Relationship Manager

Corebridge Financial; Houston (TX); Remote; USD 62,000 - 85,000; Full time

Job summary

A forward-thinking company is seeking a Relationship Manager to enhance client retention through strategic administration of defined contribution plans. This role involves collaborating with various internal teams to simplify operations and ensure compliance with regulations. Ideal candidates will possess strong problem-solving skills and the ability to manage multiple client relationships effectively. Join a dynamic team that values innovation and inclusivity, and contribute to meaningful client outcomes in the financial services sector.

Benefits

Health and Wellness Insurance

401(k) Plan with Matching Contributions

Employee Assistance Program

Matching Charitable Donations

Volunteer Time Off

Paid Time Off

Qualifications

• Proactive and creative engagement with plan sponsors.
• Ability to manage multiple client relationships independently.

Responsibilities

• Collaborate with internal partners to streamline operations.
• Help plan sponsors comply with regulatory deadlines.
• Prepare for quarterly meetings with consultants.

Skills

Client Relationship Management

Problem Solving

Multi-tasking

Understanding of ERISA

Communication Skills

Education

Bachelor's degree in a business-related field

Financial Services Experience

Job description

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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

Collaborate with consultants, advisors, and internal partners to create solutions that simplify administration and streamline day-to-day operations.

About The Role

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.

Responsibilities

• 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.
  
  

Skills And Qualifications

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
• 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
  
  

Work Location

This position is currently designated as remote.

#REMOTE

This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR

• 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR
• 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial’s business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years.
  
  

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 all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building 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 colleagues are respected as individuals and valued for their unique perspectives.

Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. 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 [e-mail]. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law.

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

To learn more please visit: www.corebridgefinancial.com

Functional Area

SM - Sales & Marketing

Estimated Travel Percentage (%): Up to 25%

Relocation Provided: No

American General Life Insurance Company

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

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