Senior Relationship Manager

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 actdecisively 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.

About the Role

Corebridge Financial Senior Relationship Managers (SRM) play a significant role in client retention by developing and maintaining close, positive client relationships through proactive communication, situational analysis, alternative generation, and information sharing with our most strategically important plans. This position will also work closely with their respective regional leadership team to maximize client satisfaction and net flow results in the region.

What You Will Be Doing

Develop and maintain relationship with plan sponsors' executive management and administrative personnel

Play lead role during Annual Plan Review, typically presenting the following the Plan Summary, Legislative Updates, Fund and Investment overview, Communication and Education history and opportunity

Take a leading role at finalist presentations for clients in your region

Facilitate the plan setup process and ongoing administration of the plan

Provide advice and serve as a professional resource to internal and external clients by communicating pension related technical knowledge efficiently and effectively through correspondence, presentations, and/or consultation with clients.

Partner with Marketing Communications to coordinate and customize participant communication to drive desired participant outcomes

Apply modeling and statistics to identify unique solutions to drive positive client outcomes

Maintains knowledge on current and emerging developments/trends in the retirement space

Drive client satisfaction and provide client references to leverage for business development

Anticipate external customer needs and potential problems and fulfill client needs where possible

Ensures that Corebridge delivers on our service and performance agreements

Provide thought leadership to clients and the firm

Actively represents the department with all projects and strategic initiatives throughout the organization; Coordinates the planning, implementation, and monitoring of special projects.

Qualifications Summary

Minimum 10 years’ experience is preferred in areas of benefits design, compliance, and Implementation with appropriate designation (i.e. CEBS, ASPA, etc.)

Pension experience preferred

Bachelor's Degree in Business, Finance or other related field

Must demonstrate a thorough knowledge of ERISA and succeeding legislation governing qualified pension plan types

Recognized ability to deliver excellent customer service and customer retention

Demonstrated ability to continually meet and exceed Plan Sponsor and Participant goals

Ability to manage multiple institutional client relationships independently

Develops institutional client case studies and client references each year

Demonstrate effectiveness in dealing with client organizations, especially top management

Must have excellent oral and written communications skills including the ability to make presentations on complex information

FINRA SIE, Series 6 and 63 required.

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 Company contributions vest immediately.

Employee Assistance Program

Confidential counseling services and resources are available to all employees.

Matching charitable donations

Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.

Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.

Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.

Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy.

We are an Equal Opportunity Employer

Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with a