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Voya Financial

Financial services: retirement, investments, insurance

Client Relationship Manager

Account ManagementConfirmed live in the last 24 hours
Full-time$100k - $150k /yr

About the Job

Requirements

  • At least 6 years of experience in client service relationship management for defined contribution plans.
  • A bachelor's degree or equivalent retirement services work experience.
  • FINRA Series 6 or 7 and Series 63 licenses.
  • Retirement industry experience.
  • A strong understanding of tax-exempt retirement plans and a solid investment background.
  • Strong client relationship management skills.
  • Strong interpersonal, presentation, and negotiation skills.
  • Excellent verbal and written communication skills.
  • Ability to travel approximately 25–40% of the time nationwide.

Responsibilities

  • Build trust-based relationships with key client stakeholders, including senior executives, Treasury, Human Resources, Benefits, advisors, and third-party administrators.
  • Attend Plan Investment and Administrative Committee meetings, as appropriate.
  • Analyze plan data and industry trends to develop strategic recommendations related to plan design, products, investments, and participant engagement.
  • Lead Voya’s cross-functional service team in executing client strategies and reporting effectiveness against agreed-upon metrics.
  • Drive client retention efforts and manage requests for information, requests for proposals, and benchmarking exercises for existing clients.
  • Lead contract negotiations, including pricing strategy, contract preparation and execution, and appropriate Service Level Agreements.
  • Use consultative engagement to understand clients’ labor and benefits strategies and align solutions to their needs.
  • Partner with internal teams to establish implementation dates, define project scope and requirements, negotiate client project costs, and manage expectations regarding delivery timelines.
  • Identify opportunities for organic growth and cross-sale of Voya products and solutions, working across the organization to develop, position, close, and implement appropriate solutions.
  • Contribute to requests for proposal responses and participate in the sales process for new Retirement business.
  • Maintain a strong understanding of Voya’s offerings and present solutions to prospective clients in a way that clearly communicates Voya’s differentiated value proposition.
  • Use available automation, artificial intelligence, and analytical capabilities responsibly to support plan analysis, identify trends, and make client and cross-functional processes more efficient.
  • Maintain disciplined execution across contracts, pricing, Service Level Agreements, implementation commitments, investment discussions, and other client deliverables.

Desired Qualifications

  • Experience supporting governmental or tax-exempt retirement plan clients.

About the Company

Voya Financial

Financial services: retirement, investments, insurance

Voya Financial provides retirement planning, investment management, and insurance products for individuals, employers, and institutions, mainly in the United States. Its products help individuals save and grow wealth for retirement, while employers offer retirement plans and benefits within their workforce, and institutions receive tailored investment management. The company earns fees from investment management and premiums from insurance policies, creating recurring revenue from long-term client relationships. Voya differentiates itself by emphasizing corporate responsibility, inclusiveness, and ESG-aligned practices to attract clients and talent, rather than competing only on price or returns. Its goal is to help clients achieve financial confidence and security by offering a broad, client-centric suite of financial services to support stable, long-term financial well-being.

Company size
5,001-10,000
Company stage
IPO
Headquarters
New York City, New York
Founded
2014

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