Sr. Relationship Manager

Who we are

Corebridge Financial helps people make some of the most meaningful decisions they’re ever going to make. We help them plan and take action to protect the future they envision, and respond to some of life’s most difficult moments through the solutions and services we provide.  We do this through our broad product portfolio of life, retirement, and institutional products, offered through an extensive, multichannel distribution network. We provide solutions for a brighter future through our client centered service, breadth of product expertise, deep distribution relationships and outstanding, hardworking and passionate employees.

About the Role

Corebridge Financial Relationship Managers (SRM) play a significant role in client retention by developing and maintaining close, positive client relationships through proactive communication, situational analysis, alternative generation, and information sharing with our most strategically important plans.  This position will also work closely with their respective regional leadership team to maximize client satisfaction and net flow results in the region. 

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 day-to-day 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 multi-task, solve issues and escalate appropriately
• Ability to learn and understand ERISA and succeeding legislation governing qualified pension plan types

Qualifications Summary:

• Bachelor's degree in a business-related field or equivalent education/experience
• 2-5 years of  financial services experience 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 problem-solving 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

• Our Giving Back policy is at the core of our daily operations. Corebridge provides up to 16 hours of volunteer time off
• Our people are our most important asset therefore we provide generous benefits and competitive pay.  Benefits include:
  • Paid Time off: 24 PTO days to start
  • 9 Paid holidays
  • A 401k which is HARD TO BEAT. $1 for $1 match up to 6% with immediate vesting, plus Corebridge automatically contributes an additional 3% regardless of whether you enroll or not.

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, gr