Lead – Participant and Retail Investor Servicing

Who We Are

At Corebridge Financial we believe action is everything. Thats why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives for today and tomorrow.

We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:

• We are stronger as one: We collaborate across the enterprise scale what works and act decisively for our customers and partners.
• We deliver on commitments: We are accountable empower each other and go above and beyond for our stakeholders.
• We learn improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.
• We are inclusive: We embrace different perspectives enabling our colleagues to make an impact and bring their whole selves to work.

Who Youll Work With

The Information Technology organization is the technological foundation of our business and works in collaboration with our partners from across the company. The team drives technology and digital transformation partners with business leaders to design and execute new strategies through IT and operations services and ensures the necessary IT risk management and security measures are in place and aligned with enterprise architecture standards and principles.

About The Role

We are looking for a forward-thinking and technically adept Technology Lead to drive transformation across our digital servicing platforms for retirement plan participants and retail investors. This role is central to creating seamless personalized and secure digital experiences that empower individuals to manage their retirement accounts and investment portfolios with confidence. The ideal candidate brings a strong background in digital platform delivery within retirement services and wealth management with a proven track record of enabling exceptional customer experiences through modern technology.

Responsibilities

Technology Leadership & Digital Transformation:

• Lead the design and delivery of scalable digital solutions that enhance participant and retail investor self-service transaction processing and digital engagement.
• Drive modernization initiatives across mobile web and contact center platforms using cloud-native API-first and microservices-based architectures.
• Partner with stakeholders to prioritize features that improve the end-to-end user experience such as simplified onboarding retirement readiness tools investment dashboards and goal tracking.

Participant & Retail Investor Experience:

• Own the technical strategy for servicing platforms that support:
  • Account management for 401(k) IRA brokerage and rollover accounts
  • Digital advice managed accounts and investment allocation tools
  • Personalized communications alerts and notifications across channels
• Enhance user experiences with financial wellness goal-based planning and education tools tailored to individual needs.

Cross-Functional Collaboration:

• Collaborate with product owners UX designers and service teams to define solution requirements and deliver continuous improvements in the investor journey.
• Lead Agile ceremonies (e.g. sprint planning retrospectives) and mentor development teams on secure performant and compliant software delivery.

Technology Platform & Architecture Oversight:

• Drive integration of investor platforms with recordkeeping systems data services authentication providers and external financial tools.
• Promote the use of reusable services secure APIs and CI/CD pipelines to ensure agility and scalability.

Compliance & Security:

• Ensure all solutions comply with financial regulations (e.g. ERISA SEC FINRA) and internal standards for data protection access control and cybersecurity.
• Support internal and external audits as well as risk mitigation strategies.

Skills and Qualifications

Education:

• Bachelors degree in Computer Science Information Systems or related field (Masters a plus).

Experience:

• 7 years of experience in technology leadership roles within retirement services fintech or wealth management.
• Demonstrated success delivering digital servicing platforms for individual investors and retirement plan participants.
• Familiarity with recordkeeping and investment platforms (e.g. FIS Empower Ascensus Envestnet Broadridge or custom systems).

Skills & Tools:

• Hands-on experience with modern technologies: React Angular Java/.NET REST APIs AWS/Azure and DevOps pipelines.
• Strong understanding of retail investment products digital onboarding account aggregation and managed advice platforms.
• Exceptional collaboration communication and client-centric solutioning skills.

Preferred Certifications:

• Agile/Scrum certification or SAFe training.
• Cloud certifications (AWS Azure) or architecture certifications.

Compensation

The actual compensation offered will ultimately be dependent on multiple factors which may include the candidates geographic location skills experience and other qualifications.

In addition the position is eligible for a discretionary bonus in accordance with the terms of the applicable incentive plan.

Corebridge also offers a range of competitive benefits as part of the total compensation package as detailed below.

Work Location

This position is based in Corebridge Financials Houston TX office and is subject to our hybrid working policy which gives colleagues the benefits of working both in an office and remotely.

Estimated Travel

May include up to 25%.

#LI-SAFG #LI-CW1 #LI-Hybrid

Why Corebridge

At Corebridge Financial we prioritize the health well-being and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally ensuring that they have the resources and flexibility needed to thrive.

Benefit Offerings Include:

• Health and Wellness: We offer a range of medical dental and vision insurance plans as well as mental health support and wellness initiatives to promote overall well-being.
• Retirement Savings: We offer retirement benefits options which vary by location. In the U.S. our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
• Employee Assistance Program: Confidential counseling services and resources are available to all employees.
• Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1 up to $5000.
• Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
• Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.

Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law governing Plan document(s) and Company policy.

We are an Equal Opportunity Employer

Corebridge Financial is committed to being an equal opportunity employer and we comply with all applicable federal state and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race color religion sex gender gender identity or expression sexual orientation national origin disability neurodivergence age veteran status or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial we believe that diversity and inclusion are critical to building 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 colleagues are respected as individuals and valued for their unique perspectives.

Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. 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 case-by-case basis in accordance with applicable federal state and local law.

We will consider for employment qualified applicants with criminal histories consistent with applicable law.

To learn more please visit:

Functional Area: