Job Classification:

A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE

As the Global Asset Management business of Prudential were always looking for ways to improve financial services. Were passionate about making a meaningful impact touching the lives of millions and solving financial challenges in an everchanging world.

We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM youll unlock a motivating and impactful career all while growing your skills and advancing your profession at one of the worlds leading global asset managers!

If youre not afraid to think differently and challenge the status quo come and be a part of a dedicated team thats investing in your future by shaping tomorrow today.

At PGIM You Can!

What you will do

We are looking for a motivated and bright individual like you to fulfill a unique opportunity within our dynamic environment. We are looking to showcase your success through initiative ownership analysis communication and teamwork. Your curiosity about emerging trends and practices will stimulate brainstorming discussions with a group of likeminded professionals. This is a terrific opportunity to make a big impact in our organization.

PGIM Fixed Income has affirmed the thirdparty insurance business to be a strategic growth priority of the firm. The firm has had tremendous success in growing the business and we are now seeking an experienced professional with strong client relationship management and service skills fixed income market knowledge and experience within the insurance asset management industry to serve as Vice President and Senior Insurance Client Manager on our Insurance Client Advisory Team. This role is a hybrid work arrangement and office is based in Newark NJ.

The focus of the position will be to service PGIM Fixed Incomes North American insurance clients. The Insurance Client Advisory team will help meet the client service needs of a rapidly growing insurance institutional business. Through direct in person client meetings phone and email contact and leveraging the broad resources of the firm the senior insurance client manager will be fully responsible for maintaining and nurturing these relationships. The goals are to retain client assets strategically identify crossselling opportunities to grow client assets and to ensure the highest level of client satisfaction such that clients would recommend the firm to others. The successful candidate will be able to appropriately balance the delicate task of being a strong advocate on behalf of the client while ensuring that the companys interests are also met.

What you can expect

• Serve as Lead Relationship Manager for certain existing insurance clients with minimal direction subsequent to a reasonable transition period

• Proactively manage and develop relationships with clients with the primary goal of client retention overseeing all aspects of daytoday servicing of these critical relationships

• Primary client contact for insurance clients for ongoing investment related activities including ad hoc questions and access to broader platform

• Work directly with CIOs senior investments staff and daytoday client contacts

• Understand and have the ability to discuss and drive conversations on the nuances of insurance clients guideline sensitives book yield gain/loss consequences and RBC implications

• Manage lead and train a team of junior client managers supporting the senior client managers

• Coordination of and active participant in client meetings including portfolio reviews Investment Committee meetings and Strategic Client Annual Reviews (scheduling attending notes follow ups)

• Working with our dedicated onboarding team play an active role in the onboarding of new clients and the onboarding of new accounts from existing clients

• Coordinate with investment teams client service and other stakeholders to ensure the clients needs are being met requests are being addressed on a timely basis and the team is thinking and acting proactively

• Strong knowledge of the investment process for product strategies across asset class coupled with the ability to speak intelligently about the capital markets and the impact it may have on client portfolios

• Maintain client information including Salesforce data relationship plans client briefing notes (as needed)

• Attend relevant Investment Team meetings to ensure incumbent is current on the key investment strategies

• Drive efficiency in carrying out the client service role by utilizing the various systems and tools available

• Travel as needed to client locations for portfolio or relationship reviews or events

• Give direction to junior team members while providing opportunities for their development

What you will bring

• At least 8 years of experience in institutional client service including over 6 years in the insurance sector.

• Experience in successfully servicing insurance clients with a demonstrated knowledge of industryspecific needs constraints and opportunities for insurance company CIOs including familiarity with how to use actuarial output meet accounting treatment objectives optimize total return subject to book yield RBC and / or duration targets.

• Ideally experience working with Life Insurers and Reinsurers regarding fixed income portfolio management

• Experience working with investment teams to deliver bespoke solutions to insurance companies

• Ability to serve as PGIM Fixed Incomes senior representative in meetings with insurance company CIOs and their teams with gravitas knowledge and a solutionsorientation commensurate with this role

• Strong financial acumen technical knowledge and understanding of Fixed Income

• Excellent client / internal stakeholder management skills

• Established insurance industry contacts and a proven track record of cultivating consultative relationships

• Excellent interpersonal skills and written skills and an ability to explain relatively involved concepts in a clear and concise manner

• Attention to details and processes

• Highly motivated team player with a collaborative mindset and strong interest in building a business in a complex and performanceoriented environment

• Understanding of firm products and services as well as the role of consultants and institutional investors

• Series 7 and 63 required within 6 months of being hired

• Bachelors Degree

• Willingness to travel up to 10 as needed.

What will set you apart

• Experience in portfolio management risk management or credit analysis

• CFA and/or MBA

*PGIM welcomes all applicants even if you dont meet every requirement. If your skills align with the role we encourage you to apply.

Note: Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The annual base salary range for this role is from $170000 to $190000. Specific pricing for the role may vary within the above range based on many factors including geographic location candidate experience and skills.

About PGIM Fixed Income

PGIM Fixed Income is a global asset manager offering active solutions across all fixed income markets. With approximately 1000 employees and $837Bn assets under management as of December 2024 the company has offices in Newark London Letterkenny Amsterdam Munich Zurich Tokyo Hong Kong and Singapore. Our business climate is a safe inclusive environment centered around mutual respect intellectual honesty transparency and teamwork. Our leaders are focused on talent & culture; dedicated to fostering growth & development at all levels to develop the industry leaders of tomorrow.

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.

• Companyfunded pension plan.

• Wellness Programs including up to $1600 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. To find out more about our Total Rewards package visit Work Life Balance Prudential Careers. Some of the above benefits may not apply to parttime employees scheduled to work less than 20 hours per week.