PGIM Fixed Income : Vice President, Insurance Client Management

Vice President And Senior Insurance Client Manager

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 like-minded professionals. This is a terrific opportunity to make a big impact in our organization.

PGIM Fixed Income has affirmed the third-party 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 Income's 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 company's 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 day-to-day 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 CIO's, senior investments staff, and day-to-day 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 on-boarding of new clients and the on-boarding of new accounts from existing clients
• Coordinate with investment teams, client service and other stakeholders to ensure the client's 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 :

What will set you apart?

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 $170,000 to $190,000. 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 :

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.