Prudential plc · 8 hours ago
PGIM Custom Harvest - Manager, Relationship Management
Newark, NJ
Full-time
Onsite
Mid, Senior Level
$100K/yr - $125K/yr
6+ years expPrudential is a leading provider of investment solutions for institutional and retail clients, and they are seeking an experienced relationship manager for PGIM Custom Harvest. The role involves strengthening client relationships and ensuring satisfaction through various client service responsibilities related to retail separately managed accounts.
Asset ManagementConsultingFinancial ServicesHealth CareInsurance
Responsibilities
Development and review of client transition proposals with financial advisors for prospective clients
Perform new account analysis and coordinate acceptance
Liaison with FA/clients as well as internal stakeholders
Ensure the resolution of Financial Advisor/Client inquiries and requests
Provide daily reporting to senior leadership
Review account onboarding paperwork with FA/clients as well as PGIM Wholesalers
Generate account performance reports, review performance attribution, and contribute to future performance reporting enhancements
Function as subject matter expert for future enhancements of internal systems and processes
Daily management of inbound phone line to support Financial Advisor inquiries
Coordinate with Trading team to accommodate account trading instructions
Manage Advisor outreach campaigns in coordination with other Custom Harvest teams
Qualification
Required
Demonstrated knowledge of retail separately managed accounts and direct indexing
6+ years of experience in client services within investment management, brokerage, or capital markets
Knowledge of financial regulations and best practices
Specific knowledge of ETFs and structured products
Chartered Financial Analyst (CFA) designation
FINRA 7 & 66 licenses
Strong knowledge of portfolio construction
Strong Microsoft Excel skills (VLOOKUPs, Pivot Tables, managing large data sets)
Strong familiarity with Salesforce client management
Excellent verbal and written communication skills
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 plc
We are Prudential. For Every Life, For Every Future.
Founded in 1848Central, Hong Kong Island, HKG
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Thomas W Myers, CLU, ChFC
Chief Executive Officer
Recent News
2025-12-04
Company data provided by crunchbase