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
AVP, Advisory Services Programs
About The Role
As a Business Analyst Specialist, you will be responsible for the design and implementation of small to medium-scale initiatives for the VFA Advisory Program. You will provide analytical support to leadership to drive business decisions as well as prepare Executive level communications regarding business activity. The focus of this position will be using analytics to drive production support, projects, initiatives and special assignments related to the continuous improvement of our operational efficiencies and client experience. Business process improvements, system enhancements, and issue resolution are key responsibilities of the Business Analyst Specialist.
Responsibilities
- Effectively coordinate and support business processing and project initiatives pertaining to Advisory Products within the managed account program
- Prioritize key business functions (Portfolio Set up and trading) and ensure regulatory and risk oversight related to regulatory audits
- Strong analytical and problem-solving skills and ability to calculate and review billing and performance
- RIA Experience and knowledge of Independent Financial Experts and Custodians preferred. (Morningstar, Orion, NFS).
- Ensure that the project sponsor’s expectations are translated into clearly defined scope Responsible for end-to-end coordination, ensuring the requirements, needs, goals and expectations of the functional stakeholders are met accurately and timely
- Evaluate all options available and identify the pros and cons of each option as they relate to system processing, business processing, time and cost, and recommend the best possible solutions and / or estimates
- Partner with project team members to identify sequence, estimate project related activities and produce the required project management schedule
- Coordinate with IT/QA, business owners and project team members to ensure test plans and test cases are comprehensive
- Provide data manipulation and analysis requirements. Analyze, convert and present into value added management information
- Create risk management plan to identify, analyze, monitor and respond to risks associated with the project or program to ensure ability to achieve expected outcomes, on time and on budget
- Develop reporting documentation (Monthly Status Reports, etc.) so that all administrative coordination points between cross-functional departments and projects / initiatives are informed/updated regularly
- Communicate project status weekly to team, business owners and executive leadership as appropriate throughout the duration of assigned programs/projects / initiatives and through post implementation
Skills and Qualifications
- Bachelor’s Degree preferred
- 5+ years’ work experience as a Business Analyst working on projects, reporting, and quality review including experience in financial services, preferably an RIA or Broker Dealer
- Experience in MS Office applications, including use of MS Copilot, MS Project, Visio, PowerPoint, OneNote, SharePoint and JIRA with expert knowledge in Excel
- Certifications in Business Analysis, Certified-Project Management, Certified Lean Practitioner or Project Management- SDLC, Agile Scrum
- Strong analytical & problem-solving skills. Ability to identify a problem, analyzes the source problem, verifies and validates the source problem, and recommends viable solutions
- Proven ability to communicate information of a complex nature to all levels of management (written and verbal) in easy-to-understand business language
- Strong ability to interact with and use relationship management skills with project stakeholders
- Strong communication skills-oral, written and presentation
- Extensive knowledge of business analysis and user experience design tasks with a focus on client usability experience. Knowledge of advisory programs and RIA experience preferred.
- Security licenses: Series 7, 63 and Series 65/66, or the ability to license within six months
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.
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 TalentandInclusion@corebridgefinancial.com. 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 (%): No Travel
Relocation Provided: No
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