Posted in Management 30+ days ago.
This position resides within Prudential Advisors and collaborates with the Marketing & Business Development’s Practice Building unit. The Practice Building group is responsible for managing Prudential Advisors practice building programs helping our Financial Professionals increase their productivity and expand their practices to better serve our customers.
Teaming is a program designed to have Financial Professionals work collaboratively to serve their clients and collectively drive practice growth. As a Manager, Teaming, you will have an opportunity to play an integral role in the expansion of this program for the field force. This exciting position will allow you to implement strategic initiatives through cross-functional teams within the organization.
The right candidate for this position will have clearly demonstrated the ability to successfully impact results, partner with various areas and teammates at all levels, strong analytical and organizational skills, attention to detail, resourcefulness and the ability to adapt to change.
Principle Duties and Responsibilities
Program Owner role for Teaming supporting Prudential Advisors
Responsible for the administration of all team processing. This includes review of operating plans, adding and removing teams and tracking results
Partner with field management and associates to address field inquiries
Serve as central point of contact for all new team related initiatives
Develop and deliver presentations related to teaming
Drive strategic work for the enhancements to teaming
Write communications, newsletters, promotion material as it relates to teaming
Make business recommendations to drive initiatives forward
Facilitate meetings with business partners and technology teams
Perform Quality Assurance (QA) and User Acceptance Testing (UAT) as necessary
Conduct necessary program compliance audits
Co-facilitate Teaming FAC
Develop and oversee tracking/reporting, metrics and analysis of Prudential Advisor team programs to measure effectiveness and make recommendations to enhance results of these programs
Address compliance risks/issues as applicable with Teaming projects
Partner with internal/external associates to enhance and maintain existing teams
Partner with cross-business associates on large scale projects
The position is intended to lead the overall Teaming Program and reports to the Director, Practice Building, Prudential Advisors
Ability to interact effectively with all other business areas
Organization/time management skills/results orientated
Ability to facilitate group presentations
Strong interpersonal, relationship building, problem solving and team building skills
Demonstrated ability to drive multi-faceted projects to successful completion with limited oversight
Proven leadership skills; ability to influence others
Proven proficiency in Microsoft Excel, Word, Access and PowerPoint