Retirement Plan Account Lead

Corebridge Financial; Jersey City (NJ); Hybrid; USD 68,000 - 80,000; Full time

Benefits offered by this job

401(k) plan with match

Hybrid work policy

Paid time off

Job summary

Corebridge Financial seeks an experienced administrator to manage group retirement plans, support sales and retention, and monitor client activities. You will partner closely with clients and internal teams to drive efficient plan operations and implement improvements.

Responsibilities include maintaining strong client relationships, handling complex plan documents, and delivering data-driven insights from dashboards.

Qualifications

• Bachelor's degree or equivalent relevant experience.
• 4+ years retirement plan administration experience with understanding defined contribution plans and pension plan types.
• QKA, QKS, or QKC preferred.
• Strong analytical thinking & problem solver: ability to breakdown complex issues into smaller addressable solutions; can take a strategic point of view in formulating actions and solutions.
• Excellent verbal and written communication skills: clearly articulate client facing executive plans and responses. Strong presentation skills.
• Data-driven - ability to review data dashboards and reports, identify trends and translate it to meaningful client insights. Excel expertise and ability to present data in a client-facing manner.
• Influence: ability to build relationships with confidence, creating dependability and trust. Exude confidence and executive presence in client meetings.
• Autonomy: Ability to independently prioritize multiple deliverables in a fast-paced, dynamic environment.

Responsibilities

• Build and maintain strong client relationships with a passion for delivering excellent customer service.
• Have a 'can do' and an entrepreneurial spirit to solve problems and 'get things done' navigating through complex organizations.
• Manage administrative management for group client retirement plans, ensuring timely and accurate plan sponsors' requests.
• Research and deliver plan-related insights and updates to group clients regarding plan activity and operations.
• Handle a diverse portfolio of retirement plans, including complex cases such as controlled group and customized plan documents with special exceptions and provisions.
• Coordinate client requests, oversee problem resolution, implement retirement plan changes, and communicate updates effectively.
• Regularly monitor strategic group activity such as transaction volumes, call volumes, NPS, service level guarantees, and timely fee administration, sharing insights with plan sponsors.
• Collaborate with relationship managers to support sales and retention efforts through business planning, quarterly and annual plan reviews, RFPs/finalist presentations, regular cadence client meetings, and ad hoc client meetings.
• Foster partnerships with operations teams to align efforts and achieve common objectives.
• Conduct operational reviews with clients with a focus on performance, identifying areas for improvement, and service enhancements.
• Ensure compliance with regulations and industry best practices.

Skills

retirement plan administration

Analytical thinking

Communication

Data dashboards & Excel

Client relationships

Autonomy

Problem solving

Education

Bachelor's degree or equivalent

Job description

Corebridge Financial seeks an experienced administrator to manage group retirement plans, support sales and retention, and monitor client activities. You will partner closely with clients and internal teams to drive efficient plan operations and implement improvements.

Responsibilities include maintaining strong client relationships, handling complex plan documents, and delivering data-driven insights from dashboards.