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Retirement Account Manager

Corebridge Financial

(Remote / CA / NJ / TX / Hybrid)

Who we are

Corebridge Financial helps people make some of the most meaningful decisions they’re ever going to make. We help them plan and take action to protect the future they envision and respond to some of life’s most difficult moments through the solutions and services we provide. We do this through our broad portfolio of life insurance, retirement, and institutional products, offered through an extensive, multichannel distribution network. We provide solutions for a brighter future through our client centered service, breadth of product expertise, deep distribution relationships, and outstanding team of hardworking and passionate employees.

The Retirement Account Manager is the operational owner and primary liaison for Corebridge Financial Retirement Services' largest retirement plan clients. The role is responsible for administrative management, sales and retention support, and client level monitoring and reporting for assigned plans. Additionally, the role will partner closely with clients and internal teams to drive efficient plan operations, identify, and implement process improvements, and drive operational excellence in accordance with our strategic objectives.

We want to hear from you today if you can:

• Build and maintain strong client relationships with a passion for delivering excellent customer service.
• Have a ‘can do’ and an entrepreneurial spirit to solve problems and ‘get things done’ navigating through complex organizations.
• Manage administrative management for group client retirement plans, ensuring timely and accurate plan sponsors’ requests.
• Research and deliver plan- related insights and updates to group clients regarding plan activity and operations.
• Handle a diverse portfolio of retirement plans, including complex cases such as controlled group and customized plan documents with special exceptions and provisions.
• Coordinate client requests, oversee problem resolution, implement retirement plan changes, and communicate updates effectively.
• 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.
• Foster partnerships with operations teams to align efforts and achieve common objectives.
• Conduct operational reviews with clients with a focus on performance, identifying areas for improvement, and service enhancements.
• Ensure compliance with regulations and industry best practices.

What we’re looking for:

• 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.
• Data-driven - ability to review data dashboards and reports, identify trends and translate it to meaningful client insights. Excel expertise and ability to present data in a client-facing manner.
• Influence: ability to build relationships with confidence, creating dependability and trust. Exude confidence and executive presence in client meetings.
• Autonomy: Ability to independently prioritize multiple deliverables in a fast-paced, dynamic environment.

What our employees like most about working for Corebridge Financial

• Our “Giving Back” policy is at the core of our daily operations and guides our future progress. Don’t believe us?  We put our money where our mouth is! Corebridge Financial, will give you up to 16 hours a year paid time off to volunteer in the community.
• Our people are our most important asset therefore we provide a generous benefits plan and competitive pay. Benefit package includes:
• Paid Time Off (Corebridge Financial recognizes the importance of work life balance). We offer 24 PTO days to start. YES, 24! 18 paid holidays. 
• A 401(k) Retirement Plan which will be HARD TO BEAT. Our 401K - $1 for $1 match up to 6% with immediate vesting, plus Corebridge Financial automatically contributes an additional 3% into your 401K regardless of if you enroll or not.

For positions based in Woodland Hills, CA and Jersey City, NJ the base salary range is $68,000.00-90,000.00 and the position is eligible for a bonus in accordance with the terms of the applicable incentive plan. In addition, we're proud to offer a range of competitive benefits, a summary of which can be viewed here: Benefits Overview.

How to Apply

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