Senior Relationship Manager

corebridgefinancial; Iowa (LA); On-site; USD 140,000 - 210,000; Full time

Benefits offered by this job

Health and wellness

401(k) plan

Employee assistance program

Charitable matching

Volunteer time off

Paid time off

Job summary

Corebridge Financial seeks a Senior Relationship Manager to develop and maintain strong client relationships with plan sponsors and executive leadership. You will lead annual plan reviews, present plan summaries, and collaborate with internal teams to optimize client outcomes and net flow.

You will apply pension industry knowledge, ERISA expertise, and strong communication to educate clients, deliver exceptional service, and support strategic initiatives. Travel up to 25% required.

Qualifications

• Minimum 10 years’ experience in benefits design, compliance, and implementation.
• Pension experience preferred.
• Thorough knowledge of ERISA and related legislation.
• Excellent customer service and customer retention skills.
• Ability to manage multiple institutional client relationships independently.
• Strong oral and written communications with presentations on complex information.
• FINRA SIE, Series 6 and 63 required.

Responsibilities

• Develop and maintain relationships with plan sponsors' executive management.
• Lead Annual Plan Review and present Plan Summary, updates, and education history.
• Take a leading role at finalist presentations for clients in region.
• Facilitate plan setup and ongoing administration.
• Provide pension knowledge via correspondence, presentations, and consultations.
• Coordinate participant communications with Marketing to drive outcomes.
• Apply modeling and statistics to identify solutions for client outcomes.
• Maintain knowledge of retirement space developments and trends.
• Drive client satisfaction and provide references for business development.
• Anticipate client needs and fulfill them where possible.

Skills

Relationship management

Customer service

Communication skills

Presentation skills

Financial services knowledge

Analytical thinking

Project management

Team collaboration

Education

Bachelor's degree in Business or Finance

Job description

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 are stronger as one: We collaborate across the enterprise, scale what works and actdecisively 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.

About the Role

Corebridge Financial Senior Relationship Managers (SRM) play a significant role in client retention by developing and maintaining close, positive client relationships through proactive communication, situational analysis, alternative generation, and information sharing with our most strategically important plans. This position will also work closely with their respective regional leadership team to maximize client satisfaction and net flow results in the region.

What You Will Be Doing:

• Develop and maintain relationship with plan sponsors' executive management and administrative personnel
• Play lead role during Annual Plan Review, typically presenting the following the Plan Summary, Legislative Updates, Fund and Investment overview, Communication and Education history and opportunity
• Take a leading role at finalist presentations for clients in your region
• Facilitate the plan setup process and ongoing administration of the plan
• Provide advice and serve as a professional resource to internal and external clients by communicating pension related technical knowledge efficiently and effectively through correspondence, presentations, and/or consultation with clients.
• Partner with Marketing Communications to coordinate and customize participant communication to drive desired participant outcomes
• Apply modeling and statistics to identify unique solutions to drive positive client outcomes
• Maintains knowledge on current and emerging developments/trends in the retirement space
• Drive client satisfaction and provide client references to leverage for business development
• Anticipate external customer needs and potential problems and fulfill client needs where possible
• Ensures that Corebridge delivers on our service and performance agreements
• Provide thought leadership to clients and the firm
• Actively represents the department with all projects and strategic initiatives throughout the organization; Coordinates the planning, implementation, and monitoring of special projects.

Qualifications Summary

• Minimum 10 years’ experience is preferred in areas of benefits design, compliance, and Implementation with appropriate designation (i.e. CEBS, ASPA, etc.)
• Pension experience preferred
• Bachelor's Degree in Business, Finance or other related field
• Must demonstrate a thorough knowledge of ERISA and succeeding legislation governing qualified pension plan types
• Recognized ability to deliver excellent customer service and customer retention
• Demonstrated ability to continually meet and exceed Plan Sponsor and Participant goals
• Ability to manage multiple institutional client relationships independently
• Develops institutional client case studies and client references each year
• Demonstrate effectiveness in dealing with client organizations, especially top management
• Must have excellent oral and written communications skills including the ability to make presentations on complex information
• FINRA SIE, Series 6 and 63 required.

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:

SM - Sales & MarketingEstimated Travel Percentage (%): Up to 25%Relocation Provided: NoAmerican General Life Insurance Company