Demo

Advisor Segmentation Product Owner, Retirement Strategies

Prudential Financial
Mecklenburg, NC Full Time
POSTED ON 2/1/2025
AVAILABLE BEFORE 3/1/2025
Job Classification:

Technology - Project Mgmt/Business Analysis

Our Company

For over 145 years, Prudential’s diverse and talented employees have been committed to helping customers and their families grow and protect their wealth through a variety of products and services. We are known for delivering on our promises and are recognized as a trusted brand and one of the world’s most admired companies.

The Business

At Prudential Retirement Strategies, we take protecting financial outcomes personally. Everyone deserves a stronger financial future. We deliver industry-leading strategies for growth and protection to help more individuals get from where they are now to where they want to be.

The Team

Within the Retirement Strategies Business, you will support the Distribution Enablement team. This group of teams focus on supporting our advisors and distribution partners with tech-forward, service and sales experiences that will enable the growth of our business.

The Role

As a Product Owner in Distribution Enablement you will partner with the Journey Analyst, CPO, and other Product Owners supporting the expansion of our key digital product: PruXpress Annuities. This platform attracts 65K unique visitors each quarter, including financial professionals, back office staff, and support staff to manage and grow the Financial Professional’s book of business.

The core product ownership skills as Product Owner include expertise in balancing business needs, advisor requirements, and technical feasibility to prioritize features and initiatives effectively. You will scope feature, write user stories, define acceptance criteria, and maintain your backlog in accordance with SAFe practices. What makes this role unique to others within the agile train/ journey, is a strong background in experience mapping of the advisor and end-customer journeys to identify opportunities to tailored experiences. Partnering with GT, Marketing, and the CPO, you will help influence and implement customer segmentation strategies leveraging behavior, demographic, and firmographic data. As a Product Owner, you will work closely with technology partners, UX team, and business partners to create, prioritize, and deliver the product roadmap to meet Objectives and Key Results (OKRs).

The mindset required in the role:

  • Ownership, Resourceful, and Curiosity
  • Obsession with experimentation and multivariate tests to optimize user experiences
  • Progress over perfection
  • A desire to make the world a better place through simple, inspiring, and intuitive user experiences
  • Conviction that we can go fast alone, but further together

Required expertise:

  • Bachelor degree or equivalent experience
  • 4-7 years in digital product management, operating in an agile release train/journey, including experience working with API-based platforms to expose capabilities outside of traditional workflows
  • Understanding of predictive analytics and AI/ML models for recommendations and advisor behavior insights
  • Experience aligning personalized strategies with compliance in a regulated environment
  • MarTech tools including AEM, Target, and Adobe Analytics

Exceptional candidates will have:

  • Extensive experience in fast growing consumer facing apps that have achieved success in growth and user adoption
  • 2-4 yrs in Direct to consumer experience

Remote welcome

What we offer you:

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 $128,100.00 to $190,700.00. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills.

  • 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.

Salary : $128,100 - $190,700

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