Corebridge Financial

Head of Institutional Sales and Consultant Relationships

Corebridge Financial$150K — $200K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Proven success in institutional plan management, specifically in defined contribution and employee benefits.
  • 5+ years in senior leadership roles with effective communication and collaboration skills.
  • Possession of Series 7, 66, and 24 licenses.
  • Strong leadership track record in talent optimization and team empowerment.
  • Critical thinking and problem-solving capabilities with solid business judgment.
  • Ability to manage multiple priorities in a fast-paced environment.
  • Results-oriented with a commitment to continual improvement.

Responsibilities

  • Develop and implement a multi-year strategy to enhance market share and profitability.
  • Drive new business acquisition through strategic proposal and contract management.
  • Evaluate business opportunities and create plans aligned with company goals.
  • Foster strong relationships with retirement plan consultants and sponsors.
  • Oversee a comprehensive strategy for relationship management focused on client engagement.
  • Ensure customer insights are integrated into strategies and initiatives.
  • Maintain awareness of market trends and competitor strategies.
  • Build brand presence through participation in industry events and thought leadership.
  • Lead talent development and foster a culture of engagement and diversity.

Benefits

  • Comprehensive medical, dental, and vision insurance plans, plus mental health support.
  • 401(k) plan with a generous company match and immediate vesting.
  • Confidential counseling services via an Employee Assistance Program.
  • Matching charitable donations up to $5,000.
  • Up to 16 hours of Volunteer Time Off for community service activities.
  • Starting with 24 Paid Time Off (PTO) days for employee wellbeing.
Full Job Description
What you need to know:

The EVP, Head of Institutional Sales and Consultant Relationships for Retirement Services will provide leadership and strategic direction for all go-to-market strategies, including plan acquisition, consultant relations and plan retention. You will have the opportunity to expand our position in the market by executing on a broad market strategy, driving balanced growth in new plan deposits and developing best-in-class relationship and consulting management teams.
  • Build and execute on a multi-year, growth and retention strategy that improves the company's market share in our select markets and advances goals including but not limited to profitability, increased new flows and decreased net losses
  • Drive new business acquisition, including opportunity selection, proposal development, bid strategy, pricing considerations, operational capabilities, contract negotiation and onboarding
  • Evaluate new business opportunities, develop effective plans that meet company objectives and support client expectations
  • Establish durable, positive relationships with retirement plan consultants and key plan sponsors
  • Oversee the implementation and the execution of the comprehensive relationship management team's strategy, focusing on superior client engagement and providing excellent service to our plan sponsors
  • Ensure that the voice of the customer is understood and embedded in our strategies and initiatives
  • Maintain current understanding of market dynamics, competitor positioning and emerging threats
  • Build external brand through participation in key events and thought leadership
  • Develop and recruit strong, effective talent, leading in a way that fosters employee engagement, succession planning and diversity.
  • Optimize spend of departmental budget of ~$4.4M budget
  • Collaborate effectively with the sales organization and the centralized Business Unit partners, including marketing, operations, legal/compliance and IT to drive retention and plan health goals


What we're looking for:
  • Proven success leading all aspects of institutional plan management with experience in the defined contribution and employee benefits marketplace
  • 5+ years in senior leadership positions with ability to effectively communicate, influence and collaborate with all levels of the organization
  • Series 7, 66 and 24 licenses
  • A leader with a track record to optimize talent, empower others, and support growth within their team
  • Critical thinking and problem-solving skills with excellent judgment and business acuity
  • Ability to lead multiple tasks and assignments in a changing environment with competing priorities
  • Results-oriented, able to convey importance in bringing issues to closure despite obstacles; willing to challenge the status quo and strive for continual improvement;
  • Navigate internal and external challenges and remove roadblocks to high performance.
  • Ability to travel nationally (50%+)


This role is deemed a "covered associate" under SEC Rule 206(4)-5, 17 CFR a7 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 a7 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.

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.

Functional Area:

SM - Sales & Marketing

Estimated Travel Percentage (%): More than 50%

Relocation Provided: No

American General Life Insurance Company

About Corebridge Financial

Corebridge Financial, formerly AIG Life & Retirement, provides a diverse range of retirement planning, insurance, and financial solutions to help individuals and businesses financially prepare for the future. Their product suite includes annuities, life insurance, employer-sponsored retirement plans, and more to aid retirement readiness, protect assets, and manage risks. Corebridge believes financial security is possible for everyone through thoughtful education, planning, and purposeful action. They aim to move financial futures forward by making it easy for more people to take steps toward their goals today.

Corebridge Financial Careers

Joining Corebridge Financial presents an unparalleled opportunity to become part of a leading team of professionals dedicated to financial innovation and solutions. This is a pivotal time to engage with a company that values growth, leadership, and diversity in its workforce.

Explore Job Opportunities

Corebridge Financial offers a variety of job opportunities that cater to seasoned professionals and newcomers alike. Whether it's a position in management, finance, technology, or customer service, Corebridge Financial is actively hiring individuals who are passionate, driven, and ready to contribute to a thriving team.

Internship Programs

Kickstart a career in finance with Corebridge Financial’s internship programs. These opportunities are designed for individuals seeking to gain hands-on experience and develop essential skills in a real-world setting. Internships at Corebridge Financial are a gateway to full-time employment and offer a deep dive into the financial sector’s dynamic environment.

Professional Growth and Development

Corebridge Financial is committed to the professional growth of its employees. With comprehensive training programs and access to diverse career paths, employees can explore various facets of the financial industry. Leadership development and diversity training ensure that all team members are equipped for success and prepared to lead.

Benefits and Culture

The culture at Corebridge Financial is built on a foundation of innovation and inclusive values. Employees enjoy a range of benefits designed to support their professional and personal lives. From health and wellness programs to competitive retirement plans, Corebridge Financial invests in the well-being of its team members.

Networking and Career Advancement

Networking within Corebridge Financial leads to valuable connections and expansive career advancement opportunities. Employees are encouraged to engage in events and activities that foster professional relationships and personal growth.

Applying for a Position

To apply for a position at Corebridge Financial, candidates should prepare a resume that highlights relevant experience and skills. The interview process is designed to assess not only professional qualifications but also a candidate’s fit within the company’s culture. Corebridge Financial seeks individuals who are solution-driven and ready to contribute to a team.

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Join the Corebridge Financial Team

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Learn more about Corebridge Financial
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10,001 employees
Industry

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