Relationship Manager
Relationship Manager
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Job Description
Corebridge Financial is an outstanding franchise that brings together a broad portfolio of life insurance retirement and institutional products offered through an extensive multichannel distribution network. We hold longstanding leading market positions in many of the markets we serve. With our strong capital position customer orientation breadth of product expertise and deep distribution relationships across various channels we are well positioned to serve growing market needs.
Relationship Manager
The Relationship Manager role plays a key role in client retention efforts providing assistance for strategic administration of defined contribution plans. Performs research resolves issues and communicates solutions/alternatives that best serve the plan sponsor.
About the role
Corebridge Financial Relationship Managers will:
- Collaborate with consultants advisors and internal partners to create solutions that simplify administration and streamline daytoday operations.
- Help plan sponsors meet and comply with regulatory deadlines.
- Develop strategies to meet plan sponsor goals for the year while creating and managing the project plan to achieve these goals.
- Work closely with internal partners in marketing compliance plan design processing and data engagement. Relationship Managers leverage these resources daily to ensure they provide plan sponsors with solutions that best meet their needs.
- Plan and prepare for quarterly meetings with the consultant or advisor to make sure everyone has the same vision before meeting with the plan sponsor.
What we are looking for
Building strong relationships and earning trust is vital with both internal and external partners. Relationship Managers must be proactive and creative in their engagement and support of plan sponsors. They must possess the:
- Ability to handle client interactions and solve client challenges as they arise
- Ability to multitask solve issues and escalate appropriately
- Ability to learn and understand ERISA and succeeding legislation governing qualified pension plan types
Qualifications Summary:
- Bachelors degree in a businessrelated field or equivalent education/experience
- 2 years of financial services experience preferred
- FINRA licenses SIE Series 6 or 7 63 or 66 preferred
- Ability to manage multiple institutional client relationships independently
- Must pay attention to details and maintain an organized workflow
- Must be able to manage tasks and priorities to meet strict deadlines
- Must have strong problemsolving skills to identify root causes and implement problem solutions.
- Demonstrated ability to continually meet and exceed client expectations and goals
- Candidate must be comfortable with outbound proactive client communication via phone calls email and web conference.
- Pension experience in the areas of benefits design compliance and implementation are a plus
What our employees like most about working for Corebridge Financial
- We care about your professional development. Our career progression and tuition reimbursement program will provide you with the opportunity to develop your skills strengthen your productivity and be eligible to progressively advance to positions with an increased responsibility and increased compensation.
- Our Giving Back policy is at the core of our daily operations and guides our future progress. Dont believe us We put our money where our mouth is! Corebridge Financial will give you up to 16 hours a year paid time off to volunteer in the community.
- Our people are our most important asset therefore we provide a generous benefits plan and competitive pay. Benefit package includes:
- Paid Time Off: Corebridge Financial recognizes the importance of work life balance). We offer 24 PTO days to start. YES 24! 17 paid holidays per calendar year.
- A 401(k) Retirement Plan which will be HARD TO BEAT. Our 401K $1 for $1 match up to 6 with immediate vesting plus Corebridge Financial automatically contributes an additional 3 into your 401K regardless of if you enroll or not.
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We are an Equal Opportunity Employer
Corebridge Financial Inc. its subsidiaries and affiliates are committed to be an Equal Opportunity Employer and its policies and procedures reflect this commitment. We provide equal opportunity to all qualified individuals regardless of race color religion age gender gender expression national origin veteran status disability or any other legally protected categories such as sexual orientation. At Corebridge Financial we believe that diversity and inclusion are critical to our future and our mission creating a foundation for a creative workplace that leads to innovation growth and profitability. Through a wide variety of programs and initiatives we invest in each employee seeking to ensure that our people are not only respected as individuals but also truly valued for their unique perspectives.
Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees with physical or mental disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process please send an email to . Reasonable accommodations will be determined on a casebycase basis.
Functional Area:
SM Sales & MarketingEstimated Travel Percentage : Up to 25Relocation Provided: NoAmerican General Life Insurance CompanyRequired Experience:
Manager
Employment Type
Full-Time
