Senior Forms Analyst, Marketing Operations

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

Reporting to the Manager of the Forms Administration team within Marketing Operations.

About The Role

Senior Forms Analyst will be responsible for bringing accurate and compliant forms to market quickly and efficiently.  This position supports the IR and Life businesses in all phases of the customer journey and sales process—from pre-sale and product development through new business and in-force.  This individual will assist in developing, evaluating, monitoring, and evolving standardized processes and templates to increase efficiency in the forms-development process. This individual will leverage technology, tools, and resources to facilitate effective forms creation, distribution, and administration.  The individual in the role will be required to be organized, data driven, and customer-focused to drive timely results.

Responsibilities:

• Make sure forms and applications are updated in a timely manner to meet compliance mandates and product release schedules.
• Load and manage forms in the various and multiple repositories and web properties required in the IR business.
• Maintain accurate metadata, digital components, and descriptions for all 2,400+ IR and Life forms.
• Collaborate with the product and sales/distribution teams on sales kits and product/firm nuances.
• Create and develop periodic reports to deliver insights and trends.
• Assess and provide thorough data and recommendations to consolidate redundant forms and streamline assets.
• Partner with cross-functional teams for alignment, leveraging understanding of the current and historical suite of Corebridge products, features, and systems.
• Optimize inventory for customer satisfaction.
• Clearly and articulately provide documented rationale behind decisions and memorialize them.
• Provide suggestions and plans to upgrade processes, procedures, and systems.
• Use organizational acumen and experience to contribute to other departments and functions.

Skills and Qualifications

• Bachelor’s degree or equivalent work experience (5+ years’ experience in financial services preferred)
• Demonstrated experience managing and updating large-scale form libraries (1,000+ assets) across multiple repositories and digital platforms, ensuring regulatory compliance and on-time product releases.
• Strong cross-functional collaboration skills with the ability to work effectively with product, sales, distribution, and other stakeholders, supported by a solid understanding of financial/insurance products and their lifecycle.
• Analytical and process-improvement expertise, including reporting, data-driven decision-making, asset rationalization, clear documentation of rationale, and the ability to recommend and implement system and process enhancements.
• Must be proficient MS Excel, Outlook, Word, and PowerPoint
• Comfortable with Jira is preferred.
• Be a self-starter with a strong work ethic and high level of personal accountability; excellent communication, writing, and organizational skills.
• Ability to handle fast-paced environment, managing multiple projects with changing priorities and deadlines.

Compensation 

The anticipated base salary range for this position is $75,000 to $85,000 at the commencement of employment.  Not all candidates will be eligible for the upper end of the salary range. The actual compensation offered will ultimately be dependent on multiple factors, which may include the candidate’s geographic location, skills, experience and other qualifications.

In addition, the position is eligible for a discretionary bonus in accordance with the terms of the applicable incentive plan.

Corebridge also offers a range of competitive benefits as part of the total compensation package, as detailed below.

Work Location

This position is based in either Corebridge Financial’s Woodland Hills, CA or 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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