Senior Forms Analyst, Marketing Operations

About the role

Reporting to the Manager of the Forms Administration team within Marketing Operations.

Responsibilities

• Make sure forms and applications are updated in a timely manner to meet compliance mandates and product release schedules.
• Load and manage forms in the various and multiple repositories and web properties required in the IR business.
• Maintain accurate metadata, digital components, and descriptions for all 2,400+ IR and Life forms.
• Collaborate with the product and sales/distribution teams on sales kits and product/firm nuances.
• Create and develop periodic reports to deliver insights and trends.
• Assess and provide thorough data and recommendations to consolidate redundant forms and streamline assets.
• Partner with cross-functional teams for alignment, leveraging understanding of the current and historical suite of Corebridge products, features, and systems.
• Optimize inventory for customer satisfaction.
• Clearly and articulately provide documented rationale behind decisions and memorialize them.
• Provide suggestions and plans to upgrade processes, procedures, and systems.
• Use organizational acumen and experience to contribute to other departments and functions.

Qualifications

• Bachelor’s degree or equivalent work experience (5+ years’ experience in financial services preferred).
• Demonstrated experience managing and updating large-scale form libraries (1,000+ assets) across multiple repositories and digital platforms, ensuring regulatory compliance and on-time product releases.
• Strong cross-functional collaboration skills with the ability to work effectively with product, sales, distribution, and other stakeholders, supported by a solid understanding of financial/insurance products and their lifecycle.
• Analytical and process-improvement expertise, including reporting, data-driven decision-making, asset rationalization, clear documentation of rationale, and the ability to recommend and implement system and process enhancements.
• Must be proficient MS Excel, Outlook, Word, and PowerPoint.
• Comfortable with Jira is preferred.
• Be a self-starter with a strong work ethic and high level of personal accountability; excellent communication, writing, and organizational skills.
• Able to handle fast-paced environment, managing multiple projects with changing priorities and deadlines.

Skills

• Bachelor’s degree or equivalent work experience (5+ years’ experience in financial services preferred).
• Strong cross-functional collaboration skills with the ability to work effectively with product, sales, distribution, and other stakeholders, supported by a solid understanding of financial/insurance products and their lifecycle.
• Analytical and process-improvement expertise, including reporting, data-driven decision-making, asset rationalization, clear documentation of rationale, and the ability to recommend and implement system and process enhancements.
• Must be proficient MS Excel, Outlook, Word, and PowerPoint.
• Comfortable with Jira is preferred.
• Be a self-starter with a strong work ethic and high level of personal accountability; excellent communication, writing, and organizational skills.
• Able to handle fast-paced environment, managing multiple projects with changing priorities and deadlines.

Benefits

Corebridge offers a range of competitive benefits as part of the total compensation package, including:

• Health and Wellness: Medical, dental, and vision insurance plans, mental health support, and wellness initiatives.
• Retirement Savings: 401(k) Plan with generous Company matching contributions.
• Employee Assistance Program: Confidential counseling services and resources.
• Matching charitable donations: 1:1 match up to $5,000.
• Volunteer Time Off: Up to 16 volunteer hours annually.
• Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days.

Work Location

This position is based in either Corebridge Financial’s Woodland Hills, CA or Houston, TX office and is subject to our hybrid working policy, which gives colleagues the benefits of working both in an office and remotely.

Estimated Travel

Minimal travel.

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.

Equal Opportunity Employer

We are an Equal Opportunity Employer and 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.