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Manager, Client Transition

Prudential Financial, Dubuque, IA

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Full Service Solutions will be filling a Manager role within Retirement Operations and the Data & Reporting Center of Excellence. The selected Manager may be asked to fulfill the duties of various Teams within Full Service Solutions.   


Responsibilities will include:

  • Leading a Team of direct reports within Full Service Solutions Data & Reporting Center of Excellence. 
  • This leader will lead a centralized functional team of Implementation Coordinators supporting across all regional pods
  • Implement strategy as defined by senior management, assist associates with connecting their work to organization strategy.
  • Execution of deliverables including production, initiatives, inventory management and service level agreements, quality and timeliness targets, financial management of budget, Team staffing model and reporting metrics.
  • Monitor Team and department metrics to ensure objectives are accurately achieved, with a strong focus on the Client Experience.
  • Incorporate knowledge of external factors into budgeting, Operating Plans, prioritization, resource allocation, and strategy setting; is open to new ideas, methods of doing things or opportunities that arise out of an understanding of the external market and trends.
  • Develop talent through assembly of strong Teams, hiring for the future, inspiring and developing others, actively address performance issues, developing sound succession plans and building sustainable leadership and technical capabilities.
  • Performance Management of associates; provide input to development of Annual Performance Objectives, write and deliver performance appraisals, conduct 1x1 and Team Meetings with direct reports on a regular basis.
  • Leadership role on project/business activities including but not limited to Internal Audit, Independent Audit, and various Risk Assessments - ensure controls and processes are documented, implemented, and monitored.
  • Establish clarity about the work associates are responsible for including performance expectations, standards of success, and priorities; focusing Team on short, medium and long term goals.
  • Prepare for unexpected events by establishing contingency plans, change course when necessary.
  • Minimization of risk and errors/losses to the enterprise and customers.
  • Communicates as needed with internal and external customers and prospects.
  • Actively represents and participates in cross-site leadership activities and initiatives.
  • Self-starter who is willing to challenge the status quo and generate new ideas; is a change agent.
  • Foster an environment where associates are empowered to make decisions.
  • Promote a highly energized and efficient Team climate that encourages open communication.
  • Bachelor's degree or related business experience
  • Previous management and client facing experience strongly preferred
  • Proven record of deploying robust program/project management discipline
  • Defined Contribution/Benefit & Non-Qualified Plan, Retirement, and/or
  • Financial industry experience required
  • Ability to think strategically while taking intelligent risks
  • Proven ability to negotiate, influence and persuade internal and external stakeholders
  • Can work in a fast-paced, changing environment; is resilient
    Proven decision making skills that show value to both the business and client
  • Capable of executing decisions quickly and possesses excellent follow through
  • Ability to lead others to accomplish Team goals by example and through project management
  • Strong communication skills, and ability to partner in a diverse environment
  • Ability to work with tight deadlines and demonstrate flexibility when setting priorities
  • FINRA Series 6 and 26 registration may be required or able to obtain within specified time frame
  • FINRA Series 99 registration may be required or able to obtain within specified time frame
  • Travel up to 15% may be required

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Job Details

Req Num DC 0003L
ID 536162
Dubuque, IA
Positions 1
Full Time
Pay --
Banking/Mortgage/Financial Services

Preferred Candidates

Years of Experience 5-10 Years
Education --

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