Apply on Employer Site

Prudential Financial · 12 hours ago

Onboarding Relationship Manager

Newark, NJ

Full-time

Hybrid

Entry, Mid Level

$114K/yr - $189K/yr

2+ years exp

Prudential Financial is seeking a highly skilled and versatile Onboarding Relationship Manager with expertise in the financial services industry. This role focuses on building and nurturing relationships during the recruiting and onboarding process for experienced financial professionals, ensuring a seamless experience throughout their transition.

Asset ManagementFinanceFinancial ExchangesFinancial ServicesHealth CareInsuranceRetirement

Responsibilities

Serve as a trusted advisor and liaison between firm leadership, financial advisors, and clients

Support the transition of business operations and ensure smooth acclimation to systems and resources

Build and maintain strong relationships across internal teams and external stakeholders, including LPLE

Partner with LPLE’s transition and onboarding teams to ensure alignment and a seamless advisor experience

Support newly hired Regional Directors with the transition of their book of business, ensuring proper coordination and integration

Communicate processes clearly and effectively to customers and associates

Influence change through trust-building and strategic relationship management

Collaborate with cross-functional teams to drive business outcomes

Provide thoughtful solutions to complex challenges with a focus on simplicity and efficiency

Work independently and as part of a team to meet organizational goals

Adapt quickly to evolving business needs and industry changes

Qualification

Onboarding operations managementFinancial services experienceCustomer relationship managementSecurities licenseCRM systems experienceProject management experienceLeadership capabilitiesCoaching experienceProblem-solving skillsVerbal communication skillsWritten communication skillsRelationship-building skillsMentoring experience

Required

Minimum of 2–4 years' experience successfully facilitating and/or managing onboarding operations for experienced hires

Minimum of 2–4 years' experience transitioning advisor business to a new broker-dealer

Proven experience in financial services and customer relationship management

Strong problem-solving skills to ensure the successful and timely flow of experienced hires through the transition and onboarding process, including effective resource allocation

Exceptional verbal and written communication skills, with the ability to interact confidently with both field and home office associates

Strong relationship-building skills; able to collaborate, work, and influence peers within and across the organization

Self-starter with a strong sense of ownership, commitment to excellence, and the ability to manage multiple priorities in a fast-paced environment

Demonstrated leadership capabilities; able to inspire and guide others, including experience working with firm leadership and supporting advisor transitions

Securities license (e.g., Series 6, 63, 7, Series 65 or 66) strongly recommended

Preferred

Experience with CRM systems and financial platforms

Project management or change management experience

Coaching or mentoring experience is a plus

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

Prudential Financial

Prudential Financial specializes in the fields of investment management, life insurance, and retirement benefits. It is a sub-organization of Prudential Financial.

Founded in 1875

Newark, New Jersey, USA

10001+ employees