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Voya Financial

Financial services: retirement, investments, insurance

Internal Client Relationship Manager Retirement

Account ManagementConfirmed live in the last 24 hours
Full-time$63.5k - $105.8k /yr

About the Job

Requirements

  • A minimum of 4 years of experience in the financial services industry or 2 years of experience within the defined contribution marketplace is required.
  • FINRA Series 6 or Series 7 and Series 63 licenses are required within 90 days.
  • A state insurance license is required.
  • Strong analytical, organizational, and time management skills are required.
  • Frequent travel is required.
  • A high school diploma or GED is required.

Responsibilities

  • Maintain and strengthen relationships with key clients, distribution partners, and third-party administrators.
  • Develop business plans that identify key clients and define action steps to effectively manage those relationships.
  • Consult with clients and brokers on investment topics, including performance, diversification, investment style, and suitability.
  • Partner with plan sponsors to design participant education campaigns focused on increasing participation and contribution rates.
  • Support sales representatives with presentations and serve as a subject matter expert on topics such as the Voya Service Model, installation process, ongoing service, and procedures.
  • Introduce and support new product and service initiatives.
  • Strengthen client, broker, and partner relationships by delivering responsive service and solutions that support client satisfaction, asset retention, and growth.
  • Use available automation and artificial intelligence tools responsibly to reduce friction and improve the quality and efficiency of client support, analysis, and preparation.
  • Partner effectively with sales representatives, plan sponsors, distribution partners, and third-party administrators to create clarity and deliver strong outcomes.
  • Maintain consistent, high-quality execution across implementations, ongoing service, investment discussions, and new product or service initiatives.

Desired Qualifications

  • A bachelor's degree is preferred.
  • Additional experience supporting client relationships, defined contribution plans, or retirement plan services is valued.

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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