Head of Institutional Sales and Consultant Relationships

Posted An Hour Ago
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Houston, TX, USA
In-Office
Senior level
Financial Services
The Role
Lead institutional sales and consultant relationships for retirement services, driving multi-year growth and retention strategies, new business acquisition, and superior client engagement. Build and lead relationship and consulting teams, manage a ~$4.4M budget, ensure cross-functional collaboration, and represent the brand externally.
Summary Generated by Built In

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.

What you need to know:

The EVP, Head of Institutional Sales and Consultant Relationships for Retirement Services will provide leadership and strategic direction for all go-to-market strategies, including plan acquisition, consultant relations and plan retention. You will have the opportunity to expand our position in the market by executing on a broad market strategy, driving balanced growth in new plan deposits and developing best-in-class relationship and consulting management teams.

  • Build and execute on a multi-year, growth and retention strategy that improves the company’s market share in our select markets and advances goals including but not limited to profitability, increased new flows and decreased net losses
  • Drive new business acquisition, including opportunity selection, proposal development, bid strategy, pricing considerations, operational capabilities, contract negotiation and onboarding
  • Evaluate new business opportunities, develop effective plans that meet company objectives and support client expectations
  • Establish durable, positive relationships with retirement plan consultants and key plan sponsors
  • Oversee the implementation and the execution of the comprehensive relationship management team’s strategy, focusing on superior client engagement and providing excellent service to our plan sponsors
  • Ensure that the voice of the customer is understood and embedded in our strategies and initiatives
  • Maintain current understanding of market dynamics, competitor positioning and emerging threats
  • Build external brand through participation in key events and thought leadership
  • Develop and recruit strong, effective talent, leading in a way that fosters employee engagement, succession planning and diversity.
  • Optimize spend of departmental budget of ~$4.4M budget
  • Collaborate effectively with the sales organization and the centralized Business Unit partners, including marketing, operations, legal/compliance and IT to drive retention and plan health goals

What we’re looking for:

  • Proven success leading all aspects of institutional plan management with experience in the defined contribution and employee benefits marketplace
  • 5+ years in senior leadership positions with ability to effectively communicate, influence and collaborate with all levels of the organization
  • Series 7, 66 and 24 licenses
  • A leader with a track record to optimize talent, empower others, and support growth within their team
  • Critical thinking and problem-solving skills with excellent judgment and business acuity
  • Ability to lead multiple tasks and assignments in a changing environment with competing priorities
  • Results-oriented, able to convey importance in bringing issues to closure despite obstacles; willing to challenge the status quo and strive for continual improvement;
  • Navigate internal and external challenges and remove roadblocks to high performance.
  • Ability to travel nationally (50%+)

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 [email protected].  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

Functional Area:

SM - Sales & Marketing

Estimated Travel Percentage (%): More than 50%

Relocation Provided: No

American General Life Insurance Company

Skills Required

  • Experience in defined contribution and employee benefits marketplace
  • 5+ years in senior leadership positions
  • Series 7, 66 and 24 licenses
  • Ability to travel nationally 50%+
  • Proven success leading institutional plan management, consultant relations, plan acquisition and retention
  • Experience with proposal development, pricing, contract negotiation and onboarding
  • Experience managing departmental budget (~$4.4M)
  • Track record of talent development, succession planning, and fostering diversity
  • Ability to collaborate with marketing, operations, legal/compliance and IT
  • Compliance with SEC Rule 206(4)-5 pay-to-play rules and disclosure of political contributions
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The Company
HQ: Houston, TX
2,198 Employees

What We Do

At Corebridge Financial, we believe action is everything. That’s why every day we proudly partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. Because action is the bridge from planning to outcomes.​ Corebridge Financial is a new company, but not a new business. Formerly AIG Life & Retirement, we are one of the largest and most established providers of retirement solutions and insurance products in the United States.​ We deliver industry-leading products, platforms and services that move people toward a more secure tomorrow. Our balanced portfolio across the Corebridge enterprise—Individual Retirement, Retirement Services, Life Insurance and Institutional Markets—enables us to manage risk, maximize growth opportunities, and drive positive outcomes for those we serve. ​ We believe no one achieves a financially secure future by accident—great things happen when people take action.​ Products and services offered through wholly owned affiliates of Corebridge Financial.

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