Director, Plan Sponsor Retention and Engagement (Fully Remote)

Director, Plan Sponsor Retention and Engagement

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.

Get to know the business

Life and Retirement is a unique franchise that brings together a broad portfolio of life insurance, retirement and institutional products offered through an extensive, multichannel distribution network. It holds longstanding, leading market positions in many of the markets it serves in the U.S.

About the role

As Director, Plan Sponsor marketing and retention, you will be responsible for assisting in the development of new programs, strategies, and communications to retain strategic retirement plans.  This will include the definition, lead and scale of long- term retention strategies and execution of strategic touchpoints that drive overall Group Retirement growth.  This position will work closely with various areas of business development to improve the overall client experience and drive core business objectives supporting retention and growth and each stage of the client journey.  The journey begins with new plan onboarding and will travel through anniversary programs and successful growth deployment activities.  This position will work closely with Relationship Management and will develop plan sponsor “story” for ongoing relationship management like – plan review, business planning, C&E, and more.   This role will work closely with other areas of Corebridge on the development of the program and be able to quickly modify as needed for target focus sponsors.

Specific Responsibilities

• Manage strategy and execution for all existing plan sponsor communications
• Present and manage senior leader updates and strategy meetings
• Develop and manage the development executive end to end process of programs like business planning, plan review and C&E including execution with Design and onboarding of Seismic
• Focusing on Data Analytics, work closely with Consumer Insights and Impact team to create a data strategy plan that tracks critical metrics for plan health and client satisfaction
• Act as facilitator of Data Analytics findings to key stakeholders in Marketing, Relationship Management and Sales
• Manage and executive all plan transition communications – this will include large clients, large implementations, and small plan changes
• Coordinate metrics and marketing for satisfaction programs such as the Chatham Survey and PlanSponsor Magazine surveys
• Working with other areas in Marketing to manage and lead marketing for Client Forum held annually.  This will include presentation coordination, videos, Micro Site, event invites, etc.
• Manage monthly plan sponsor webinars and develop content and speakers for monthly content. Prep senior leaders and support talking points, etc
• Manage overall webinar strategy and vendor to ensure strong execution of all plan sponsor events
• Manage monthly plan sponsor newsletter that includes sourcing and writing content, creating design, and developing strategy to drive key product adoption and interest
• Lead strategy efforts to drive plan sponsor adoption and key product integration
• Support plan sponsor advisory group with sourcing content, managing webinars, and executing talking points for key senior leaders
• Reviewing all plan sponsor content that is created by other teams – i.e. product, regulatory, etc
• Completing a quarterly regulatory report working across many groups in the organization to distribute to plan sponsors

What you need to know

• BA/BS required
• 15+ years of experience in Relationship Management Strategies, Communications, Marketing and related activities
• Must be able to present to groups ranging from small to large in size of key decision makers
• Strong analytical skills
• Marketing development and operations experience
• Coordinate expense management activities
• Be able to assist in the management of outside consultants and internal marketing utility partners on deliverables
• Meet deadlines and work under tight deadlines
• Experience in the group retirement business
• Comfortable working with key senior leaders
• Strong understanding of the industry and industry trends