Relationship Manager

Who we are

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+ years of financial services experience preferred
• FINRA licenses SIE, Series 6 or 7, 63 or 66 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

• We care about your professional development. Our career progression and tuition reimbursement program will provide you with the opportunity to develop your skills, strengthen your productivity and be eligible to progressively advance to positions with an increased responsibility and increased compensation. 
• Our “Giving Back” policy is at the core of our daily operations and guides our future progress. Don’t believe us? We put our money where our mouth is! Corebridge Financial, will give you up to 16 hours a year paid time off to volunteer in the community.
• Our people are our most important asset therefore we provide a generous benefits plan and competitive pay. Benefit package includes:

• Paid Time Off: Corebridge Financial recognizes the importance of work life balance). We offer 24 PTO days to start. YES, 24! 17 paid holidays per calendar year.
• A 401(k) Retirement Plan which will be HARD TO BEAT. Our 401K - $1 for $1 match up to 6% with immediate vesting, plus Corebridge Financial automatically contributes an additional 3% into your 401K regardless of if you enroll or not.

#LI-ST1

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, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.

To learn more please visit: www.corebridgefinancial.com

Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees with physical or mental disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to [email protected]. Reasonable accommodations will be determined on a case-by-case basis.

Functional Area:

SM - Sales & Marketing

Estimated Travel Percentage (%): Up to 25%

Relocation Provided: No

American General Life Insurance Company