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Head of Institutional Sales and Consultant Relationships

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corebridgefinancial logoCorebridgefinancial · Houston, TX
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About the role

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. 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

Requirements

  • 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%+)
  • Why Corebridge?
  • 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 initiat

Benefits

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