Project Manager, Process Management at Prudential Ins Co of America in Shelton, Connecticut
Posted in Management 30+ days ago.
Type: Full-Time
Job Description:
Position Description
The role of Manager, Content Management and CE Administration within the ISG Sales Training organization will be responsible for management of the Sales Portal and administration of Continuing Education. The time allocation between these two activities is approximately a 50/50 split of time commitment. The role’s content management responsibilities are primarily in support of the learning segment of the Sales Portal, along with support for all other systems and platforms where learning content is housed. Responsible for Continuing Education management, this role serves as the key contact and resource for Sales & Distribution on the planning, design, and execution of CE events as well as serving as the liaison with associated third-party vendors. This position reports into the Vice President, Sales Training and has no direct reports.
Responsibilities
Content Management and Continuing Education
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Collaborate with internal subject matter experts and external partners to gather recommendations on content topics and themes for new CE courses
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Collect data and perform analysis of courses to determine usage and effectiveness; prepare monthly CE dashboard
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Partner with Marketing to ensure the timely completion of the content design, print and packaging of presentation(s) and collateral materials such as CE brochure, Advisor feedback form(s)
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Gather feedback on existing CE content from the field; share finding with the CE steering committee
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Continuously review CE courses (content) for accuracy of data, numbers, content; work from a master review plan of own creation; provide status updates on review activities and outcomes
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Ensure CE content is professional in appearance, current, appropriate, compliant with established information architecture, compliant and accessible to all users
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Create, develop, proofread all web content for the CE page of the Sales Portal so that it is error-free
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Provide proofreading and quality review of all CE content production, providing feedback to content developers as a precursor to their MRU/Compliance review steps
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Support requests for data and information from Sales leadership and the Advanced Planning team; completes requested data analysis and packages information in a professional format
Sales Portal & Salesforce
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Maintain oversight and controls for the shared drive, file folder structure, record management, and archiving
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Manage content on the Sales Portal; track additions and deletions of learning assets in a database; partner with developers to post new content, refresh existing content, and remove content no longer required
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Ensure all content is approved, valid, and up to date
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Manage the quarterly data load to ensure data files are cleansed and coordinated with the third-party vendor within contracted timeframes
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Identify, track, and see issues through to resolution
Content Controls
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Review daily control number reports
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Develop test plans when new curriculum is launched; manage User Acceptance Testing and interface with the external provider on issues, results, etc.
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Conduct ongoing process control reviews to determine what processes can be improved
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Present suggested changes to existing process controls to management for approval
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Assist with Sales Portal audits conducted by third parties (i.e. Internal Audit, Risk Management, etc.)
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Submit content changes to Marketing Review for approval (MRU Process) for Sales Portal & Salesforce content design changes
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Follow all standard project management protocols; work plans, status updates & reporting, issue escalation, change management
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Ensure all approvals are in place (Principal review/signoff) and Business Owner agreement for changes/updates to the Sales Portal
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Maintain all archive/historical documentation
CE Process Administration
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Administrative liaison with Quest, Success CE, and B.E.S.T. (Super CE); respond to calls/emails as necessary including exception requests, new instructor filing/Questtrak access, and serving as the internal Pru point of contact
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Respond to internal/external field requests
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Provide recommendations to improve efficiencies and reduce costs
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Produce Monthly/Quarterly metric reporting to leadership
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Administers home study; email codes to advisors; track all activities and expenses; provide updates as part of monthly/quarterly reporting
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Expense management, oversight, and analysis
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Performs Sales Portal training and CE page traffic analytics and recommend changes to achieve improved website effectiveness
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Responsible for crafting site promotions for new CE
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Conduct CE/Questrak/BOLA/Success CE training calls for the Sales Desk on a quarterly basis or as needed
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Serve as a historian and resource for past Continuing Education practices; coordinate annually with third party vendor for record maintenance
Qualifications
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3 to 5 years Financial Services experience a plus
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Strong knowledge of CE processes; state requirements, exception processing, home study, etc.
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Content Management Systems knowledge, a plus
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Experience with administration and processing in the Questtrak system
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Basic HTML coding skills
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Strong written & verbal communications skills
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Strong proofreading and quality assurance skills
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Project Management skills
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In-depth knowledge of Quest CE and B.E.S.T. systems and processes, a plus
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Ability to multitask and manage several priorities
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Ability to meet tight deadlines
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Ability to master new software/technologies
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Series 6 required within 180 days of hire
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Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.
Prudential is a multinational financial services leader with operations in the United States, Asia, Europe, and Latin America. Leveraging its heritage of life insurance and asset management expertise, Prudential is focused on helping individual and institutional customers grow and protect their wealth. The company's well-known Rock symbol is an icon of strength, stability, expertise and innovation that has stood the test of time. Prudential's businesses offer a variety of products and services, including life insurance, annuities, retirement-related services, mutual funds, asset management, and real estate services.
We recognize that our strength and success are directly linked to the quality and skills of our diverse associates. We are proud to be a place where talented people who want to make a difference can grow as professionals, leaders, and as individuals. Visit www.prudential.com to learn more about our values, our history and our brand.
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.
The Prudential Insurance Company of America, Newark, NJ and its affiliates.
Note that this posting is intended for individual applicants. Search firms or agencies should email Staffing at staffingagencies@prudential.com for more information about doing business with Prudential.
PEOPLE WITH DISABILITIES:
If you need an accommodation to complete the application process, which may include an assessment, please call (800) 433-8960, prompt 4 or email accommodation.h&w@prudential.com.
Please note that the above number and email are solely for individuals with disabilities requesting an accommodation. If you are experiencing a technical issue with your application or an assessment, please email careers@prudential.com to request assistance.
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