Account Manager, Retirement Services

Who we are

Corebridge Financial makes a tremendous difference in people’s lives. We help people make some of the most important decisions they’re ever going to make. We help them respond to some of life’s most difficult moments through the solutions and services we provide, and we help them plan and take action to protect the future they envision. Corebridge Financial brings together a broad portfolio of retirement, life and institutional products offered through an extensive, multichannel distribution network. With our customer-focused service, breadth of product expertise, deep distribution relationships – and world-class team of talented employees who are passionate about what they do.

The purpose of this position is to be the operational owner and primary liaison for Corebridge Financial Retirement Services’ largest retirement plan clients. This position is responsible for administrative management, sales and retention support, and client level monitoring and reporting for assigned plans.

We want to hear from you today if you can:

• Have a passion for customer service and possess strong skills in building client relationships
• Have a ‘can do’ and an entrepreneurial spirit to solve problems and ‘get things done’ navigating through complex organizations.
• Own administrative management for group client retirement plans to ensure that plan sponsors’ requests are completed timely and accurately
• Perform research and provide group clients with pertinent plan- related information regarding plan activity and operations for their assigned plans
• Maintain an average case load of groups of various size; complexities may include controlled groups and individually-designed plan documents and groups with special exceptions and provisions
• Coordinate client requests, drive problem resolution, execute retirement plan changes, and communicate resolutions in a timely manner
• Regularly monitor strategic group activity including transaction volumes, call volumes, NPS, service level guarantees, timely fee administration, and communicate trends and data insight to the plan sponsor.
• Partner with relationship managers to provide sales and retention support through business planning, quarterly and annual plan reviews, RFPs/finalist presentations, regular cadence client meetings, and ad hoc client meetings.
• Establish working relationships with operations teams in order to achieve common objectives

What we are looking for

• Bachelor’s degree (Four years’ relevant work experience may be substituted for degree requirement)
• 4+ years of retirement plan administration experience with knowledge of pension plan types and defined contribution plans
• QKA, QKS, or QKC preferred
• Strong problem solving and ability to creatively solution to drive resolution
• Strong communication skills, both verbal and written – Ability to communicate clearly, concisely and proactively. Ability to create client facing/executive plans and responses.
• Strong ability to lead execution and delivery through adjacent teams.
• Customer centric mindset – ability to understand client needs and success drivers and advocate for the client to deliver
• Data-driven – Ability to review data dashboards and reports, identify trends and translate it to meaningful client insights. Excel expertise and ability to present data in a client-facing manner.
• Ability to build relationships with confidence, creating dependability and trust. Exude confidence and executive presence in client meetings.
• Ability to independently prioritize multiple deliverables in a fast-paced, dynamic environment
• Ability to analyze data, determine root cause and provide/develop an appropriate solution for resolution

What our employees like most about working for Corebridge Financial

• 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.
• 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.

For positions based in Woodland Hills, CA and Jersey City, NJ the base salary range is $71,300-$74,600.00 and the position is eligible for a bonus in accordance with the terms of the applicable incentive plan. In addition, we’re proud to offer a range of competitive benefits, a summary of which can be viewed here: Benefits Overview.

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 TalentandInclusion@corebridgefinancial.com. Reasonable accommodations will be determined on a case-by-case basis.

We consider qualified applicants with criminal histories, consistent with applicable law.

Functional Area:

OP – Operations

Estimated Travel Percentage (%): Up to 25%

Relocation Provided: No

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