Strategic Retirement Plan Account Manager

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

Benefits offered by this job

401(k) Plan with match

Health, dental, and vision insurance

Paid time off (PTO)

Volunteer Time Off

Job summary

Corebridge Financial is seeking a results-oriented professional to manage administrative duties for group retirement plans and support client relationships in a hybrid Houston-based role. The candidate will coordinate plan changes, deliver plan activity insights, and collaborate with relationship managers to drive sales and retention.

The role requires a Bachelor’s degree, 4+ years of retirement plan administration experience, and strong Excel/data analytics skills.

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; can take a strategic point of view in formulating actions and solutions.
• Excellent verbal and written communication skills: clearly articulate client facing executive plans and responses; strong presentation skills.

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.
• Regularly monitor strategic group activity such as transaction volumes, call volumes, NPS, service level guarantees, and timely fee administration, sharing insights with plan sponsors.
• 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.

Skills

Analytical thinking

Communication skills

Data-driven

Excel

Relationship building

Education

Bachelor’s degree or equivalent relevant experience

Job description

Corebridge Financial is seeking a results-oriented professional to manage administrative duties for group retirement plans and support client relationships in a hybrid Houston-based role. The candidate will coordinate plan changes, deliver plan activity insights, and collaborate with relationship managers to drive sales and retention.

The role requires a Bachelor’s degree, 4+ years of retirement plan administration experience, and strong Excel/data analytics skills.