Client Relationship Manager (CRM) – Retirement Plans

Job Description

Client Relationship Manager – Northwest | Voya Financial

The Tone:
This is a full-time role at Voya Financial, located in the Northwest region of the United States. Voya Financial is committed to fighting for everyone’s opportunity for a better financial future by supporting individuals and communities through accessible financial opportunities. This role is crucial for delivering a service strategy that meets or exceeds client expectations, building trusted relationships, and providing consultative guidance on retirement plan strategy and investments. It requires a bold and committed approach to client engagement and service delivery.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: Hybrid – Northwest United States
• Pay: $100000–$150000 yearly
• Team: Individual Contributor
• Mission: Responsible for delivering a service strategy that meets or exceeds client expectations, ensuring client satisfaction, retention, and plan optimization.

What You’ll Actually Do
• Client Engagement: Build trust-based relationships with key client stakeholders, including senior executives, Treasury, Human Resources, Benefits, advisors, and third-party administrators.
• Strategic Consulting: Analyze plan data and industry trends to develop strategic recommendations related to plan design, products, investments, and participant engagement.
• Team Leadership: Lead Voya’s cross-functional service team in executing client strategies and reporting effectiveness against agreed-upon metrics.
• Retention & Growth: Drive client retention efforts, manage RFIs, RFPs, and benchmarking exercises, and identify opportunities for organic growth and cross-sale of Voya products.
• Contract Management: Lead contract negotiations, including pricing strategy, contract preparation and execution, and appropriate Service Level Agreements.

The Must-Haves
• Background: Bachelor’s degree or equivalent retirement services work experience, with a strong understanding of tax-exempt retirement plans and a solid investment background.
• Experience: 6+ years of experience in client service relationship management for defined contribution plans, including general retirement industry experience.
• Skills: FINRA Series 6 or 7 and Series 63 licensing, strong client relationship management skills, strong interpersonal, presentation, and negotiation skills, and excellent verbal and written communication.
• Bonus: Experience supporting governmental or tax-exempt retirement plan clients.