Job Classification:
Product Management - Product Management
A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE
As the Global Asset Management business of Prudential, we’re always looking for ways to improve financial services. We’re passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world.
We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you’ll unlock a motivating and impactful career – all while growing your skills and advancing your profession at one of the world’s leading global asset managers!
If you’re not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that’s investing in your future by shaping tomorrow today.
At PGIM, You Can!
What You Will Do
We are seeking a VP-level product owner overseeing our Salesforce customer relationship management system and suite of sales enablement tools to facilitate the business’ sales process and investor lifecycle with strong focus on maximizing sales results, improving the client experience, and driving operational efficiency. In this role you will have significant impact to the sales organization via developing and executing the strategic vision for the suite of technical products You will lead the team in running the day-to-day management of the sales systems and tools which includes: gathering and defining requirements, managing users and stakeholders, overseeing data quality, building out the existing reporting and analytics capabilities, structuring enhancements, and researching new applications and tools, including the use of AI.
Seeking a highly organized, energetic individual with strong data governance and analytical skill set as this role requires the individual to think complexly and critically on how all enhancements impact downstream/upstream processes, data quality, user experience, and client experience. The sales and investor lifecycle ecosystem is comprised of the following key systems/tools: Salesforce, InvestorFlow, Tableau, Anduin, Seismic, and Marketing Cloud.
This role can be based in Newark, New Jersey or New York City, NY PGIM office.
What You Can Expect
- Manage the strategic long-term and near-term enhancement roadmap for the sales and investor lifecycle tools in a manner that achieves successful outcomes, balances priorities, and effectively communicates to management and technology partners.
- Work effectively with technology and business partners, including tableau partners, business development, global investor services, and compliance, to track all issues and enhancements and oversee implementations. Ensure all recommendations and enhancements balance downstream/upstream impacts, data quality, and ensuring positive, improved client experience and user experience.
- Build and maintain relationships with key technology vendors and keep apprised on competitive products, including Salesforce app partners and tools and AI, to ensure technology ecosystem is continually improving and focusing on maximizing the business’ sales and client retention efforts
- Oversee critical business processes that leverage technology and drive the client experience, sales optimization, and ensure data quality and coordinate teams as necessary. Key business processes include: delivery of sales collateral to sales team and investors, lifecyle management for all diligence and investor reporting data rooms, sales territory management, client reporting distribution, and overseeing the execution of end to end investor communication processes.
- Oversee and build out integrations and connections with third-party market intel data sources, in house AUM process, and CRM data from other PGIM institutional businesses to drive fuller understanding of client accounts and opportunities
- Design and manage reporting and analytics for key stakeholders in a scalable manner that aid stakeholders in their day-to-day decision making and facilitate sales process
- Manage a team of two.
What You Will Bring
- Minimum of 10 years of relevant experience required, experience supporting institutional sales team or investment management organization preferred
- Knowledge of tools in the sales and investor lifecycle ecosystem: Salesforce, Tableau, InvestorFlow, Anduin, Marketing Cloud, Seismic
- Proficient in all Microsoft products, including Excel, Word, and Power Point
- Bachelor's degree required; advanced degree preferred
What will set you apart?
- Ability to balance multiple priorities in high paced, dynamic environment
- Strong analytical and project management skills
- Detail-oriented with solid written and verbal skills
- Ability to work independently and to orchestrate work with other teams
- PGIM welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage you to apply.
Note: Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $160,000 - $200,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. 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.
About PGIM Private Alternatives PGIM Private Alternatives manages $319 billion gross aum/aua in private alternatives strategies across private credit, real estate, agriculture, sustainable investing, infrastructure, and private equity. These strategies are managed by PGIM Real Estate (est. 1970), PGIM Private Capital (est. 1925) and Montana Capital Partners (est. 2011).
Through our investment, financing, asset management and talent management approach, we engage in practices that ignite positive environmental and social impact, while pursuing activities that strengthen communities around the world. When you join our team, you will find yourself inspired by an inclusive company culture that believes that diversity of all kinds allows us to develop better and more innovative solutions for our clients.
What we offer you:
- 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 accommodations.hw@prudential.com.
If you are experiencing a technical issue with your application or an assessment, please email careers.technicalsupport@prudential.com to request assistance.
