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Adjustment Team Lead

Corebridge Financial
United Statesfull_timeVerifiedPosted 5 Sept 2025

About 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 You’ll Work With

For nearly 60 years, we’ve helped millions of Americans turn their vision for retirement into reality. That’s why so many plan sponsors and plan participants continue to place their trust in us year after year. The average length of our relationships with plan sponsors is approximately 28 years, and roughly three in ten in-plan individual clients have been with us for more than 20 years. We are a leading retirement plan provider for K-12 schools, healthcare, government, higher education and other not-for-profit institutions. Through our strong partnerships with plan sponsors and consultants, a dedicated financial advisor network, and innovative technology solutions and tools, we make retirement planning easy and accessible and help people turn their financial dreams into realities.

About The Role

The Adjustment Team Lead is responsible for making sure the Adjustment Team completes all tasks accurately and timely. The Adjustment Team  is  designed to help Corebridge Individual Retirement Operations Teams with transactional corrections and report creations.  The role also has additional responsibilities for reviewing and completing escalated issues and maintaining strong relationships (business units, intercompany service departments, Internal/External Wholesalers and Financial Advisors).

Responsibilities

  • Facilitate the review and completion of Adjustment Team tasks.
  • Timely handling of complex and escalated service-related transactional corrections
  • Set reasonable expectations with internal customers and communicate updates
  • Set practical guidelines and expectations
  • Relationship building with business units and intercompany service departments
  • Develop resolution recommendations
  • Ability to think outside the box
  • Partner with business units for service improvements
  • Complete proper reporting of work completed and other reporting needs on time

Please note this is not an exhaustive list of all responsibilities of the position, and the requirements of the job may change in line with business needs.

Skills and Qualifications

  • 5 plus years combined experience in Operations with Corebridge
  • Proficient in Oasys, NoteSource, AWD, and Navisys and SunView
  • Vantage knowledge preferred
  • Knowledge of fixed, index, RILA, and variable products and processes
  • Strong written and verbal communication
  • Strong interpersonal skills with high energy level
  • Proven track record of problem-solving skills
  • Passionate about customer service
  • Attention to detail, accuracy, and quality
  • Ability to work with Senior Management across business lines without supervision
  • Strong team player
  • Enjoys fast paced environment
  • Attendance and performance must be in good standing

Work Location

This position is based in Corebridge Financial Houston, TX office.

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 Co

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Company

Corebridge Financial

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