Director, Custom Investment Strategy at Prudential Ins Co of America in Hartford, Connecticut

Posted in Management 2 days ago.

Type: Full-Time

Job Description:

This position is responsible for client-facing interactions with financial intermediaries and plan sponsors (both in-force and prospective) to promote Prudential Retirement’s investment product capabilities and drive profitable results.  This individual is a member of a team delivering investment consulting and support services to Prudential Retirement’s Full Service client base as a registered representative of PIMS and will possess in-depth knowledge of Prudential’s full product suite as well as the broader asset management industry.  The individual will be the primary liaison to associates from Sales & Strategic Relations, Full Service Solutions client-facing teams and other individuals involved in new business and client service activities within his or her specified coverage area, and will serve as the lead client-facing investment specialist on client relationships, intermediary relationships, and sales opportunities in the Key Account space, with some exposure to the Core and Small/Mid (i.e. Non-Key Account) markets.  The objective of the role is to strike a balance of satisfying client, advisor, and prospect investment needs while driving proprietary product adoption and defending in-force proprietary assets, resulting in increased client persistency, new business, and favorable economics. 

Key responsibilities and activities include:

  • Provide consultative investment expertise to clients, prospects, and/or financial intermediaries within the scope of Prudential Retirement’s Full Service business, assuming the lead role in comprehensively managing the investment component of client and advisor relationships

  • Act as a subject matter expert of Prudential Retirement investment products, third party offerings in the retirement marketplace, as well as the broader landscape of the US economy as it relates to the retirement industry.  Products include but are not limited to: retail mutual funds, registered and unregistered insurance company separate accounts, variable annuities, stable value, collective investment trusts, exchange traded funds, asset allocation (risk based) funds, target date funds, and retirement income products. 

  • Manage the in-force investment opportunity pipeline for an entire Key Account team’s collective book of business and be accountable for ongoing results while cultivating investment acceptance and adoption with advisors from our top tier intermediary channels. 

  • Serve as the lead investment liaison with sales producers and larger new business prospects and be the driver of favorable investment economics with onboarding clients, once again interacting with key intermediaries from national firms.

  • Lead initiatives that involve engagement with senior level business partners from across the organization or externally (i.e. Key Account book of business reviews, partnerships with Strategic Relations, design and execution of investment sales training, fund partner relationships/negotiations, and other projects to support profitability enhancement of the Full Service business).

  • Maintain an understanding of Prudential Retirement processes and procedures relative to compliance, operational, legal and communications processes/systems

  • Maintenance of all requisite certifications and licenses 

Key characteristics include:

  • Relentless, proactive approach to driving profitable outcomes and providing external business partners with exceptional, timely support

  • Confidence and leadership skills to gain and maintain respect with clients and intermediaries as both an investment expert and problem solver

  • Advanced level of technical investment (modern portfolio theory, etc…), and investment product expertise/proficiency; substantial familiarity with Prudential’s investment product suite (insurance company separate accounts, Stable Value, Retirement Income)

  • Acute knowledge of internal organizational structure, along with an ability to navigate the organization and influence business partners to drive positive outcomes

  • Ability to meet evolving client/advisor needs using available capabilities in a timely fashion

  • Exceptional communication and presentation skills, including the ability to be persuasive and motivational

  • Sound intuition to think quickly and communicate critical information in a positive manner with the audience's perspective in mind

  • Ability to organize, prioritize and time manage to meet deadlines

  • Effective matrix management skills

  • Team player

  • Capable of high performance in a fast paced environment


  • Bachelor’s degree required; CFA and/or MBA preferred but not required

  • Minimum of 10 years of investment, financial/retirement services and/or product management/development experience in financial services, with a minimum of 5 years in a client-facing setting

  • Experience with Prudential’s book of business and investment product suite highly desired

  • Experience leading projects or initiatives highly desired

  • Advanced understanding of investment concepts and products, particularly in their application within retirement programs

  • Exceptional written, verbal and motivational skills

  • Strong organizational skills

  • FINRA Series 6 & 63 and state insurance licenses required with 120 days of hire

  • Ability to travel up to 25%


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 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 for more information about doing business with Prudential.

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&

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