13 days old

Plan Implementation Manager (Scranton PA, Dubuque IA, Hartford CT, or Virtual) - DC 0003R

Moosic, PA 18507
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  • Job Code
Primary Location United States-Pennsylvania-Moosic
Travel:Yes, 25 % of the Time

This position is responsible for leading the successful on-boarding of new defined contribution, defined benefit, and non-qualified deferred compensation retirement plans. This role serves as the point person/project manager for internal resources as well as clients and intermediaries. Responsibilities include, but not limited to, establishing and managing to a timeline for each assigned activity, independently handling complex tasks, handing over a plan to the ongoing Client Service team that is accurate and operationally efficient, and assist in the sales process by attending onsite finals presentations. In addition to new business on-boarding, the Implementation Manager plays an integral role with existing clients during merger & acquisition activity and the addition of new product and service offerings.

Responsibilities include but not limited to:

  • Ensuring Client, intermediary, and internal partner satisfaction
  • Maintain Client reference-ability
  • Meeting committed time frames
  • Maintain and influence further selection of products and services adopted in the sales process
  • Influence the receipt of data required to deliver products and services selected
  • Minimization of errors/losses to Prudential
  • Establishing a timeline for each project and managing the execution of deliverables for both internal and external partners.
  • Leads the internal team through the on-boarding or service enhancement process
  • Facilitates key initial meetings with the client, weekly internal/external status calls, maintenance of outstanding issues lists
  • Utilizes internal checklists to complete tasks associated with the on-boarding process
  • Facilitates the transfer of plan assets to Prudential and ensures proper investment
  • Works independent and/or with Data Manager to ensure data required to deliver elected services are confirmed with the client and tested by internal resources
  • Responsible for a smooth plan hand-off to Client Service and Operations teams that is accurate and operationally efficient
  • Independently represents Client Transition in prospective client visits, on-site implementation meetings, and existing client meetings clearly articulating our data story, technical capabilities, and provides an overview of the implementation process

  • 5 years Retirement Industry and/or Financial Services experience required
  • Bachelors degree or higher preferred
  • Demonstrated ability to lead a project team and provide guidance and leadership to help achieve team goals
  • Strong leadership skills with demonstrated abilities in motivating others, building positive team climate, fostering change, and negotiating internal/external conflict
  • Strong communication skills and ability to foster relationships with internal and external partners
  • Ability to work in a fast-paced, changing environment
  • Ability to prioritize and work under tight deadlines
  • Ability to create strategies that result in optimal outcomes
  • Demonstrates initiative and is results oriented
  • Strong attention to detail
  • Proficient with Microsoft Office applications
  • Knowledge of Prudential Retirement product offerings and recordkeeping systems is a plus
  • FINRA: Series 6 licensing is required within 90 days
  • Some travel is required

@!*!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 company's 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.

We recognize that our strength and success are directly linked to the quality and skills of our diverse associates. We are proud to be a place where talented people who want to make a difference can grow as professionals, leaders, and as individuals. Visit www.prudential.com to learn more about our values, our history and our brand.

Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law.

Note that this posting is intended for individual applicants. Search firms or agencies should email Staffing at staffingagencies@prudential.com for more information about doing business with Prudential.
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Posted: 2020-05-13 Expires: 2020-06-12
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Plan Implementation Manager (Scranton PA, Dubuque IA, Hartford CT, or Virtual) - DC 0003R

Moosic, PA 18507

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