What are the responsibilities and job description for the SVP, Wealth Management Solutions position at Corebridge Financial?
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 history of serving our clients. Every day, 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 wealth management solutions strategy, including products, programs, and platforms. The current product suite includes annuities, mutual funds, model portfolios, life insurance and advisory solutions. This role also has responsibility for integrating wealth management platforms and fin-tech solutions to further enable the business. This position works closely with and reports to the President, VALIC Financial Advisors, and works closely with the Chief Distribution Officer.
About The Role
Works closely with the President, VALIC Financial Advisors, and management team in delivering products and defining future strategies to ensure long-term success.
Leads the Broker/Dealer product strategy including retail annuity, mutual fund, model portfolios, life insurance and other product offerings.
Leads team of product managers and support team responsible for the product shelf.
Develops and manages overall program governance framework for the Investment Advisor & broker-dealer, including product admission and monitoring, along with responsible for adhering to regulatory requirements that govern the business, FINRA, SEC, state securities and insurance commissions.
Oversees and manages 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
Provides leadership to the product strategy and implementation teams for assigned product lines and work closely with units across the combined Retirement Services business.
Monitors progress and ensures 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.
Collaborates with the 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 enhance 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 90 days of hire date highly preferred
Professional Designations such as CIMA, CFP, ChFC, AIF or related designations a plus
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 TalentandInclusion@corebridgefinancial.com. Reasonable accommodations will be determined on a case-by-case basis.
We consider qualified applicants with criminal histories, consistent with applicable law.
Functional Area
SM - Sales & Marketing
Estimated Travel Percentage (%): Up to 25%
Relocation Provided: No
American General Life Insurance Company
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 history of serving our clients. Every day, 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 wealth management solutions strategy, including products, programs, and platforms. The current product suite includes annuities, mutual funds, model portfolios, life insurance and advisory solutions. This role also has responsibility for integrating wealth management platforms and fin-tech solutions to further enable the business. This position works closely with and reports to the President, VALIC Financial Advisors, and works closely with the Chief Distribution Officer.
About The Role
Works closely with the President, VALIC Financial Advisors, and management team in delivering products and defining future strategies to ensure long-term success.
Leads the Broker/Dealer product strategy including retail annuity, mutual fund, model portfolios, life insurance and other product offerings.
Leads team of product managers and support team responsible for the product shelf.
Develops and manages overall program governance framework for the Investment Advisor & broker-dealer, including product admission and monitoring, along with responsible for adhering to regulatory requirements that govern the business, FINRA, SEC, state securities and insurance commissions.
Oversees and manages 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
Provides leadership to the product strategy and implementation teams for assigned product lines and work closely with units across the combined Retirement Services business.
Monitors progress and ensures 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.
Collaborates with the 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 enhance 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 90 days of hire date highly preferred
Professional Designations such as CIMA, CFP, ChFC, AIF or related designations a plus
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 TalentandInclusion@corebridgefinancial.com. Reasonable accommodations will be determined on a case-by-case basis.
We consider qualified applicants with criminal histories, consistent with applicable law.
Functional Area
SM - Sales & Marketing
Estimated Travel Percentage (%): Up to 25%
Relocation Provided: No
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