[Hiring] Relationship Manager @Corebridge Financial

Role Description

The Relationship Manager role plays a key role in client retention efforts, providing assistance for strategic administration of defined contribution plans. Performs research, resolves issues, and communicates solutions/alternatives that best serve the plan sponsor.

• Collaborate with consultants, advisors, and internal partners to create solutions that simplify administration and streamline day-to-day operations.
• Help plan sponsors meet and comply with regulatory deadlines.
• Develop strategies to meet plan sponsor goals for the year, while creating and managing the project plan to achieve these goals.
• Work closely with internal partners in marketing, compliance, plan design, processing, and data engagement.
• Plan and prepare for quarterly meetings with the consultant or advisor to ensure alignment before meeting with the plan sponsor.

Qualifications

• Ability to handle client interactions and solve client challenges as they arise.
• Ability to multi-task, solve issues and escalate appropriately.
• Ability to learn and understand ERISA and succeeding legislation governing qualified pension plan types.
• Bachelor's degree in a business-related field or equivalent education/experience.
• 2+ years of financial services experience preferred.
• FINRA licenses SIE, Series 6 or 7, 63 or 66 preferred.
• Ability to manage multiple institutional client relationships independently.
• Must pay attention to details and maintain an organized workflow.
• Must be able to manage tasks and priorities to meet strict deadlines.
• Must have strong problem-solving skills to identify root causes and implement problem solutions.
• Demonstrated ability to continually meet and exceed client expectations and goals.
• Candidate must be comfortable with outbound proactive client communication via phone calls, email, and web conference.
• Pension experience in the areas of benefits design, compliance and implementation are a plus.

Requirements

• This position is currently designated as remote.
• 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 would disqualify the candidate or Corebridge Financial from conducting business.

Benefits

• Health and Wellness: A range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives.
• Retirement Savings: Competitive 401(k) Plan with a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay.
• Employee Assistance Program: Confidential counseling services and resources 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.
• Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days.