Senior Relationship Architect - Retirement Plans

American General Life Insurance Company

Iowa (LA)

Hybrid

USD 110,000 - 170,000

Full time

3 days ago
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Benefits offered by this job

Health and Wellness benefits
401(k) matching
Employee Assistance Program
Paid Time Off
Volunteer Time Off

Job summary

Corebridge Financial seeks a Senior Relationship Manager to build and maintain strong relationships with plan sponsors and executives, leading annual plan reviews, and delivering pension- related guidance and strategic support across regional teams.

The role focuses on proactive client communication, data-driven analysis, and facilitating plan setup with ongoing administration while driving client satisfaction and expansion opportunities.

Qualifications

  • Minimum 10 years’ experience in benefits design, compliance, and implementation with appropriate designation (i.e. CEBS, ASPA).
  • Bachelor’s Degree in Business, Finance or related field.
  • Thorough knowledge of ERISA and related legislation governing qualified pension plans.
  • Strong customer service and retention focus.
  • Ability to manage multiple institutional client relationships independently.
  • FINRA SIE, Series 6 and 63 required.

Responsibilities

  • Develop and maintain relationships with plan sponsors' executive management and administrative personnel.
  • Lead Annual Plan Review presentations including Plan Summary, Legislative Updates, Fund and Investment overview, and Education history and opportunities.
  • Take a leading role at finalist presentations for regional clients.
  • Facilitate plan setup and ongoing administration.
  • Provide pension knowledge through correspondence, presentations, and consultations.
  • Drive client satisfaction and provide references for business development.
  • Coordinate special projects and respectful communications with clients.

Job description

Corebridge Financial seeks a Senior Relationship Manager to build and maintain strong relationships with plan sponsors and executives, leading annual plan reviews, and delivering pension- related guidance and strategic support across regional teams.

The role focuses on proactive client communication, data-driven analysis, and facilitating plan setup with ongoing administration while driving client satisfaction and expansion opportunities.

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