Implementation Consultant

Who You'll Work With

For nearly 60 years, we've helped millions of Americans turn their vision for retirement into reality. That's why so many plan sponsors and plan participants continue to place their trust in us year after year. The average length of our relationships with plan sponsors is approximately 28 years, and roughly three in ten in-plan individual clients have been with us for more than 20 years.

We are a leading retirement plan provider for K-12 schools, healthcare, government, higher education and other not-for-profit institutions. Through our strong partnerships with plan sponsors and consultants, a dedicated financial advisor network, and innovative technology solutions and tools, we make retirement planning easy and accessible and help people turn their financial dreams into realities.

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.

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.

Additional information

Please note this is not an exhaustive list of all responsibilities of the position, and the requirements of the job may change in line with business needs.

Skills and Qualifications

• 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.

Work Location

• This position is based in Corebridge Financial's Houston, TX office and is subject to our hybrid working policy, which gives colleagues the benefits of working both in an office and remotely.
• #LI-ST1 #HYBRID

Pay and benefits

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.