Retirement Manager Consultant

About this role

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 align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: • We are stronger as one: We collaborate across the enterprise, scale what works and act    decisively 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 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.

As a Corebridge Consultant, you will serve as the contact for plan sponsors who need assistance with Retirement Manager. You will provide responsive and proactive customer service at the group level. You will be a resource for subject matter expertise on Retirement Manager and its processes. As an influencer at Corebridge Financial, people come to you as a “go-to” source for help and support because of your deep knowledge and expertise. As a more experienced team member, you can drive continual improvement and impact the way that things get done. Because of your influence, whether direct or indirect, we can deliver powerful outcomes for our clients

We want to hear from you today if you can: Process Management • Responsible for Retirement Manager underwriting process, including initial and renewal agreements, annual billing, business case reviews, and Request for Proposal bid reviews. • Manage Retirement Manager deconversion and termination while partnering with Corebridge and vendors for transition. • Manage Retirement Manager vendor mergers and acquisitions. • Manage Retirement Manager contract agreements for groups. • Work closely with Relationship Manager, ongoing Account Manager, and various internal and external business partners. • Manage incoming plan sponsor emails and phone calls as a backup. • Identify out of scope services and escalate to management as needed. • Identify training needs and escalate to management as needed.

Data Entry • Enter data timely and accurately into the on-going services database as required. • Update on-going services database to ensure reports are accurate.

Teamwork • Utilize team resources to optimize results. • Continually seek and share Subject Matter Expertise with the team to ensure cross functional processing. • The best people doing this job are high-energy, PC proficient professionals that process strong problem solving and decision-making skills and the ability to perform in a high-volume service-oriented team.

What we are looking for • Bachelor’s degree in related field; or any combination of education and experience, which would provide an equivalent background. • 5+ years of related experience is required. • Excellent communication skills, including verbal, written, interpersonal and presentation. • Proficient with computer software. • Ability to analyze data, identify root causes, and provide and/or develop an appropriate solution for resolution. • Proven experience handling multiple priorities. • Proactive problem-solving ability with solutions-oriented demeanor. • Ability to work independently within a team and make decisions while considering client requirements.

Work Location This position is based in Corebridge Financial’s Houston, TX office and is subject to our hybrid working policy, which gives colleagues the benefits of working both in an office and remotely.

#HYBRID #LI-ST1

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

Similar jobs

• Retirement Consultant — LPL Financial · Fort Mill/Charlotte
• Retirement Plan Manager (Consultant) — T. Rowe Price · Owings Mills, MD | Colorado Springs, CO
• Retirement Plan Consultant — Empower · Remote
• Retirement Plan Consultant — Ascensushr · Remote
• Retirement Income Consultant — Tiaa · TX | Charlotte Main 8500 Carnegie Blvd
• Retirement Service Consultant — Ascensushr · Remote
• Retirement Plan Advisor — Empower · Remote
• Retirement Plan Advisor — Empower · Remote