Vice President, Strategic Relationship Management

Posted 3 Days Ago
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Houston, TX, USA
In-Office
Expert/Leader
Financial Services
The Role
Leads regional relationship managers serving institutional retirement-plan sponsors and participants. Responsibilities include team development, client retention, net-flow growth, sponsor and consultant relationships, service performance, plan design, pricing, profitability, escalations, and cross-functional process improvement. The role requires deep knowledge of retirement plans, ERISA, financial services relationship management, and relevant FINRA licenses.
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.

Who You’ll Work With

For 60 years, we've helped millions of Americans turn their vision for retirement into reality. That's why so many plan sponsors and clients continue to place their trust in us year after year. 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

The Vice President, Strategic Relationship Management role at Corebridge Financial is responsible for leading a team of relationship managers who provide support for our plan sponsors and their participants. The ideal candidate will possess demonstrated team leadership skills, knowledge of institutional relationship management, and a record of success with process improvement. The role is a consultative role and requires a clear understanding of the business needs and relevant challenges of tax-exempt plan sponsors.

 

Responsibilities

  • Provide leadership, training and development for the Relationship Management team in covered region(s) or market specialty.
  • Partner with internal teams to minimize surrenders, drive positive net flows and improve plan sponsor and participant engagement in respective region(s).
  • Maintain proactive awareness of changes in covered clients’ business, competition, industry, and marketplace to influence and impact satisfaction.
  • Develop and maintain relationships with plan sponsors, executive management, administrative personnel, and external consultant partners.
  • Lead and collaborate with internal team of service-based associates and partners across the organization to offer solutions to resolve client problems and drive operational accuracy and efficiency.
  • Ensure that Corebridge delivers on our service and performance agreements.
  • Work with regional leadership on inbound inquiries, plan sponsor presentations, plan design, product, technology, customer concerns, fund changes, revenue requirements, pricing negotiations, Corebridge thought leadership, and plan analytics. 
  • Proactively evaluate client profitability and pricing for appropriateness using all available levers.

 

Skills and Qualifications

  • Ability to lead strategic initiatives of the firm.
  • Recognized ability to mentor, develop and lead teams of relationship managers with a primary focus on delivering excellent customer service and client retention.
  • Minimum of 10 years of experience in financial services relationship management or customer service.
  • Minimum 2 years’ experience leading a team.
  • Maintains knowledge on current and emerging developments/trends in the retirement space.
  • FINRA Series 6, 24 and 63 required.
  • Bachelor’s degree in business, finance, or another related field required.
  • Must demonstrate thorough knowledge of ERISA and succeeding legislation governing qualified and non-qualified pension plan types.
  • Ability to handle difficult client interactions; solving issues and leading escalations appropriately.
  • Excellent oral and written communications skills, including the ability to make presentations on complex information.

 

Work Location

  • This position is currently located in our Houston, TX office.

 

Estimated Travel

  • May include up to 25% travel.

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 (%): Up to 50%

Relocation Provided: No

American General Life Insurance Company

Skills Required

  • Minimum 10 years of experience in financial services relationship management or customer service
  • Minimum 2 years of experience leading a team
  • FINRA Series 6 license
  • FINRA Series 24 license
  • FINRA Series 63 license
  • Bachelor's degree in business, finance, or a related field
  • Thorough knowledge of ERISA and legislation governing qualified and non-qualified pension plans
  • Ability to lead strategic initiatives
  • Ability to mentor, develop, and lead relationship management teams
  • Knowledge of current and emerging developments in the retirement industry
  • Ability to handle difficult client interactions, resolve issues, and lead escalations
  • Excellent oral and written communication and presentation skills

Corebridge Financial Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Corebridge Financial and has not been reviewed or approved by Corebridge Financial.

  • Retirement Support — Retirement benefits are described as a dollar‑for‑dollar 401(k) match up to 6% of pay plus an additional 3% company contribution with immediate vesting for eligible U.S. roles. Company materials also reference an employer 401(k) contribution, underscoring strong long‑term savings support.
  • Leave & Time Off Breadth — Paid time off is outlined as at least 24 days for eligible employees, plus up to 16 hours of paid volunteer time. Benefits listings also note paid holidays and sick time.
  • Healthcare Strength — Health coverage is presented as comprehensive, including medical, dental, vision, mental‑health support, and an Employee Assistance Program. These elements are detailed across current job postings and the U.S. benefits guide.

Corebridge Financial Insights

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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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