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Senior Relationship Manager

🕒 vor 1 Monat

🌾 Iowa – Remote

infoinfo

⏰ Vollzeit

🟠 Senior

💰 Account Manager

🗣️🇺🇸🇬🇧 Englisch erforderlich

Woher diese Stelle stammt

Veröffentlicht auf der Karriereseite von Corebridge Financial, nicht über eine Jobbörse

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Logo of Corebridge Financial

Corebridge Financial

5001 - 10000 Mitarbeiter

💸 Finanzen

🛡️ Versicherung

🔥 Finanzierung im letzten Jahr

💰 €748.550.000 Post-IPO Debt im 2026-08

Finance • Insurance

Corebridge Financial ist ein Finanzdienstleistungsunternehmen, das Lebensversicherungen, Rentenversicherungen, Lösungen für die Altersvorsorge, Wealth Management sowie Investmentprodukte für institutionelle Kunden anbietet. Das Unternehmen bietet Produkte für Privatpersonen (Lebensversicherungen und Rentenversicherungen), Altersvorsorgepläne für Arbeitgeber und gemeinnützige Organisationen sowie Dienstleistungen für institutionelle Märkte an. Darüber hinaus stellt Corebridge digitale Portale zur Verwaltung von Versicherungs- und Altersvorsorgekonten, Ressourcen für Finanzfachleute sowie Studien- und Bildungsangebote für Teilnehmende bereit. Corebridge Financial, Inc. ist an der New York Stock Exchange börsennotiert.

Beschreibung

• Develop and maintain relationships with plan sponsors' executive management and administrative personnel • Lead Annual Plan Reviews, including Plan Summary, Legislative Updates, Fund and Investment Overview, and Communication and Education history and opportunities • Take a leading role in finalist presentations for regional clients • Facilitate plan setup and ongoing plan administration • Provide pension-related technical advice and consultation to internal and external clients • Partner with Marketing Communications to coordinate and customize participant communications • Apply modeling and statistics to identify solutions that drive positive client outcomes • Maintain knowledge of current and emerging developments in the retirement space • Drive client satisfaction and provide client references for business development • Anticipate and fulfill external customer needs and potential problems • Ensure Corebridge delivers on service and performance agreements • Provide thought leadership to clients and the firm • Represent the department on organizational projects and strategic initiatives • Coordinate planning, implementation, and monitoring of special projects • Develop institutional client case studies and client references annually

🎯 Anforderungen

• Minimum 10 years’ experience is preferred in areas of benefits design, compliance, and implementation • Pension experience preferred • Bachelor's Degree in Business, Finance or other related field • Thorough knowledge of ERISA and succeeding legislation governing qualified pension plan types • Ability to deliver excellent customer service and customer retention • Ability to continually meet and exceed Plan Sponsor and Participant goals • Ability to manage multiple institutional client relationships independently • Effectiveness in dealing with client organizations, especially top management • Excellent oral and written communication skills, including the ability to present complex information • FINRA SIE, Series 6 and 63 required • Appropriate designation such as CEBS or ASPA preferred

🏖️ Vorteile

• Medical, dental and vision insurance plans • Mental health support and wellness initiatives • 401(k) Plan with dollar-for-dollar Company matching contribution of up to 6% of eligible pay • Company contribution equal to 3% of eligible pay to the 401(k) Plan • Immediate vesting of Company retirement contributions • Employee Assistance Program with confidential counseling services and resources • Matching charitable donations 1:1, up to $5,000 • Up to 16 volunteer hours annually (Volunteer Time Off) • At least 24 Paid Time Off (PTO) days for eligible employees • Reasonable accommodations for applicants and employees

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