16 days old

Manager, Advisory Sales Business Analyst - WEA00006

Shelton, CT 06484
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Primary Location United States-Connecticut-Shelton
Travel:Yes, 10 % of the Time

Why Join Prudential?


Prudential is a company of smart, ambitious professionals working together across a multitude of disciplines. Together, we are building a better financial future for our customers and our communities around the globe. At Prudential, we understand that a company is only as good as its people. This simple fact is central to all that we do. We call it the Talent Mindset a company-wide commitment to attract and develop the dedicated professionals whose insights, innovation, and hard work fuel our success and make us a global leader in financial services. 


The Individual Solutions Group (ISG) is seeking a highly qualified individual to help build, develop and grow the newly formed RIA distribution channel geared toward helping the ISG organization meet its critical growth objectives. The Manager, Advisory Sales Business Analyst will help manage and coordinate the prioritization, segmentation and assessment of a portfolio of new and creative distribution opportunities to support the long-term growth of our Annuities and Life businesses. Specifically, the candidate will be responsible for coordinating the workflow of the Team, maintaining required reporting including progress reports, assessment deadlines and helping to allocate resources. This individual will also assist Advisory Sales Leads with data analytics and interpretation, including taking the lead on building PowerPoint decks and related material for presentations to senior leadership.


The successful candidate should be intellectually curious, self-driven and effective operating in and leading highly collaborative teams. This individual should also be driven by outcomes, enjoy combining traditional approaches with new ones to drive change and achieve desired organizational outcomes. It is imperative that this individual have the experience and proven ability to operate in ambiguity.


If youre biased toward action, execute well in ambiguity and are comfortable driving change, this may be the right opportunity for you!


The successful candidate will:


  • Assist the Vice President, RIA Channel Sales Leader in managing the channel; including tracking progress, meeting deadlines and maintaining reports, learning agendas and key performance indicators
  • Has a strong understanding of the External / Internal Wholesaler marketplace
  • Leverage their experience and knowledge of the marketplace, established relationships/contacts internally and externally to infuse knowledge and efficiency into the Teams workflow
  • Provide program management support as required including activities such as maintaining the prioritized roadmap, portfolio level reporting and supporting the teams AGILE structure with the appropriate AGILE software
  • Be able to craft an effective and persuasive message via MS PowerPoint
  • Assist Sales Leads in the day to day efforts to generate a Point of View on emergent opportunities, explore the possibilities, identify what they are and what they may look like, building out a strategy and helping to mobilize the team to execute
  • Actively participate in productive debates by asking insightful questions, acknowledge established biases, comfortable bringing in experts, and possesses courage to challenge or shut down initiative if needed
  • Ensure critical deliverables are advancing at the required pace and are completed on time
  • Serve as a thought leader and trusted partner within the Team and broader organization
  • Understand the supporting and enabling technologies and how they relate to the processes that will ensure success
  • Support the creation of prioritized roadmaps and plans for delivering business value, bringing simple and transparent processes that can be easily adopted and that enable thoughtful trade-off decisions
  • Independently work closely with and influence various internal functional areas and corporate partners, to build out and execute on the new channel strategy


  • Minimum 2-3 years experience in Distribution, Program Management or Strategic Planning
  • Expert at using MS PowerPoint to craft an effective message; building executive level presentations to tell the story
  • Possess an intellectual curiosity and natural comfort with questioning conventional models
  • Self-Starter with strong internal motivation who demonstrates the ability to operate and execute well in ambiguity
  • Expert relationship builder internally and externally, with ability to quickly earn trusted partner status
  • Expert at leading and operating effectively within teams
  • Experience managing dynamic projects
  • Exhibit strong executive presence, specifically the ability to present concepts to senior executives in a compelling manner and create confidence in them
  • Use critical thinking and creative problem-solving skills to convey ideas/decisions confidently and provide proof points
  • Ability to influence others as well as proven experience to build consensus within Teams and organizations
  • Ability to formulate ideas with a predictive lens, while maintaining an open mind and not defaulting to conventional notions
  • Excellent verbal and written communication skills and savvy navigation of complex business structures
  • Financial Services Industry experience preferred
  • FINRA Series 6, 63 or ability to obtain within 150 days

@!*!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 companys 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. For more information please visit www.prudential.com.

Prudential is not accepting unsolicited resumes from search firms for this open position unless contracted with Staffing. Agencies must work with Staffing as the primary point of contact and follow the Prudential application process to be considered for business. All resumes submitted by search firms to any employee at Prudential via-email Internet or directly to hiring managers in any form without a valid written search agreement in place for that position will be deemed the sole property of Prudential and no fee will be paid in the event the candidate is hired by Prudential.
Note: Any search agreement entered into with Prudential before January 2004 is null and void. Search firms are essential to the recruitment and staffing efforts at Prudential and we value the partnerships we have built with our preferred vendors. Prudential has established and regularly maintains a preferred vendor list and even preferred vendors need to have a written search agreement signed by the Director Recruiting Programs Staffing at Prudential in place for the specific position in order for a fee to be paid for any candidate referrals.
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Posted: 2020-03-20 Expires: 2020-04-19

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Manager, Advisory Sales Business Analyst - WEA00006

Shelton, CT 06484

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