PGIM · 13 hours ago
Senior Business Support Specialist
Holmdel, NJ
Full-time
Onsite
Mid, Senior Level
$82K/yr - $136K/yr
3+ years expPGIM is aligned to Prudential Advisors vision to be recognized as the leading provider of financial advice and solutions. The Sr. Business Support Specialist plays a central role in coordinating strategic initiatives and acts as a point of contact among executives and partners to support activities related to recruiting and overall growth.
Asset Management
Responsibilities
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 efficiencies 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
Qualification
Required
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
Preferred
Proficiency with Salesforce, WebEx, Microsoft Teams, Zoom platform, and LinkedIn is a plus
Benefits
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.
Company
PGIM
PGIM is a money manager whose clients rely on their risk management expertise, intellectual capital, and innovative solutions. It is a sub-organization of Prudential Financial.
1001-5000 employees
H1B Sponsorship
PGIM has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (15)
2024 (12)
2023 (8)
2022 (8)
2021 (7)
2020 (14)
Funding
Current Stage
Late StageLeadership Team
Jakob Wilhelmus
Director, Thematic Research
Recent News
Private Equity Wire
2026-01-23
2026-01-22
Company data provided by crunchbase