Implementation Consultant

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.

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.

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.

• 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 elevate 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…