Senior Relationship Manager

🕒 September 17

🌾 Iowa – Remote

🌾 Iowa – Remote

⏰ Full Time

🟠 Senior

💰 Account Manager

👻 Ghost score 11%

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Corebridge Financial

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

💸 Finance

🛡️ Insurance

🔥 Funding within the last year

💰 $748.5M Post-IPO Debt on 2026-08

Finance • Insurance

Corebridge Financial is a financial services company offering life insurance, annuities, retirement solutions, wealth management, and institutional investment products. The company provides products for individuals (life insurance, annuities), retirement plans for employers and non-profit organizations, and institutional markets services. Corebridge also offers digital portals for policy and retirement account management, resources for financial professionals, and research/education for participants. Corebridge Financial, Inc. is publicly listed on the New York Stock Exchange.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

• 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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