Head of Special Investigation Unit and Elder Vulnerable Client Care
Corebridge FinancialAbout the role
Who We Are
At Corebridge Financial, we believe action is everything. That’s 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.
About the role
The Head of SIU and EVCC is a dual-function leadership role responsible for providing enterprise-level oversight and strategic direction for both the Special Investigations Unit (SIU) and the Elder Vulnerable Client Care (EVCC)function. This role ensures the efficient execution of insurance fraud investigations across all lines of business while simultaneously driving the organization’s approach to safeguarding elderly and vulnerable clients from financial abuse, cognitive decline, or diminished capacity. The position ensures that both functions operate in compliance with internal policies, regulatory requirements, and industry best practices.
Responsibilities:
Strategic Leadership
Develop and execute a comprehensive strategic roadmap for both SIU and EVCC, aligned with Corebridge’s enterprise objectives.
Establish and lead high-performing, collaborative teams focused on continuous improvement and effective service delivery.
Drive organizational excellence through improvements in structure, culture, technology adoption, and cost management.
Special Investigations Unit (SIU) Oversight
Serve as the subject matter expert on insurance-related fraud investigations across all lines of business.
Oversee the full investigation lifecycle, ensuring adherence to service level agreements (SLAs), accuracy, and confidentiality.
Maintain and enhance the fraud investigation database with relevant case outcomes and analytics.
Conduct internal reviews to ensure effective resolution through root cause identification and reporting.
Elder Vulnerable Client Care (EVCC) Leadership
Provide strategic leadership and operational oversight for EVCC, ensuring at-risk clients receive tailored protection and ethical treatment.
Drive company-wide initiatives to identify, support, and safeguard elderly clients who may be financially vulnerable.
Partner with business units and client-facing teams to ensure staff are trained to detect and respond to signs of vulnerability.
Monitor external trends and regulatory changes affecting elder client care and adapt policies and training accordingly.
Enterprise Risk & Compliance
Ensure full compliance with internal policies, regulatory standards, and external reporting requirements.
Collaborate with compliance, legal, and business leadership to implement risk mitigation actions and close any identified control gaps.
Prepare and present reports, trend analyses, and policy recommendations to leadership and governance committees.
Qualifications
15+ years of experience in fraud investigations, legal, compliance, risk management or a related field. Working at a Life Insurance or Annuity company is required.
Experience in managing complex, investigations within a regulated environment.
Understanding of investigative principles, laws, regulations, and compliance legislation.
Advanced working knowledge in investigating consumer lines of insurance a plus.
Understanding of elder financial vulnerability, fraud risk, and regulatory frameworks.
Written and Verbal Communication: Ability to communicate in a structured and crisp manner; can engage senior leadership to get the point across using deductive or top town communication approach.
Strong Analytical Thinking & Problem Solver: Ability to breakdown complex issues into smaller addressable solutions; can take a strategic point of view in formulating actions and solutions.
Project Managemen
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