Client Relationship Manager

Job Description

Client Relationship Manager – Southeast | Voya Financial

The Tone:
This is a full-time role at Voya Financial, located in the Southeast United States. Voya Financial is dedicated to fighting for everyone’s opportunity for a better financial future, emphasizing collaboration with customers, partners, and colleagues. This role is crucial in delivering a service strategy that supports clients in achieving their financial goals through thoughtful retirement plan management and consultative guidance. By building trusted relationships and optimizing retirement plans, this manager directly contributes to Voya’s purpose of ensuring access to financial opportunities for individuals and communities.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: Hybrid – Southeast United States
• Pay: $100000–$150000 yearly
• Team: Individual contributor
• Mission: Owns the delivery of a service strategy to meet or exceed client expectations for defined contribution plans, focusing on satisfaction, retention, and optimization.

What You’ll Actually Do
• Client Engagement: Build and maintain trusted relationships with key client stakeholders, including senior executives, HR, Treasury, benefits teams, and advisors.
• Strategic Consulting: Analyze plan data and industry trends to develop and present strategic recommendations on plan design, products, investments, and participant engagement.
• Solution Leadership: Lead Voya’s cross-functional service team in executing client strategies and reporting on the effectiveness against agreed-upon metrics.
• Business Growth & Retention: Drive client retention efforts, manage RFIs/RFPs, negotiate contracts and pricing, and identify opportunities for organic growth and cross-sales.
• Sales Support: Contribute to RFP responses and actively participate in the sales process for new Retirement business, presenting Voya’s differentiated value proposition.

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