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Prudential plc · 1 day ago

Transition Manager, Pension Risk Transfer

Scranton, PA

Full-time

Hybrid

Senior Level

$106K/yr - $175K/yr

5+ years exp

Prudential is a leading financial services institution seeking a Transition Manager for their Pension Risk Transfer team. The role involves supporting the on-boarding of new clients and managing the transition process while interacting with clients, advisors, and internal partners.

Asset ManagementConsultingFinancial ServicesHealth CareInsurance

Responsibilities

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

Qualification

Retirement Products ExperienceProject ManagementCommunication SkillsAttention to DetailMulti-taskSelf-motivatedConfidential Information Handling

Required

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

Preferred

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

Benefits

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.