Research & Proposal Team Leader | PGIM Ireland

This role is based in Letterkenny (Hybrid working 2/3days a week in office) and will work US hours approx. 1pm - 9:00pm.

A GLOBAL LEADING ASSET MANAGER 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

As the Senior Research and Proposal Specialist Team Leader you will be part of the Group Insurance Product & Underwriting team. You will be entrusted with responsibility for partnering with the team’s Director and Level 1 Manager to lead a team of Proposal Specialists as well as having accountability for managing and executing Requests for Proposals (RFPs) and Requests for Information (RFIs) working with our Sales and Account Management teams. This will include effectively writing clear, concise, client focused, and compelling responses that effectively position Prudential's group insurance products and employee benefit solutions to address customers’ needs. In this role, you will be responsible for guiding the team members in researching and crafting responses; overseeing/performing proposal assignments; and conducting quality reviews of proposals ensuring accuracy with our product offering, positioning/branding, and style guide.

Part of your role includes collaborate with sales/account management associates, business partners—including underwriting, marketing, senior leadership, legal, and subject matter experts—to ensure Prudential is positioned accurately and effectively based upon the opportunity. You will possess the courage and ability to challenge the status quo when appropriate to align our work and processes with Prudential’s core values and business strategy.

What you can expect

• Provide leadership and daily supervision of Proposal Specialists, including one-on-ones, quarterly reviews, and talent development.
• Complete quality reviews; track results and trends against established department standards and performance objectives.
• Oversee/perform daily assignments of incoming opportunities.
• Guide the team in researching and crafting non-standard responses.
• Partner with sales/account management to determine broad client/prospect needs, identify trends, strengths and opportunities, as well as ensure consistency in proposal responses.
• Collaborate with underwriting, sales, product, and marketing to provide product and service consultative guidance in support of how we should position our responses.
• Develops custom proposal content through adapting boilerplate content and collaborating with Sales/Account Management, Underwriting, Marketing, and other subject matter experts to deliver high quality RFP questionnaires.
• Learns and adapts with the team’s proposal management platform and tools for completing and collaborating as well as the various external broker platforms for submitting RFPs/RFIs.
• Use project management skills to ensure all deliverables are completed on time.
• Communicate and coordinate effectively with other members of the Proposal Unit, Group Insurance, and Corporate to ensure timely completion of all documents.
• Exercises judgment in applying procedures or addressing unusual situations.
• Supports process improvement activities as well as other projects.
• Identifies, assesses, and escalates issues as appropriate.
• Supports additional responsibilities as assigned.

What you will bring

• Financial services business experience or related.

• Experience leading project teams a plus.
• Strong knowledge of or ability to quickly learn our product offerings.
• Experience with Proposal Management platforms, Salesforce, and Tableau a plus
• Demonstrate data-driven mindset and agile approach to getting work done.
• Project management experience required.
• Strong written and verbal communication skills with the ability to influence results.
• Excellent interpersonal partnering skills and must be detail oriented. Flexible working in a fast-paced environment with non-negotiable deadlines.
• Must be highly organized, detail-oriented, proactive, resourceful, and able to exercise sound judgment.
• Team player, creative, organized and detail oriented.
• Ability to manage multiple priorities.
• Flexibility and responsiveness to change.
• Ability to work independently as well as in a team environment.
• Bachelor’s degree or equivalent work experience preferred.
• Previous proposal or like experience
• Knowledge of Outlook, Microsoft Excel, and Word
• Association of Proposal Management Professionals (APMP) certification preferred or willingness to get certified.

*PGIM welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage you to apply.

What we offer you

• Health Insurance: PGIM Ireland partner with Laya and BUPA to provide health insurance schemes that cover eligible employees day to day medical and hospital expenses.

• Annual Leave of 23 days at full pay, increasing with service.

• Pension Scheme: Members of the scheme can contribute up to 8% of salary per annum and PGIM Ireland matches contributions up to 8% of salary. Members can also make voluntary contributions to the scheme.

• Annual Bonus Programme & Shop LK Vouchers / CleverCards (subject to eligibility): Along with an annual bonus employees are rewarded with Shop LK Vouchers/ CleverCards which are paid tax free.

• Life Assurance: fully paid by PGIM Ireland, employees are covered from their start date and beneficiaries are provided with a lump sum of four times an employee’s salary.

• Education Assistance: PGIM Ireland have an Education Assistance Programme that reimburses eligible employees for furthering their education.

One of the responsibilities of this position includes the processing of wire transfers. As a result, all candidates will be required to consent to and to successfully complete a background and credit check. Failure to do so will result in your application for the position being declined.  

About PGIM – Global Asset Management

PGIM is the global asset management business of Prudential Financial, Inc. (NYSE: PRU), a leading global investment manager with nearly US$1.39 trillion in assets under management as of March 31st, 2025.  With offices in 18 countries, PGIM’s businesses offer a range of investment solutions for retail and institutional investors around the world across a broad range of asset classes, including public fixed income, private fixed income, fundamental equity, quantitative equity, real estate and alternatives.

With a history dating back 150 years, and experience through more than 30 market cycles, PGIM takes a long-term view, not only in our investment philosophy, but also in how we develop our talent. We want to see our employees excel from their first day with the firm and throughout their tenure with PGIM. We will inspire you, support you, and help you reach your greatest personal and professional aspirations. If PGIM sounds like the place for you, join us. For more information about PGIM, visit PGIM.com.

Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.

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