Retirement Plan Client Partner - Hybrid

Corebridge Financial; Houston (TX); Hybrid; USD 68,000 - 80,000; Full time

Benefits offered by this job

401(k) match up to 6%

Volunteer time off

PTO 24 days

Health benefits

Discretionary bonus

Job summary

Corebridge Financial is seeking an experienced retirement plan administrator in Houston to manage client relationships and plan operations. The role partners with internal teams to improve processes and deliver accurate plan sponsor responses.

You will analyze plan activity data, present insights, and support sales and retention through planning and client meetings. A strong background in defined contribution plans and excellent communication are required.

Qualifications

• Bachelor’s degree or equivalent relevant experience.
• 4+ years of 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.

Responsibilities

• Build and maintain strong client relationships with a passion for delivering excellent customer service.
• Manage administrative management for group client retirement plans, ensuring timely and accurate plan sponsors’ requests.
• 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.
• 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.
• Ensure compliance with regulations and industry best practices.

Skills

Analytical thinking

Problem solving

Verbal communication

Written communication

Data-driven

Excel skills

Influence

Autonomy

Entrepreneurial spirit

Education

Bachelor's degree

QKA/QKS/QKC

Tools

Excel

Job description

Corebridge Financial is seeking an experienced retirement plan administrator in Houston to manage client relationships and plan operations. The role partners with internal teams to improve processes and deliver accurate plan sponsor responses.

You will analyze plan activity data, present insights, and support sales and retention through planning and client meetings. A strong background in defined contribution plans and excellent communication are required.