Job Classification:
Sales - SalesNJ Wealth Partners, located in Holmdel, NJ is looking for qualified candidate to fill this important position!
Essential Responsibilities includes but are not limited to:
- Working directly with home office partners to coordinate firm-home office workflow and help resolve low to moderately complex issues. This may include compensation issues, new business matters, practice transfers, various appeals and exception requests.
- Educating newer advisors on how to use our digital platforms that support prospecting new clients, writing new business and managing current client books of business.
- Researching and resolving complex problems relating to client accounts and business inquires.
- Leading daily touch point meetings with affiliates and associates aligned to our Career Development Program which focuses on new advisors entering the industry.
- Working alongside internal partners and new experienced advisors during the new advisors’ onboarding process.
- Establishing and communicating clear direction and priority to field leaders within the firm who are responsible for recruiting flow and VIP days.
- Serving as main point of contact with the Vice President Strategic Initiatives with respect to the firm’s Real Estate Strategy.
- Assisting the Managing Director with:
- Organizing important internal/external training sessions as well as strategic industry events;
- Controlling expenses and operating at peak effeciences and maximizing margin tonnage;
- Evaluating workload and responsibilities of support staff to determine necessary assignment changes to maintain efficient workflow;
- Promoting the firm’s culture and inclusion strategy.
- Conducting ongoing performance management and annual review process of support staff within the firm.
The successful candidate for this position will have:
- Bachelor’s degree from four-year college or university in related field or 3-5 years experience in the financial services industry, preferably in positions that focused on recruiting, marketing and/or sales.
- Experience in a position of leadership that involved influencing, motivating and persuading others to achieve desired outcomes.
- Strong analytical skills to be able to research information and resolve problems.
- Proven track record of effectively managing, tracking and completing multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment
- The ability to work across all levels of the organization
- Strong attention to detail
- Proficiency with Salesforce, WebEx, Microsoft Teams, Zoom platform, and LinkedIn is a plus.
Market competitive base salaries, with a yearly bonus potential at every level.
Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave.
401(k) plan with company match (up to 4%).
Company-funded pension plan.
Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs.
Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.
Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service.
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. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week.
Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.
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.
If you need an accommodation to complete the application process, please email [email protected].
If you are experiencing a technical issue with your application or an assessment, please email [email protected] to request assistance.
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What We Do
PGIM, the investment management business of Prudential Financial, Inc.* is a multi-manager that delivers industry-leading strategies and solutions to clients. Each business maintains its own investment process and culture, allowing for a singular focus on delivering investment returns for clients. The PGIM businesses offer investors a wide range of investment strategies across asset classes and geographies, including public equities, public and private fixed income, commercial mortgages and real estate. Clients of PGIM can rely on superior long-term performance, risk management expertise and innovative products to help them realize a wide range of business objectives. In addition, PGIM uses its collective knowledge and business expertise to work with public, private and non-profit sector partners to create solutions that address critical social issues that have an enduring impact. *Prudential Financial, Inc. of the United States is not affiliated in any manner with Prudential plc, incorporated in the United Kingdom or with Prudential Assurance Company, a subsidiary of M&G plc, incorporated in the United Kingdom.
