SVP, Wealth Management Solutions

7 days ago

Houston, United States Corebridge Financial Full time
Who we are

At Corebridge Financial, Action is Everything. We are a new company, but not a new business. 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. Everyday, 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.

Summary of the role

The SVP Wealth Management Solutions will be responsible for all wealth management solutions including products, programs and platforms, including leading the product strategy for annuities, mutual funds, life insurance, advisory products, financial planning as well as leading the strategy for integrating wealth management fin-tech solutions to grow the business. This role works closely with and reports to the President, VALIC Financial Advisors, and works closely the Chief Distribution Officer.

About the role

Work closely with the President, VALIC Financial Advisors, and management team in delivering products and defining future strategies to ensure long-term profitability, in addition to the following:

Lead the Broker/Dealer product strategy including retail annuity, mutual fund, and other product offerings.

Develop and manage overall program governance framework for the Investment Advisor & BD including product admission and monitoring, along with responsible for adhering to regulatory requirements that govern the business, FINRA, SEC, state securities and insurance commissions.

Oversee and manage all regulatory related reporting, fee-billing and disclosure responsibilities for the Investment Adviser Leads initial and ongoing due diligence for products, portfolios and product related systems.

Responsible for P&L for wealth management solutions

Provide leadership to the product strategy and implementation for assigned product lines, and works closely with units across the combined Retirement Services business.

Monitor progress and ensure product launches, pricing, training and training are met.

Ensures proper procedures are in place to meet required regulatory aspects.

Identify opportunities to streamline and implement more efficient and effective measures for speed to market considerations.

Works closely with Head of Risk, Chief Compliance Officers, Legal, CFO and Strategy and Pricing (where applicable) to align on product shelf, fin-tech delivery platforms, and future opportunities to deliver the wealth management program and to adhere to all regulatory requirements to offer such products consistent with the risk-based approach and profile for the firm.

What we are looking for

10+ years of experience of product knowledge within the wealth management industry understanding levers that create revenue

Strong understanding of trends and opportunities with fin-tech wealth management platforms

Series 7, 24, 65/66, life insurance/annuity license as well as Series 63; or the ability to obtain full licenses within a 90 days of hire date

Post-bachelor's degree

Professional Designation such as CFP, ChFC, AIF or related designations a plus

What our employees like most about working for Corebridge Financial

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 at the forefront of creating value for customers and stakeholders and therefore we provide a generous benefits plan and competitive pay.

We are an Equal Opportunity Employer

Corebridge Financial, Inc., its subsidiaries and affiliates are committed to be an Equal Opportunity Employer and its policies and procedures reflect this commitment. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories such as sexual orientation. At Corebridge Financial, we believe that diversity and inclusion are critical to our future and our mission - creating a foundation for 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 people are not only respected as individuals, but also truly valued for their unique perspectives.

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 TalentandI[redacted]. Reasonable accommodations will be determined on a case-by-case basis.

Functional Area:
SM - Sales & Marketing

Estimated Travel Percentage (%): Up to 25%

Relocation Provided: No

American General Life Insurance Company

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