Manager, Institutional Services

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 You’ll Work With

For nearly 60 years, we’ve helped millions of Americans turn their vision for retirement into reality. That’s why so many plan sponsors and plan participants continue to place their trust in us year after year. The average length of our relationships with plan sponsors is approximately 28 years, and roughly three in ten in-plan individual clients have been with us for more than 20 years. 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

As a Manager in Institutional Services, you will provide leadership, direction and support regarding exception cases, escalations, best practices, and legal/regulatory guidelines/changes for our organization’s Consulting Services, Plan Terminations, and Deferred Compensation teams, as well as assist with high touch, high profile clients. You will be a subject matter expert on regulations, corrections, deferred compensation plans and compliance issues for our Company.  Stay current on changing retirement plan regulatory requirements, provide training to teams, and work closely with our legal team, field partners and clients.  Ensure organizational objectives are met by planning, directing, and controlling the activities of your teams.  

Responsibilities

• Have experience with diverse plan types: 403(b), 401(k), governmental, church, and nonqualified plans under IRC 457(b), 457(f), 409(A) and 415(m), as well as plan terminations.
• Understand ERISA and non-ERISA requirements, DOL regulations and the IRS correction program under EPCRS
• Maintain a deep understanding of nonqualified plans and the relevant tax regulations, including Section 409(A)
• Facilitate technical training for team members, including requirements driven by regulatory and law changes
• Ensure team performance meets standards by performing quality reviews and tracking internal metrics
• Seek to understand, acknowledge and respond to issues and business challenges faced by internal/external clients
• Create, monitor and follow-up utilizing project plans and available tools
• Communicate and present confidently on strategies for complex retirement plan issues to high profile clients
• Identify, implement and oversee process improvements to increase efficiencies and quality of work teams generate

Skills and Qualifications

• Current CPC, QPA, QKC or QKA ASPPA designation
• 10+ years related experience in the retirement industry
• Leadership and management capabilities that drives results
• Strong retirement plan knowledge and experience required
• Client-facing and consulting experience required
• Project management experience preferred
• Strong research, analytical and critical thinking skills
• Ability to mitigate risks with internal controls and process management
• Excellent communication skills – written, verbal and interpersonal
• High level of initiative and ability to work independently with minimal guidance and direction

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.

Estimated Travel

Minimal travel.

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

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