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 an individual to support 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 driving efficiency, maximizing sales results, and improving the client experience.
The sales and investor lifecycle ecosystem are comprised of the following key systems/tools: Salesforce, InvestorFlow, Tableau, Anduin, Seismic, and Marketing Cloud.
We are seeking a highly organized, energetic individual with strong data governance and analytical skill and systems administration capabilities to support the team in managing the day-to-day operations related to Salesforce, InvestorFlow, and other sales enablement tools, such as managing users and stakeholders, pulling campaigns and distribution lists, overseeing data quality, building out the existing reporting and analytics capabilities.
This role can be based in the NY or NJ office.
What you can expect
- Salesforce and InvestorFlow:
- Responsible for all day-to-day data updates across Salesforce to effectuate ongoing business needs (i.e., territory reassignments, new set ups/close outs/edits for products, organizations, contacts, investments, fundraises, portal pages, etc.)
- Responsible for day-to-day troubleshooting and working with technology and users to log, track, and resolve issues.
- Manage user onboard and off board process, including license review, security and profile review and set up.
- Manage native Salesforce reporting as needed.
- Support InvestorFlow daily activities, including document uploads and correspondence.
- Manage Salesforce connectivity across multiple systems and operational workflows.
- Oversee and manage set up and lifecycle for all diligence and investor reporting rooms across Salesforce and InvestorFlow platforms.
- Assist with integration of 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.
- Manage the end-to-end investor communication process and understanding various communication types and nuances across platforms and audiences being reached, including coordination of undeliverable emails after mailings and removal/inactivation of contacts.
- Data and Analytics
- Deliver reporting and analytics for key stakeholders in a scalable manner that aids stakeholders in their day-to-day decision making and facilitates the sales process.
- Manage the current auditing capabilities and continue to build out in scalable manner to proactively identify data issues across the platforms.
- Work with related parties to resolve data issues.
What you will bring
- +3 years of Salesforces CRM experience.
- Knowledge of tools in the sales and investor lifecycle ecosystem: Salesforce, Marketing Cloud, Tableau, InvestorFlow, and Anduin.
- Strong proficiency in all Microsoft products, including Excel, Word, and Power Point
- Strong accountability, adaptability, and takes initiative with a positive attitude.
What will set you apart?
- Experience working in the investment management industry preferred.
- Excellent organization and time management skills with the ability to balance multiple priorities in high paced, dynamic environment.
- Strong analytic 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 $85,000 - $95,000. 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:
Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave.
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.
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.
