PGIM Custom Harvest Manager, Relationship Management
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Job Location:
Newark, DE - USA
Monthly Salary:
$ 100000 - 125000
Posted on:
4 hours ago
Vacancies:
1 Vacancy
Job Summary
Job Classification:
Sales - SalesWhat you will do
PGIM Custom Harvest is looking for an experienced relationship manager to focus on Retail Separately Managed Accounts. The Client Service Associate will work to strengthen relationships and ensure that clients are satisfied.
PGIM Custom Harvesta division of PGIM Investmentsis a pioneer in the development of tax-beneficial investment strategies using exchange-traded-funds (ETFs) for clients seeking improved after-tax outcomes. We provide full exposure to a client-selected benchmark while generating tax alpha through customized separately managed account (SMA) portfolios of Custom Harvest manages $6.7 billion on behalf of a wide range of RIAs and Wealth Managers.
What you can expect
- 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
What you will bring
- 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
Salary Range Disclosure
Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $100000 to $125000. Specific pricing for the role may vary within the above range based on many factors including geographic location candidate experience and skills. Roles may also be eligible for additional compensation and/or benefits. 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.
About PGIM Global Wealth
PGIM Global Wealth is dedicated to helping clients solve their toughest investment challengeswhether its capital growth reliable income or protection from market volatility and other risks. As part of PGIM the global investment management business of Prudential Financial PGIM Global Wealth is the manufacturer and distributor of retail mutual funds sold primarily through third-party distribution channels. The products and strategies we create are managed by PGIM which is Prudentials asset management organization. Prudential has become recognized as a leading provider of investment solutions for institutional and retail clients. Our reputation for financial strength investment talent risk management and thought leadership has led to rapid growth.
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 $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 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 .
If you are experiencing a technical issue with your application or an assessment please email to request assistance.
Required Experience:
Manager
Key Skills
- Business Development
- Sales Experience
- Loyalty Marketing
- Portfolio Management
- Wealth Management
- Financial Services
- Algebra
- Territory Management
- Banking
- Relationship Management
- Customer relationship management
- Geometry
