Vice President, Strategic Relationship Management

corebridgefinancial; Houston (TX); On-site; USD 150,000 - 230,000; Full time

Benefits offered by this job

Health and Wellness

Retirement Savings

Employee Assistance Program

Matching donations

Volunteer Time Off

Paid Time Off

Job summary

Corebridge Financial in Houston seeks a Vice President, Strategic Relationship Management to lead a team supporting plan sponsors and participants. You will apply strong leadership, ERISA expertise, and relationship-management skills to optimize client satisfaction and retention.

The role emphasizes cross-functional collaboration, strategic initiatives, and ensuring service and performance agreements are met within a tax-exempt plan sponsor landscape.

Qualifications

• Minimum of 10 years of experience in financial services relationship management or customer service.
• Minimum 2 years of experience leading a team.
• Maintains knowledge on current and emerging developments/trends in the retirement space.
• FINRA Series 6, 24 and 63 required.
• Bachelor’s degree in business, finance, or another related field required.
• Must demonstrate thorough knowledge of ERISA and succeeding legislation governing qualified and non-qualified pension plan types.
• Ability to handle difficult client interactions; solving issues and leading escalations appropriately.
• Excellent oral and written communications skills, including the ability to make presentations on complex information.

Responsibilities

• Provide leadership, training and development for the Relationship Management team in covered region(s) or market specialty.
• Partner with internal teams to minimize surrenders, drive positive net flows and improve plan sponsor and participant engagement in respective region(s).
• Maintain proactive awareness of changes in covered clients’ business, competition, industry, and marketplace to influence and impact satisfaction.
• Develop and maintain relationships with plan sponsors, executive management, administrative personnel, and external consultant partners.
• Lead and collaborate with internal team of service-based associates and partners across the organization to offer solutions to resolve client problems and drive operational accuracyand efficiency.
• Ensure that Corebridge delivers on our service and performance agreements.
• Work with regional leadership on inbound inquiries, plan sponsor presentations, plan design, product, technology, customer concerns, fund changes, revenue requirements, pricing negotiations, Corebridge thought leadership, and plan analytics.
• Proactively evaluate client profitability and pricing for appropriateness using all available levers.

Skills

Strategic Initiatives

Team Leadership

Financial Services

ERISA Knowledge

Relationship Mgmt

Communication Skills

FINRA Licenses

Bachelor's Degree

Client Retention

Problem Solving

Education

Bachelor's Degree in business/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.

Who You’ll Work With

For 60 years, we've helped millions of Americans turn their vision for retirement into reality. That's why so many plan sponsors and clients continue to place their trust in us year after year. We are a leading retirement plan provider for K-12 schools, healthcare, government, higher education and other not-for-profit institutions. Through our strong partnerships with plan sponsors and consultants, a dedicated financial advisor network, and innovative technology solutions and tools, we make retirement planning easy and accessible and help people turn their financial dreams into realities.

About the role

The Vice President, Strategic Relationship Management role at Corebridge Financial is responsible for leading a team of relationship managers who provide support for our plan sponsors and their participants. The ideal candidate will possess demonstrated team leadership skills, knowledge of institutional relationship management, and a record of success with process improvement. The role is a consultative role and requires a clear understanding of the business needs and relevant challenges of tax‑excempt plan sponsors.

Responsibilities

• Provide leadership, training and development for the Relationship Management team in covered region(s) or market specialty.
• Partner with internal teams to minimize surrenders, drive positive net flows and improve plan sponsor and participant engagement in respective region(s).
• Maintain proactive awareness of changes in covered clients’ business, competition, industry, and marketplace to influence and impact satisfaction.
• Develop and maintain relationships with plan sponsors, executive management, administrative personnel, and external consultant partners.
• Lead and collaborate with internal team of service‑based associates and partners across the organization to offer solutions to resolve client problems and drive operational accuracyand efficiency.
• Ensure that Corebridge delivers on our service and performance agreements.
• Work with regional leadership on inbound inquiries, plan sponsor presentations, plan design, product, technology, customer concerns, fund changes, revenue requirements, pricing negotiations, Corebridge thought leadership, and plan analytics.
• Proactively evaluate client profitability and pricing for appropriateness using all available levers.

Skills and Qualifications

• Ability to lead strategic initiatives of the firm.
• Recognized ability to mentor, develop and lead teams of relationship managers with a primary focus on delivering excellent customer service and client retention.
• Minimum of 10 years of experience in financial services relationship management or customer service.
• Minimum 2 years’ experience leading a team.
• Maintains knowledge on current and emerging developments/trends in the retirement space.
• FINRA Series 6, 24 and 63 required.
• Bachelor’s degree in business, finance, or another related field required.
• Must demonstrate thorough knowledge of ERISA and succeeding legislation governing qualified and non‑qualified pension plan types.
• Ability to handle difficult client interactions; solving issues and leading escalations appropriately.
• Excellent oral and written communications skills, including the ability to make presentations on complex information.

Work Location

• This position is currently located in our Houston, TX office.

Estimated Travel

• May include up to 25% travel.

This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay‑to‑play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay‑to‑play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial’s business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years.

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

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