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Senior Relationship Manager - Annuities Distribution
senior · Sales & Business Development
Job Classification:
Sales - SalesPrudential is seeking a highly motivated and strategic Senior Relationship Manager (SRM) to serve as a primary relationship leader for key distribution partners within the Individual Retirement and Annuities business. This role is responsible for developing and executing firm-specific growth strategies, strengthening executive-level relationships, identifying business opportunities, and ensuring seamless coordination across Sales, Product, Operations, Marketing, Service, and Technology teams.
The Senior Relationship Manager will act as a trusted advisor to home office partners, broker-dealers, banks, wirehouses, and other strategic distribution organizations. Success in this role requires a strong understanding of the annuity marketplace, exceptional relationship management skills, and the ability to influence outcomes across a complex matrix organization.
The ideal candidate combines commercial acumen, strategic thinking, relationship-building expertise, and operational discipline to help Prudential expand market share, deepen partner engagement, and deliver industry-leading retirement solutions.
Key Responsibilities
Strategic Relationship Management
Own and manage executive-level relationships with assigned distribution partners.
Develop and execute customized business plans that align partner objectives with Prudential's growth strategy.
Serve as the primary point of contact for home office leaders and key decision-makers.
Establish trusted advisor relationships that strengthen Prudential's position within partner organizations.
Conduct regular business reviews and strategic planning sessions with partner firms.
Business Development & Growth
Identify opportunities to increase annuity sales, advisor engagement, and market penetration.
Collaborate with internal and external sales teams to drive business growth initiatives.
Partner with firms to expand product placement, platform access, and advisor adoption.
Analyze sales trends, competitive dynamics, and partner performance to uncover growth opportunities.
Support the launch and adoption of new products, solutions, and strategic initiatives.
Sales Enablement & Distribution Support
Partner closely with internal and external wholesalers to execute firm-specific sales strategies.
Drive innovative sales desk campaigns and advisor engagement programs.
Support national sales initiatives, conferences, educational events, and partner meetings.
Provide market intelligence and field feedback to business leaders.
Ensure readiness and coordination surrounding partner events, campaigns, and strategic activities.
Cross-Functional Leadership
Act as the connective link between Relationship Management, Sales, Product, Operations, Technology, Service, Compliance, and Marketing teams.
Lead complex initiatives requiring alignment across multiple business functions.
Resolve escalated partner issues and drive timely, effective solutions.
Influence internal stakeholders to prioritize partner needs and strategic opportunities.
Support onboarding and implementation of new distribution relationships.
Business Intelligence & Market Insights
Monitor business performance, sales activity, and operational metrics.
Deliver actionable recommendations based on data, industry trends, and partner feedback.
Maintain a strong understanding of the annuity landscape, competitor offerings, regulatory developments, and distribution trends.
Provide strategic insights that influence product development and go-to-market planning.
Qualifications
Required
Bachelor's degree in Business, Finance, Marketing, Economics, or related field.
Extensive experience in relationship management, distribution, sales, business development, or partner management within financial services.
Experience supporting annuity, retirement, wealth management, insurance, or investment products.
Demonstrated success managing large institutional relationships and influencing senior executives.
Strong analytical, presentation, negotiation, and communication skills.
Preferred
Experience working with broker-dealers, wirehouses, banks, independent firms, or wealth management platforms.
Knowledge of RILA, FIA, Variable Annuities, Fixed Annuities, and retirement income solutions.
FINRA licenses (SIE, Series 6, 7, 63, 65, or 66) and/or insurance licenses.
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What we offer you:
- 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).
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. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week.
Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.
Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law.
If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com.
If you are experiencing a technical issue with your application or an assessment, please email careers.technicalsupport@prudential.com to request assistance.