PGIM · 3 months ago
Onboarding Relationship Manager
NH-Virtual Office
Full-time
Onsite
Entry, Mid Level
$114K/yr - $189K/yr
2+ years expPGIM is a leading financial services company, and they are seeking a highly skilled Onboarding Relationship Manager. This role is pivotal in building and nurturing relationships across all levels of the organization and with external partners, overseeing the onboarding process for experienced financial professionals and ensuring a seamless transition experience.
Asset Management
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
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
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
Funding
Current Stage
Late StageLeadership Team
Jakob Wilhelmus
Director, Thematic Research
Recent News
Private Equity Wire
2026-01-23
2026-01-22
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