Prudential Financial · 2 weeks ago
Transition Manager, Pension Risk Transfer (PRT) / Hybrid
Scranton, PA
Full-time
Hybrid
Mid, Senior Level
$106K/yr - $175K/yr
5+ years expPrudential Financial is one of the world’s leading financial services institutions, and they are seeking a Transition Manager to support the on-boarding of new clients in the Pension Risk Transfer market. This role involves leading the on-boarding process and collaborating with clients, advisors, and internal partners to ensure a seamless transition experience.
Asset ManagementFinanceFinancial ExchangesFinancial ServicesHealth CareInsuranceRetirement
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
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
Prudential Financial
Prudential Financial specializes in the fields of investment management, life insurance, and retirement benefits. It is a sub-organization of Prudential Financial.
10001+ employees
H1B Sponsorship
Prudential Financial 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
2024 (1)
2023 (1)
Funding
Current Stage
Public CompanyTotal Funding
$1.25BKey Investors
AM Best
2025-03-13Post Ipo Debt· $750M
2024-02-14Post Ipo Debt· $500M
2001-12-13IPO
Leadership Team
Andrew Sullivan
Chief Executive Officer
Yanela Frias
Executive Vice President & Chief Financial Officer
Recent News
Channel NewsAsia
2026-01-19
2026-01-03
MarketScreener
2025-12-18
Company data provided by crunchbase