Head of Institutional Sales and Consultant Relationships

Corebridge Financial•Houston, TX

2d•Onsite

About The Position

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.

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%+)
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 CFR § 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.

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 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