PGIM ยท 2 days ago
Transition Manager, Pension Risk Transfer (PRT) / Hybrid
Hartford, CT, USA
Full-time
Hybrid
Mid, Senior Level
$106K/yr - $175K/yr
5+ years expPrudential is a leading financial services institution seeking a Transition Manager for their Pension Risk Transfer team. The role involves supporting the onboarding of new clients, managing the transition process, and ensuring effective communication with clients and internal partners.
Asset Management
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
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.
Company
PGIM
PGIM is a money manager whose clients rely on their risk management expertise, intellectual capital, and innovative solutions. It is a sub-organization of Prudential Financial.
1001-5000 employees
H1B Sponsorship
PGIM has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (15)
2024 (12)
2023 (8)
2022 (8)
2021 (7)
2020 (14)
Funding
Current Stage
Late StageLeadership Team
Jakob Wilhelmus
Director, Thematic Research
Recent News
2025-12-16
globallegalchronicle.com
2025-11-29
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