Account Manager

Concierge Service Manager

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.

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

The role is responsible for providing concierge service to our top financial advisors and their sales assistants. Administrative management, sales and retention support, and client level monitoring and reporting for assigned plans. The role will partner closely with clients and internal teams to drive efficient plan operations, identify, and implement process improvements, and drive operational excellence in accordance with our strategic objectives.

Responsibilities

• Build and maintain strong client relationships with a passion for delivering excellent customer service.
• Have a 'can do' and an entrepreneurial spirit to solve problems and 'get things done' navigating through complex organizations.
• Manage administrative management for group client retirement plans, ensuring timely and accurate plan sponsors' requests.
• Research and deliver plan- related insights and updates to group clients regarding plan activity and operations.
• Handle a diverse portfolio of retirement plans, including complex cases such as controlled group and customized plan documents with special exceptions and provisions.
• Coordinate client requests, oversee problem resolution, implement retirement plan changes, and communicate updates effectively.
• Regularly monitor strategic group activity such as transaction volumes, call volumes, NPS, service level guarantees, and timely fee administration, sharing insights with plan sponsors.
• Collaborate with relationship managers to support sales and retention efforts through business planning, quarterly and annual plan reviews, RFPs / finalist presentations, regular cadence client meetings, and ad hoc client meetings.
• Foster partnerships with operations teams to align efforts and achieve common objectives.
• Conduct operational reviews with advisors with a focus on performance, identifying areas for improvement, and service enhancements.
• Ensure compliance with regulations and industry best practices.

Please note this is not an exhaustive list of all responsibilities of the position, and the requirements of the job may change in line with business needs.

Skills and Qualifications

Compensation

The anticipated salary range for this position is $68,000.00 to $90,000.00 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 currently designated as remote.

Estimated Travel

Minimal travel

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 :

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.

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.