Transition Manager, Pension Risk Transfer (PRT) / Hybrid

Job Classification:
Operations - Insurance Operations

At Prudential, we believe talent is key to achieving our vision. When you join Prudential, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading financial services institutions!

The Pension Risk Transfer (PRT) market is a growing and vibrant part of Prudential's Retirement's Retirement Strategies team. The PRT New Business & Client Transition team has an opportunity to expand their team in the role of Transition Manager.

The PRT Transition Manager supports the on-boarding of new PRT clients for the domestic Pension Risk Transfer market and serves a critical role contributing to the first impression that Prudential makes with new clients. The Transition Manager leads the on-boarding process and interacts extensively with any of the following: clients, intermediary advisors, and internal business partners.

The current EWA for this position is Hybrid and requires your on-site presence in Hartford, CT, Newark, NJ, Scranton, PA, on a reoccurring basis as determined by your business. Your manager will provide additional details relative to the specific number of days you are expected to be on-site.

What you can expect:

• Presenting and managing the on-boarding timeline with our external partners (client, advisors, prior recordkeepers, and actuaries) and internal partners (New Business, Marketing, Contracts, Pricing, PSC, PRU, Tax, etc.) to achieve a flawless transition
• Issues Welcome Kit packages to each retired and deferred annuitant which provides key pieces of information that an annuitant needs to begin their experience with Prudential
• Logging, tracking, and following open issues to resolution including confirming task owner and establishing target dates
• Partnering with Data Specialists on data needs and provision clarification for Technical Specialists and then communicating those needs to the client / broker for a successful on-boarding data load effort and creation of claims summary
• Obtaining CAR forms, W-9 forms, completing Schedule As, and other miscellaneous requirements from clients during the transition

• BS degree or equivalent work experience
• 5+ Years of Experience with Retirement Products and/or relevant Project Management experience
• Demonstrated ability to lead and influence others
• Successful communication skills / comfortable interacting with clients at various levels
• Attention to detail
• Self-motivated and proactive

• Discretion to deal with confidential information
• Ability to multi-task and prioritize competing projects and deliverables
• Ability to work in a fast-paced, ever-changing, and challenging environment

• Market competitive base salaries, with a yearly bonus potential at every level.
• Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave.
• 401(k) plan with company match (up to 4%).
• Company-funded pension plan.
• Wellness Programsincluding up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs.
• Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
• Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.
• Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service.