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Client Transition Data Manager - Remote,Dubuque, Scranton, Hartord

Prudential Financial, Dubuque, IA

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This position is responsible for leading the data components of the new business on-boarding process for new defined contribution, defined benefit, and non-qualified deferred compensation retirement plansData is the foundation of retirement plan administration and the Data Manager creates and implements data strategies that assist in creating long-term client success. In addition to new business client transitions, the Data Manager plays an integral role with existing clients during merger & acquisition activity, plan reviews, and the implementation of new product and service offerings.  This role serves as the point person/project manager for internal resources as well as clients and intermediaries as it relates to data. 



  • Project manager for standard to mid-level complexity data implementation activities
  • Front line contact for all data related items for the client, prior record-keeper and payroll vendors
  • Strategize with internal and external parties on all data related items ensuring successful plan administration
  • Ensures data required to deliver elected services is confirmed with the client and tested successfully
  • Independently represents Client Transition in prospective client visits, on-site implementation meetings, and existing client meetings clearly articulating our data story and technical capabilities
  • Leverage internal resources to implement data strategies
  • Assigns tasks to project team members
  • Identify and implement process/procedure improvements
  • Bachelor's degree a plus
  • 5+ years of Retirement/Financial Services Industry experience required
  • Strong communication skills and ability to foster relationships with internal and external partners
  • Demonstrated ability to lead a project teams, providing guidance and leadership to help achieve team goals
  • Ability to work in a fast-paced, changing environment
  • Ability to prioritize work under tight deadlines
  • Works well independently and in team setting
  • Able to develop a cohesive set of solutions in complex, high volume, deadline-driven environment
  • Strong leadership skills with demonstrated abilities in motivating others, building positive team climates, fostering change, and negotiating internal/external conflict
  • Ability to create strategies that result in optimal outcomes
  • Proficient with Microsoft Office applications
  • Shows initiative and is results oriented
  • Strong attention to detail

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Job Details

Req Num DC 0003P
ID 547965
Dubuque, IA
Positions 1
Full Time
Pay --

Preferred Candidates

Years of Experience 5-10 Years
Education --

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