Implementation Consultant

Posted:
3/3/2025, 4:00:00 PM

Location(s):
Texas, United States ⋅ Houston, Texas, United States

Experience Level(s):
Mid Level ⋅ Senior

Field(s):
Consulting

Who We Are

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

Implementation Consultant

Who we are

Corebridge Financial (Corebridge Financial or CRBG) helps people make some of the most meaningful decisions they’re ever going to make. We help them plan and take action to protect the future they envision and respond to some of life’s most difficult moments through the solutions and services we provide. We do this through our broad portfolio of life insurance, retirement, and institutional products, offered through an extensive, multichannel distribution network. We provide solutions for a brighter future through our client centered service, breadth of product expertise, deep distribution relationships, and outstanding team of hardworking and passionate employees.

At Corebridge Financial, Action is Everything. We are a new company, but not a new business. Formerly AIG Life & Retirement, we are one of the largest and most established providers of retirement solutions and insurance products in the United States, with a long and proven track record of serving our clients. We proudly partner with financial professionals and institutions to make it possible for more people to take action in their financial lives − for today and tomorrow.

Get to know the business

Life and Retirement is a unique franchise that brings together a broad portfolio of life insurance, retirement and institutional products offered through an extensive, multichannel distribution network. It holds longstanding, leading market positions in many of the markets it serves in the U.S.

About the role

As an Implementation Consultant you will join the Implementation Services New Business department and be responsible for the onboarding of new plans, transfer plans and internal conversions. You will get to lead all elements of implementation events and tasks that include scope analysis and coordination with multiple internal and external parties. You will be a proactive and strategic consultant to our partners by communicating the implementation plan, including key objectives and solutions, scheduling, tracking and reporting to all parties. Best of all, you will become the primary resource for subject matter expertise on retirement plans and the implementation processes. As an influencer at Corebridge Financial, people come to you as a “go-to” source for help and support because of your deep knowledge and expertise. As a more experienced team member, you are capable of driving continual improvement and impacting the way that things get done. Because of your influence, whether direct or indirect, we are able to deliver powerful outcomes for our clients.

Specific Responsibilities

  • Consult internal/external customers on timing for implementation milestones/activities.
  • Analyze and effectively communicate broader operations aspects to help influence decisions across departments for services being implemented.
  • Work closely with the assigned Relationship Manager, Account Manager, and various internal business partners to ensure a smooth transition at the end of the project.
  • Lead project kick-off related meetings and facilitate regularly scheduled weekly meetings with the plan sponsor, executive sales team, outside consultants, TPAs, vendors, and our internal subject matter experts.
  • Provide consultative solutions for best practices and ensure details are understood so that our administrative processes and systems are established appropriately to include but not limited to plan design details that affect pricing, eligibility, data exchanges, contracts, and transactional processing.
  • Develop, communicate, maintain, and manage detailed project plans, timelines for account implementation projects and ensure deadlines, milestones and success criteria are met or exceeded through timely coordination and communication of the details necessary to complete an account implementation project by the agreed upon effective date.
  • Identify and timely resolve any issues that surface during the handling of all assigned duties; track and report implementation activity results in a “real time” fashion via internal Implementation databases and reporting tools.
  • Conduct lessons learned at the end of each implementation phase for continuous improvement purposes.
  • Contribute to plans to improve customer satisfaction and overall quality.
  • Identify out of scope services and escalate as needed to ensure all services included in pricing are approved documented.
  • Must be proactive in managing issues by anticipating the outcome of the process and ensuring all necessary steps have been taken.
  • Model Customer Service Excellence within Implementation.
  • Assist in identifying training needs and “lessons learned” within the team.
  • Contribute to capital projects initiatives as needed.

What you need to know

  • Bachelor’s degree in related field; or any combination of education and experience, which would provide an equivalent background.
  • 5+ years of related experience is required.
  • Extensive project management experience with solid knowledge of the various retirement plans and subsequent provisions.
  • Excellent communication skills, including verbal, written, interpersonal and presentation.
  • Proficient with computer software.
  • Ability to analyze data, identify root cause, and provide and/or develop an appropriate solution for resolution.
  • Proven experience handling multiple priorities.
  • Proactive problem-solving ability with solutions-oriented demeanor.
  • Ability to work independently within a team and make decisions while considering client requirements.
  • Successful completion of relevant professional designation preferred (i.e. CEBS, ASPA); but not required.

What our employees like most about working for Corebridge Financial Life & Retirement

  • We care about your professional development. Our career progression program will provide you with the opportunity to develop your skills, strengthen your productivity and be eligible to progressively advance to positions with an increased responsibility and increased compensation. 
  • Our “Giving Back” policy is at the core of our daily operations and guides our future progress. Don’t believe us?  We put our money where our mouth is! Corebridge Financial will give you up to 16 hours a year paid time off to volunteer in the community.
  • Our people are our most important asset therefore we provide a generous benefits plan and competitive pay.

Benefit package includes

  • Paid Time Off Corebridge Financial recognizes the importance of work life balance). We offer 24 PTO days to start. YES, 24!
  • 17 paid holidays per calendar year. 
  • A 401(k) Retirement Plan which will be HARD TO BEAT. Our 401K - $1 for $1 match up to 6% with immediate vesting, plus Corebridge Financial automatically contributes an additional 3% into your 401K regardless of if you enroll or not.

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.

Applications will be accepted for this position until a satisfactory candidate pool has been identified.

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 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.

We are an Equal Opportunity Employer

Corebridge Financial, is 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. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives.

Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs.  If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to TalentandInclusion@corebridgefinancial.com.  Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law.

We will consider for employment qualified applicants with criminal histories, consistent with applicable law.

To learn more please visit: www.corebridgefinancial.com

Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees with physical or mental disabilities.  If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to TalentandInclusion@corebridgefinancial.com.   Reasonable accommodations will be determined on a case-by-case basis.

Applications will be accepted for this position until a satisfactory candidate pool has been identified 

Functional Area:

OP - Operations

Estimated Travel Percentage (%): Up to 25%

Relocation Provided: No

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