Head of Institutional Sales and Consultant Relationships
About the role
The 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.
Responsibilities
- 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 execution of the comprehensive relationship management team’s strategy, focusing on superior client engagement and providing excellent service to our plan sponsors.
- 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.
Qualifications
- 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.
Skills
- Strong leadership and strategic planning skills.
- Excellent communication and interpersonal skills.
- Ability to manage multiple projects simultaneously.
- Experience in the defined contribution and employee benefits marketplace.
- Knowledge of retirement plan management and consultant relations.
- Ability to build and maintain strong relationships with clients and partners.
- Experience with market analysis and competitor research.
- Strong analytical and problem-solving skills.
Benefits
- Comprehensive health and wellness programs.
- Retirement savings options, including a generous 401(k) Plan with Company matching contributions.
- Employee Assistance Program (EAP).
- Matching charitable donations.
- Paid time off.
- Volunteer time off.
Pay
This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR 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 CFR275.206(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.
Schedule
This role requires more than 50% travel nationally.