Executive Relationship Manager jobs in United States
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Corebridge Financial · 21 hours ago

Executive Relationship Manager

Corebridge Financial is a company that partners with financial professionals and institutions to enhance financial lives. The Executive Relationship Manager is responsible for client retention by developing and maintaining close relationships with strategically important clients through proactive communication and collaboration with internal partners.

Financial ServicesInsuranceLife Insurance

Responsibilities

Maintain and enhance existing client book of business
Be the strategic point of contact for the client and client's consultant and administrative support partners
Provide a high level of consistent responsiveness for requests from the client and their partners
Identify solutions to improve plan administration and overall participant experience
Develop relationships with the client key influencers and decision makers to better understand client needs and their business
Collaborate across the enterprise with internal partners and SMEs to provide the client with solutions that best meet their needs
Proactively deliver scheduled plan reviews utilizing data to impact outcomes and showcase value add
Be a Corebridge ambassador during interactions with consultants and clients during committee meetings, presentations, etc
Add value as the client advocate by sharing client knowledge, goals and insights during internal meetings such as remediations and implementations to ensure best outcomes
Lead an integrated team for a one Corebridge client experience with a focus on customer satisfaction and service excellence
Create and execute strategic client plans with a focus on creative solutioning to decrease risks and identify opportunities
Partner with Consultant Relations to strengthen client through consultant sentiment
Support new business opportunities by partnering with the Business Development team

Qualification

Benefits design experienceFINRA Series 6ERISA knowledgePension experienceBachelor’s degree in FinanceCustomer service skillsRelationship managementCommunication skillsPresentation skills

Required

10+ years of experience in areas of benefits design, compliance and implementation with appropriate designation (i.e. CEBS, ASPA, etc.)
FINRA Series 6 and 63 required or appropriate FINRA/state insurance licenses preferred
Bachelor's degree in business, Finance or another related field
Must demonstrate thorough knowledge of ERISA and succeeding legislation governing qualified pension plan types
Recognized ability to deliver excellent customer service and customer retention
Demonstrated ability to continually meet and exceed Plan Sponsor and Participant goals
Ability to manage multiple institutional client relationships independently
Develop institutional client case studies and client references yearly
Demonstrate effectiveness in dealing with client organizations, especially top management
Excellent oral and written communications skills including the ability to build and deliver presentations on complex information

Preferred

FINRA Series 6 and 63 required or appropriate FINRA/state insurance licenses preferred
Pension experience preferred

Benefits

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.

Company

Corebridge Financial

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Corebridge Financial is a providers of retirement solutions and insurance products. It is a sub-organization of AIG.

Funding

Current Stage
Public Company
Total Funding
$10.25B
Key Investors
Nippon Life Insurance Company of Japan
2025-11-04Post Ipo Secondary· $1B
2025-08-06Post Ipo Secondary· $1B
2024-11-07Post Ipo Secondary· $936M

Leadership Team

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Alan Colberg
Lead Independent Director and Chair Nominating and Corporate Governance Committee
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Ryan Vickerman
Digital Creative Director
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Company data provided by crunchbase