Retirement Plan Relationship Manager

Corebridge Financial; Jacksonville (FL); Hybrid; USD 68,000 - 80,000; Full time

Job summary

Corebridge Financial is seeking an experienced retirement plans administrator for Jacksonville, FL. The role covers administrative management, sales and retention support, and client-level monitoring for assigned plans.

You will partner with clients and internal teams to drive efficient plan operations, identify improvements, and ensure regulatory compliance while delivering exceptional service and insights to plan sponsors.

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 solving: breakdown complex issues into solutions.
• Excellent verbal and written communication; presenting to clients.
• Data-driven: review dashboards, identify trends, present insights.

Responsibilities

• Build and maintain strong client relationships with a passion for delivering excellent customer service.
• Have a ‘can do’ and 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 sponsor 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 with exceptions and provisions.
• Coordinate client requests, oversee problem resolution, implement retirement plan changes, and communicate updates.
• Monitor transaction volumes, call volumes, NPS, service levels, and fee administration; share insights with plan sponsors.
• Collaborate with relationship managers to support sales and retention through planning, reviews, RFPs, meetings.
• Foster partnerships with operations teams to align efforts and achieve objectives.
• Conduct operational reviews with clients focusing on performance and improvements.
• Ensure compliance with regulations and industry best practices.

Skills

Strong analytical thinking

Excellent verbal and written comms

Data-driven

Influence

Autonomy

Education

Bachelor’s degree or equivalent relevant experience

QKA, QKS, or QKC preferred

Tools

Excel

Job description

Corebridge Financial is seeking an experienced retirement plans administrator for Jacksonville, FL. The role covers administrative management, sales and retention support, and client-level monitoring for assigned plans.

You will partner with clients and internal teams to drive efficient plan operations, identify improvements, and ensure regulatory compliance while delivering exceptional service and insights to plan sponsors.