Will Nwuli
Houston,TX
Summary
Experienced financial services professional with over 10 years of success in sales, project management, and relationship management. Recognized for consistently delivering exceptional performance and significant contributions to the retirement industry. Skilled in managing people, products, and processes with hands-on field experience. Results-driven individual with a track record of achieving impactful results.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Senior Relationship Manager
Corebridge Financial
11.2023 - Current
- Lead relationship management for 24 institutional retirement plan sponsors, overseeing $1B+ in assets under administration across 403(b), 457, and 401(a) plans.
- Serve as the primary strategic advisor to public education, healthcare, and municipal clients, delivering guidance on plan design, compliance, investment menus, and fiduciary best practices..
- Keys Accomplishments. Successfully led plan transitions and conversions, including annuity-to-mutual fund migrations and multi-vendor consolidations, improving investment transparency and participant outcomes.
Director of Sales Operations
AIG Retirement Services
05.2022 - 11.2023
- Directed national sales operations to support business development across retirement plan markets, optimizing workflows, tools, and reporting.
- Managed integrated team projects from ideation to launch, including CRM enhancements, onboarding workflows, and sales tool deployments.
- Oversaw CRM optimization, sales enablement, to improve efficiency, reporting, and sales outcomes..
Director of Consultant Experience
AIG Retirement Services
05.2018 - 05.2022
- Responsible for the infrastructure, operations and strategic projects of the consultant relations team.
- Resolve problems, improve effectiveness and provide exceptional client support.
- Generate brand awareness through Conferences, Trade Shows, and Events.
- Key Accomplishments: Assisted with 25% increase in teams 2 year rolling average number of RFPs from the consultant community.
Business Development Consultant
AIG Retirement Services
03.2016 - 05.2018
- Originated request for proposals, responded to proposals requests, responded to information requests from clients and consultants and assisted with all aspects of territory management.
- Responsible through outbound proactive calls and emails for generating leads and appointments for external partners.
- Key Accomplishments: Added over 100 qualified prospects to our pipeline and Assisted in over 50 completed sales processes in 2017 resulting in over 50 million dollars in new assets.
Retirement Specialist
AIG Retirement Services
03.2014 - 03.2016
- Delivered client focused retirement planning solutions.
- Delivered sales and new business development through comprehensive client relationship development, external group management, and internal processing.
- Key Accomplishments: Exceeded annual 2015 external asset gathering goal by 30% Exceeded annual 2015 internal rollover goal by 12%. 2015 AIG Platinum Advisor.
Sales Representative
Cort Business Services
08.2007 - 08.2011
- Communicated with customers to understand needs and recommend appropriate solutions.
- Implemented marketing strategies and techniques, increasing revenue and customer satisfaction.
Education
BBA - Marketing
University of Houston
Houston, TXSkills
- Relationship Management
- Business strategies
- Teamwork and collaboration
- Project Management
- Operational Improvement
- Problem Resolution
- Business Strategy
- Salesforce Proficiency
- Customer engagement
- Teamwork
Certification
- Finra Series 6, 63, 65
- Group 1 Insurance License
- Chartered Retirement Plan Specialist
- Qualified 401k Administrator
- Accredited Investment Fiduciary
Timeline
Senior Relationship Manager
Corebridge Financial
11.2023 - Current
Director of Sales Operations
AIG Retirement Services
05.2022 - 11.2023
Director of Consultant Experience
AIG Retirement Services
05.2018 - 05.2022
Business Development Consultant
AIG Retirement Services
03.2016 - 05.2018
Retirement Specialist
AIG Retirement Services
03.2014 - 03.2016
Sales Representative
Cort Business Services
08.2007 - 08.2011
BBA - Marketing
University of Houston