Hybrid Transition Manager, Pension Risk Transfer – Hybrid

at Prudential Financial

• Job title: Transition Manager, Pension Risk Transfer – Hybrid
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: $106,000 - $174,900 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, United States

About the role

• Transition Manager supporting the on-boarding of new Pension Risk Transfer clients for Prudential. Leading the on-boarding process and interacting extensively with clients, advisors, and partners.

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

Requirements

• 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

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
• Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance.