Internal Client Relationship Manager – Retirement

🔥 1 minute ago

🌵 Arizona, Connecticut, +3 more states – Remote

🌵 Arizona – Remote 🦌 Connecticut – Remote 🗽 New York – Remote 🍂 Massachusetts – Remote ❄️ Minnesota – Remote

💵 $63.5k - $105.8k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

👻 Ghost score 0%

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Voya Financial

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 1998

💼 Consulting

🏥 Healthcare

📣 Marketing

Consulting • Healthcare • Marketing

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

• Responsible for new business implementation, asset retention, asset growth, and client satisfaction across an assigned book of business • Maintain and strengthen relationships with key clients, distribution partners, and third-party administrators (TPAs) • Develop business plans identifying key clients and action steps to 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 the Voya Service Model, installation process, ongoing service, and procedures • Introduce and support new product and service initiatives • Use available automation and AI tools responsibly to improve client support, analysis, and preparation • Partner with sales representatives, plan sponsors, distribution partners, and TPAs to deliver strong outcomes • Maintain consistent, high-quality execution across implementations, ongoing service, investment discussions, and new product or service initiatives

🎯 Requirements

• Minimum of 4 years of experience in the financial services industry or 2 years of experience within the defined contribution marketplace • FINRA Series 6 or 7 and Series 63 required within 90 days • State insurance license • Strong analytical, organizational, and time management skills • Ability to travel frequently • High School Diploma or GED required • Additional experience supporting client relationships, defined contribution plans, or retirement plan services is valued • Bachelor’s degree preferred

🏖️ 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 • Annual cash incentives, sales incentives, and/or long-term incentives based on the role and achievement of annual performance objectives