Remote Retirement Plan Relationship Manager

Corebridge Financial, Inc.

West Des Moines, Northern (IA, KY)

Hybrid

USD 70,000 - 100,000

Full time

3 days ago
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Benefits offered by this job

Health benefits
401(k) plan with company match
Employee Assistance Program
Volunteer time off

Job summary

Corebridge Financial, Inc. is seeking a Relationship Manager in West Des Moines to support plan sponsors and consultants. You will help retain clients by delivering effective administrative solutions for defined contribution plans and coordinating with internal teams.

The role emphasizes proactive communication via phone, email, and web conferences, adherence to deadlines, and ERISA/pension regulations. A bachelor’s degree and 2+ years in financial services are preferred, with FINRA licensing a

Qualifications

  • Bachelor's degree or equivalent experience in business or related field.
  • 2+ years of financial services experience preferred.
  • FINRA SIE, Series 6 or 7, 63 or 66 licenses preferred.
  • Knowledge of ERISA and pension plan regulations.

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 ensure alignment before meetings with the plan sponsor.

Skills

Relationship building
Client engagement
Regulatory compliance
ERISA knowledge
Project management
Communication skills

Education

Bachelor's degree in business or related field

Job description

Corebridge Financial, Inc. is seeking a Relationship Manager in West Des Moines to support plan sponsors and consultants. You will help retain clients by delivering effective administrative solutions for defined contribution plans and coordinating with internal teams.

The role emphasizes proactive communication via phone, email, and web conferences, adherence to deadlines, and ERISA/pension regulations. A bachelor’s degree and 2+ years in financial services are preferred, with FINRA licensing a

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