Senior Account Manager, Retirement Services

Corebridge Financial; Houston (TX); Remote; USD 71,000 - 75,000; Full time

Job summary

An established industry player is seeking a Senior Account Manager for Retirement Services to be the primary liaison for major clients. This role involves managing client relationships, ensuring timely administrative support, and monitoring retirement plans. The ideal candidate will have a passion for customer service, strong problem-solving skills, and the ability to analyze data. With a focus on collaboration and innovation, this position offers the chance to make a significant impact in the financial services sector. Join a company that values diversity and inclusion, and offers a comprehensive benefits package to support your well-being.

Benefits

Health and Wellness Insurance

401(k) Plan with Company Match

Employee Assistance Program

Volunteer Time Off

Paid Time Off

Qualifications

• 4+ years of retirement plan administration experience required.
• Strong communication skills, both verbal and written.
• Ability to analyze data and provide solutions.

Responsibilities

• Manage client relationships and ensure timely completion of requests.
• Monitor strategic group activity and communicate insights.
• Partner with relationship managers for sales and retention support.

Skills

Retirement Plan Administration

Customer Service

Problem Solving

Communication Skills

Data Analysis

Education

Bachelor’s Degree

Tools

Excel

Job description

Senior Account Manager, Retirement Services

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Senior Account Manager, Retirement Services

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Who We Are

At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow.

We Align To a Set Of Values That Are The Core Pillars That Define Our Culture And Help Bring Our Brand Purpose To Life

• We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners
• We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders
• We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future
• We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work
  
  

Who You’ll Work With

The Senior Account Manager, Retirement Services is the operational owner and primary liaison for Corebridge Financial Retirement Services' largest retirement plan clients.

About The Role

The purpose of this position is to be the operational owner and primary liaison for Corebridge Financial Retirement Services' largest retirement plan clients. This position is responsible for administrative management, sales and retention support, and client level monitoring and reporting or assigned plans.

Responsibilities

• Have a passion for customer service and possess strong skills in building client relationships
• Have a ‘can do’ and an entrepreneurial spirit to solve problems and ‘get things done’ navigating through complex organizations.
• Own administrative management for group client retirement plans to ensure that plan sponsors’ requests are completed timely and accurately
• Perform research and provide group clients with pertinent plan- related information regarding plan activity and operations for their assigned plans
• Maintain an average case load of groups of various size; complexities may include controlled groups and individually-designed plan documents and groups with special exceptions and provisions
• Coordinate client requests, drive problem resolution, execute retirement plan changes, and communicate resolutions in a timely manner
• Regularly monitor strategic group activity including transaction volumes, call volumes, NPS, service level guarantees, timely fee administration, and communicate trends and data insight to the plan sponsor.
• Partner with relationship managers to provide sales and retention support through business planning, quarterly and annual plan reviews, RFPs/finalist presentations, regular cadence client meetings, and ad hoc client meetings.
• Establish working relationships with operations teams in order to achieve common objectives
  
  

Please note this is not an exhaustive list of all responsibilities of the position, and the requirements of the job may change in line with business needs.

Skills And Qualifications

• Bachelor’s degree (Four years’ relevant work experience may be substituted for degree requirement)
• 4+ years of retirement plan administration experience with knowledge of pension plan types and defined contribution plans
• QKA, QKS, or QKC preferred
• Strong problem solving and ability to creatively solution to drive resolution
• Strong communication skills, both verbal and written – Ability to communicate clearly, concisely and proactively. Ability to create client facing/executive plans and responses.
• Strong ability to lead execution and delivery through adjacent teams.
• Customer centric mindset – ability to understand client needs and success drivers and advocate for the client to deliver
• 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.
• Ability to build relationships with confidence, creating dependability and trust. Exude confidence and executive presence in client meetings.
• Ability to independently prioritize multiple deliverables in a fast-paced, dynamic environment
• Ability to analyze data, determine root cause and provide/develop an appropriate solution for resolution
  
  

Compensation

The anticipated salary range for this position is $71,300 to $74,600 at the commencement of employment. Not all candidates will be eligible for the upper end of the salary range. The actual compensation offered will ultimately be dependent on multiple factors, which may include the candidate’s geographic location, skills, experience and other qualifications.

In addition, the position is eligible for a discretionary bonus in accordance with the terms of the applicable incentive plan.

Corebridge also offers a range of competitive benefits as part of the total compensation package, as detailed below.

Work Location

This position is currently designated as remote.

Estimated Travel

Minimal travel.

Why Corebridge?

At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive.

Benefit Offerings Include

• Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
• Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
• Employee Assistance Program: Confidential counseling services and resources are available to all employees.
• Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
• Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
• Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.
  
  

Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy.

We are an Equal Opportunity Employer

Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives.

Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to [e-mail]. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law.

We will consider for employment qualified applicants with criminal histories, consistent with applicable law.

To learn more please visit: www.corebridgefinancial.com

Functional Area

OP - Operations

Estimated Travel Percentage (%): Up to 25%

Relocation Provided: No

American General Life Insurance Company

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

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