the role
Key responsibilities & impact- Lead relationships with operational and business leaders at assigned distribution partners
- Promote operational and technology advances and improve business connectivity and client experience
- Identify, escalate, and resolve systemic operational challenges
- Understand partner business models, platforms, and workflows to communicate sales-processing requirements and support product launches and changes
- Gather, track, and communicate partner workflow requirements and rules of engagement
- Lead partner-specific initiatives requiring internal system or workflow changes
- Develop supporting business cases where appropriate
- Lead execution of approved partner-specific initiatives and coordinate cross-functional communication
- Participate in industry working groups and develop solutions to operational challenges
- Coordinate execution, approval, and tracking of distribution and administrative agreements, RFIs, service-level agreements, compensation schedules, and other documentation
- Coordinate new distribution partner onboarding
- Serve as day-to-day point of contact for ad hoc partner requests
- Collaborate with Sales and Relationship Management teams on partner strategies and execution
Requirements
What you’ll need- 8+ years of financial services experience
- Knowledge of financial services operations and electronic order entry technology platforms
- Annuity-specific experience strongly preferred
- Leadership presence with the ability to influence others
- Experience working collaboratively and building rapport with all levels of management
- Results-oriented with a strong focus on driving positive outcomes
- Ability to think strategically, understand the big picture, and recognize downstream impacts
- Active listening skills and ability to ask relevant probing questions
- Ability to balance multiple competing priorities and embrace change
- Experience working in a collaborative matrixed environment
- Experience supporting third-party annuity distribution through an independent marketing organization, broker-dealer, or comparable intermediary channel preferred
- FINRA Series 6 required
Benefits
Comp & perks- Market competitive base salaries
- Yearly bonus potential
- 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 approved traditional college degrees and accredited certificate programs
- Employee Stock Purchase Plan with shares purchasable at 85% of the lower of two prices
- Discretionary annual incentive program eligibility