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Voya Financial

Financial services: retirement, investments, insurance

Client Relationship Manager

Account ManagementConfirmed live in the last 24 hours
Full-timeNew Jersey, USA$109k - $136.3k /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 7 and Series 63 licenses are required.
  • A state insurance license is required.
  • Strong analytical, organizational, and time management skills are required.
  • The ability to travel frequently is required.

Responsibilities

  • Maintain and strengthen relationships with key clients, distribution partners, and third-party administrators.
  • Develop business plans that identify key clients and list action steps to manage those relationships.
  • Consult with clients and brokers on investment issues, including performance, diversification, style, and suitability.
  • Work with plan sponsors to design participant education campaigns aimed at increasing participation and contribution rates.
  • Assist sales representatives with sales presentations and act as a subject matter expert on the Voya Service Model, installation process, ongoing service, and procedures.
  • Introduce and support new product and service initiatives.

Desired Qualifications

  • A bachelor's degree is preferred, or equivalent work experience.

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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