Hybrid Assistant Vice President, VFA Platform, Planning & Advice Manager na CoreBridge Financial

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.

Who You’ll Work With

 As an AVP, VFA Platform Manager you will report to the SVP, Wealth Solutions.  

 

About The Role

This role will be responsible for accountability to lead and support the execution of the product strategy for the commission-based products available through the VALIC Financial Advisors (VFA). 

Responsibilities

• Lead strategy development and input to further the strategic plans and roadmap for VFA with focus on new product opportunities such as evaluating the onboarding of structured products, ETFs, alternatives, fixed income and other potential new products.

• Curate the broker-dealer’s product menu for insurance, fixed income, annuities, and mutual funds to ensure financial professionals have the optimal product suite to compete effectively, and most importantly, to meet clients’ needs.

• Lead the product implementation process for new products at launch and conduct ongoing monitoring of approved products.

• Develop and lead business and marketing plans and campaigns to drive successful launch of new products and programs.

• Responsible for contract negotiations and execution of selling agreements.

• Track, analyze and evaluate program effectiveness and marketing campaigns with strategic partners.

• Lead the financial planning concierge desk and serve as primary subject matter expert for financial planning to include retirement income planning, estate and advanced planning. 

• Business leader for financial planning programs to include eMoney and additional goal based financial planning solutions.  This role will design and deliver the financial planning curriculum and training for the financial professionals.

• Identify and execute the product strategy to ensure the Financial Advisors have the optimal product suite to compete effectively in the market and most importantly to meet client’s needs.

• Strategic and tactical due diligence for structured products which will include issuer due diligence and selection, analysis of payoff structures, underlying indexes or stock baskets along with the evaluation of principal protected and partially principal protected structures.

• Ensure the appropriate due diligence is undertaken on all product matters that meet regulatory and compliance mandates within the current VFA governance standards which will include required review of conflicts, such as compensation conflicts, product shelf positioning and assuring compliance regulatory compliance for product shelf and assure the implementation of controls and mitigation requirements as needed.

• Engagement with custodian/clearing broker-dealer for operational enhancements, implementation of efficiencies and problem resolution.

• Manage the team of financial planning, annuity, fixed income, mutual funds and ETFs, along with insurance products experts within the broker-dealer and also manage virtual teams as needed across the organization.

• Lead the co-creation and delivery of timely thought leadership on topics of interest to wealth management clients, with particular focus on financial, retirement, & estate planning

• Lead team and enterprise efforts within Corebridge to develop and deliver content in for written, social media, or via public relations related to timely wealth management topics

• Partnering with marketing and social media teams to build brand presence on wealth topics. 

 

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

• Extensive experience in the financial services industry in product management and financial planning leadership related role(s). 

• Candidate must have experience with structured products, fixed income and life insurance, as well as experience with ETFs, alternatives, annuities and mutual funds.

• Candidate must have extensive knowledge and understanding of the financial planning journey.

• Candidate must have core understanding and command of the investment and insurance business including knowledge and experience with broad array of investment solutions, experience testing of products and platform capabilities for new and existing product types, and evaluation and positioning of investment strategies to meet clients’ needs. 

• The candidate must have experience with supporting the development of marketing programs and identifying client needs for the respective market and product set(s).

• Required licenses: Series 7, Series 63, life insurance license and Series 24.  All licenses not required for hire date and may be taken within a reasonable time period. 

• Experience:  10+ years of experience in financial services industry with 5+ years primary focus of related experience with investment and protection related products such as structured products, ETFs, life insurance, fixed income and mutual funds. 

• Annuity experience a plus.

• Bachelor’s degree required, and post graduate work or master’s degree a plus.

• Certified Financial Planner (CFP) designation a plus

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.

Estimated Travel

May include up to 25%.

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 [email protected].  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

Functional Area:

OP - Operations

Estimated Travel Percentage (%): Up to 25%

Relocation Provided: No

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