Facilitator Jobs in Connecticut

Job Title: Director, Relationship Mgmt Company: Prudential Location: Shelton, CT Description: The Manager, Client Support and Operations Relationship Management would have mastered the Operations RM role and be viewed as a resource to other Operations RMs. The incumbent would be assigned mentoring responsibilities and should be able to substitute a Sales RM as necessary. The incumbent would also possess strong relationship management skills, negotiation skills, firm management skills, excellent communication skills, and strong presentation skills. This manager must be licensed as a Principal (Series 26) and would spend a majority of his/her time coaching and mentoring the Operations RM team and creating and driving strategic activity within the team focused on: Driving sales and market share growth by partnering effectively with BD contacts and sharing information with sales partners, Creating and executing consistent, high-quality messaging to our BD partners, and Identifying and executing high impact / pay-off BD initiatives Finally, the Manager, Client Support and Operations Relationship Management should demonstrate leadership and would be responsible for communicating team successes and challenges to SRM management. Key responsibilities include: Develop solid working relationships with BD contacts: Conduct regular site visits in addition to conference calls and email communications (derived by segmentation tool) in partnership with Operations, Sales, and Internal RMs Ensure maintenance comprehensive contact list (providing regular updates to Internal RMs) and deliver high-quality messaging to drive sales and market share growth Partner with firm contacts for business planning purposes - focus on identifying key BD initiatives that Prudential Annuities can plug into to become / maintain a partner of choice Partner with Sales and Internal RMs to create a solid matrix-style relationship throughout the BD firms (derived by segmentation tool) Ensure effective account documentation is maintained by Operations RMs: Develop and manage annual SAP in partnership with Sales RM and Internal RM teams; making sure team members are providing regular updates and sharing with SRM management Share firm intelligence with key internal business partners - external and internal wholesalers, BDS, SRM, Operations, Marketing, Product/Investments, etc. Ensure proper documentation of site visit activity in Sales Call Reports prepared by Operations RM team and share with SRM team on a timely basis Serve as key contact for OMR (Operations Management Roundtable) group and actively participate in key industry events Provide analysis and develop strategy around the ACES survey conducted by the OMR group Attend and actively participate in Insured Retirement Institute (IRI) conferences and events Manage relationship with Pershing Identify opportunities for growth within these firms Create and execute strategy to capitalize on growth opportunities Monitor Service/Operations issues escalated by the BDs to drive timely resolution and to facilitate internal business process evaluation with ASG / Operations when necessary Build effective partnership with SRM's case manager from ASG to effectively and efficiently facilitate problem resolution Partner with Sales Project Management team to ensure firm-specific needs are effectively communicated and contemplated on broad project teams Provide representation for SRM on project teams formed for specific-firm initiatives Create effective partnerships throughout Prudential Annuities Partner with Sales and BDS Desks - facilitate regular Partnership meetings and provide frequent communication back and forth between the teams Leverage eCommerce, Operations Teams, Marketing, Product/Investments to execute BD initiatives (documented in the SAP) Actively participate in team meetings Identify, share, and adopt best practices with the team Partner with Customer Service to ensure consistent messaging across all key and non-key account communications as well as to provide coverage when needed Assist in training and provide coverage for other Operations RMs when necessary Cross-channel focus: Identify attributes among the channels that are common and those that are unique to a channel in order to leverage resources across channels and provide insight to the team Teamwork / Leadership: Demonstrate Leadership across the SRM organization Provide coaching and mentoring to members of the team Run Team Meetings - encouraging sharing and adopting best practices from others Drive department / corporate initiatives with the team Lead by example showing commitment and motivation to the team FINRA Series 6 or 7 and Series 63 and 26 required Bachelors degree required 8 plus experience in financial services, operations experience preferred Effective communication and partnering skills 5 years management experience preferred