Client Relationship Manager – Mid-Market

🔥 0 minutes ago

🌽 Illinois, Louisiana, +1 more states – Remote

🌽 Illinois – Remote ⚜️ Louisiana – Remote 🎸 Tennessee – Remote

💵 $100.1k - $157.5k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

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Voya Financial

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 1998

💸 Finance

Finance • Insurance • Retirement

Voya Financial is a leading financial services company that provides a wide range of retirement, investment, and insurance products to help individuals, families, and institutions plan, invest, and protect their future. With a focus on retirement savings and workplace benefits, Voya connects benefits and savings to simplify financial experiences and enhance financial security. The company is committed to making a positive difference by serving others through its unique culture, and has been recognized for its values and customer-centric approach. Voya also engages in initiatives like the Voya Behavioral Finance Institute for Innovation to further its mission of transforming financial care in the workplace.

📋 Description

• Meets with client key stakeholders to develop trust-based relationships within client organizations • Consults with clients and brokers on investment issues including performance, diversification, style, and suitability • Attends Plan Investment and Administrative Committee meetings as appropriate • Analyzes plan data and industry trends and develops a strategic plan around plan design, product, and participant engagement solutions to meet clients’ needs • Leads Voya’s cross-functional service team to execute against the plan and report on effectiveness based on agreed-to metrics • Responsible for client retention and manages RFIs, RFPs, and benchmarking exercises for clients • Manages contract negotiations for existing clients • Responsible for pricing strategy, contract preparation and signing • Negotiates appropriate Service Level Agreements • Works with internal teams to establish live dates and scope out the project details • Responsible for negotiating project costs to clients and managing expectations concerning implementation dates • Identifies business opportunities for both organic growth and cross-sale of other Voya products and solutions

🎯 Requirements

• 6+ years of experience in client service relationship management for defined contribution plans • Industry certifications and FINRA series 6 or 7 and 63 licensing will be required • Strong understanding of retirement plans both corporate and tax exempt as well as a solid investment background • Strong Client Management experience and skills • Strong interpersonal, presentation, and negotiation skills • Excellent verbal and written communications skills • Bachelor’s Degree or equivalent • Travel – 25 – 40% of time; Locations – Nation-wide

🏖️ Benefits

• Health, dental, vision and life insurance plans • 401(k) Savings plan – with generous company matching contributions (up to 6%) • Voya Retirement Plan – employer paid cash balance retirement plan (4%) • Tuition reimbursement up to $5,250/year • Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day. • Paid volunteer time — 40 hours per calendar year