Remote Relationship Manager - Retirement Plans

American General Life Insurance Company

Iowa (LA)

Hybrid

USD 70,000 - 100,000

Full time

3 days ago
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Benefits offered by this job

Health and Wellness benefits
401(k) plan with employer match
Paid Time Off (PTO)
Employee Assistance Program
Matching charitable donations

Job summary

Corebridge Financial is seeking a Relationship Manager to support defined contribution plans in a remote role. You will assist with research, issue resolution, and communicating solutions to plan sponsors.

You will collaborate with consultants and internal partners to ensure compliance with ERISA, manage plan sponsor relationships, and contribute to achieving annual objectives. The position emphasizes proactive client service, strong communication, and the ability to prioritize tasks to meet

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.
  • Experience with ERISA and pension plan rules is a plus.

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 managing the project plan.
  • Work closely with internal partners in marketing, compliance, plan design, processing, and data engagement.
  • Plan quarterly meetings with the consultant or advisor to align vision with the plan sponsor.

Skills

Relationship building
Client management
Proactive communication
Problem solving
Attention to detail
Multitasking
Financial services mindset

Education

Bachelor's degree in business or related field
FINRA licenses SIE, Series 6/7, 63/66

Job description

Corebridge Financial is seeking a Relationship Manager to support defined contribution plans in a remote role. You will assist with research, issue resolution, and communicating solutions to plan sponsors.

You will collaborate with consultants and internal partners to ensure compliance with ERISA, manage plan sponsor relationships, and contribute to achieving annual objectives. The position emphasizes proactive client service, strong communication, and the ability to prioritize tasks to meet

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