Remote Relationship Manager – Retirement Plan Solutions

corebridgefinancial; West Des Moines (IA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health benefits

401(k) plan with company match

Wellbeing program

Job summary

Corebridge Financial is seeking a Relationship Manager to support defined contribution plan administration and client retention. You will research issues, present solutions, and coordinate with consultants, advisors, and internal teams to simplify operations and meet sponsor goals.

The role emphasizes proactive client engagement, adherence to ERISA-related guidance, and the ability to manage multiple institutional relationships with precision and urgency in a remote work setting.

Qualifications

• 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 solutions

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
• Plan and prepare for quarterly meetings with the consultant or advisor to align vision with plan sponsor

Skills

Relationship building

Client communication

Multi-tasking

Problem solving

Attention to detail

Organized workflow

Education

Bachelor's degree in business-related field

Equivalent education/experience

Tools

SIE License

Series 6/7

Series 63/66

Job description

Corebridge Financial is seeking a Relationship Manager to support defined contribution plan administration and client retention. You will research issues, present solutions, and coordinate with consultants, advisors, and internal teams to simplify operations and meet sponsor goals.

The role emphasizes proactive client engagement, adherence to ERISA-related guidance, and the ability to manage multiple institutional relationships with precision and urgency in a remote work setting.