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Voya Financial

Financial services: retirement, investments, insurance

Associate Consultant Relations Advisor

Account ManagementConfirmed live in the last 24 hours
Full-timeNew York, NY, USA$80k - $95k /yrIn-person

About the Job

Requirements

  • An undergraduate degree and 2–3 years of work experience are required; experience in institutional investment management or an investment banking analyst program is preferred.
  • Ability to learn complex investment and product concepts.
  • Strong analytical and creative problem-solving skills.
  • Strong interpersonal, teamwork, written and verbal communication, and presentation skills.
  • Strong project management, organization, and planning skills, with the ability to meet deadlines without compromising accuracy or quality and to take ownership of projects and tasks.
  • FINRA Series 7 and Series 63 licenses are required within 90 days of filling the position.
  • Candidates who have not begun the CFA program are expected to pursue the CFA Charter beginning in their first year.
  • Familiarity with AI-enabled tools, including experience using or willingness to adopt AI-driven tools to improve efficiency and achieve sales targets.

Responsibilities

  • Support the Consultant Relations team in marketing and distributing Fixed Income, Alternatives, Equities, and solution-driven strategies.
  • Organize and prepare for consultant meetings, calls, on-sites, and Voya-sponsored events.
  • Coordinate with internal partners, including RFP, CPM, Marketing, and Product teams, to complete consultant requests and track them appropriately.
  • Identify and implement team best practices for use across all team members and regions.
  • Maintain consultant strategy for each national and global firm.
  • Collaborate with Regional Client Advisory teams.
  • Partner with Business Management to maintain activities and call reports, pipeline updates, and organizational information, including key contacts, in Salesforce.
  • Provide timely and accurate data for reporting in monthly regional CA/CR meetings and one-on-one meetings with Distribution leadership.

Desired Qualifications

  • Product knowledge across Fixed Income, Equities, and Alternatives is preferred.
  • Experience in the institutional investment management industry or in an investment banking analyst program is preferred.

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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