Systems Team Lead Analyst
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.
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 portfolio of life insurance, 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 team of hardworking and passionate employees.
About The Role
The Implementation Services Department of VALIC is a fast paced, dynamic team responsible for developing and executing detailed project plans for the creation of new employer plans. The successful implementation of the plan directly influences the client's overall first impression of VALIC and our services.
Responsibilities
CONSULTING
- Partners and development relationships with all internal and external customers to ensure needs are met based on segment model
PROCESS MANAGEMENT
- Executes employer-directed/ plan level financial transactions (examples may include fund exchanges and de-conversions)
- Responds accurately to assigned research requests via email tracking system within established timeframes
- Proactively escalates and creates options for group issues on files, setup and processing phases
- Maintains group data for assignments accurately and timely in the associated reporting system
SYSTEMS
- Analyzes paperwork and sets up defined contribution plans based on system requirements
- Loads files and data into applicable systems
- Performs maintenance on group plans in the recordkeeping system
- Audits participant records for accuracy of data load
- Tests systems to ensure plan/participant level operations meet Group requirements
DATA ENTRY
- Enters data timely and accurately in various processing/informational systems as required to complete plan maintenance
- Coordinates with fund and/or third-party financial services companies for set up of accounts
- Maintains and distributes fund updates and/or matrices to internal business partners
- Processes plan maintenance on various data processing/informational systems
- Interacts with fund company service contacts to resolve trading discrepancies and/or rejects as needed
TEAMWORK
- Utilizes team resources to optimize results
- Continually seeks and shares Subject Matter Expertise with team to ensure cross-functional processing
Skills and Qualification
- Bachelor’s degree or 4+ years of directly related work experience
- Proficient in MS Office Suite
- Strong research and analytical skills
- Excellent communication skills – written, verbal and interpersonal
- Ability to manage multiple projects as assigned
- Knowledge of retirement or pension plans is preferred
Work Location
This position is based in Corebridge Financial’s Houston, TX office and is subject to our hybrid working policy, which gives colleagues the benefits of working both in an office and remotely.
#LI-ST1 #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
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