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

What you’ll need:

• 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

It’d be a plus if you had:

• 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

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What we offer you:

Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $106,000.00 to $174,900.00. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills.

• 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 Programs including 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. 

Eligibility to participate in a