Mid-Market Client Relationship Manager

🔥 0 minutes ago

🏈 Alabama, Arizona, +26 more states – Remote

🏈 Alabama – Remote 🌵 Arizona – Remote 🏄 California – Remote 🦌 Connecticut – Remote 🏛️ District of Columbia – Remote 🐊 Florida – Remote 🥔 Idaho – Remote ⚜️ Louisiana – Remote 🦞 Maine – Remote 🦬 Montana – Remote 🎰 Nevada – Remote 🗻 New Hampshire – Remote 🏖️ New Jersey – Remote 🌶️ New Mexico – Remote 🗽 New York – Remote 🌲 North Carolina – Remote 🌲 Oregon – Remote 🦀 Maryland – Remote 🍂 Massachusetts – Remote 🔔 Pennsylvania – Remote 🌴 South Carolina – Remote 🎸 Tennessee – Remote 🤠 Texas – Remote ⛷️ Utah – Remote 🍁 Vermont – Remote ⚔️ Virginia – Remote ☕ Washington – Remote ⛰️ West Virginia – Remote

💵 $100.1k - $157.5k / 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

• Develop trust-based relationships with client stakeholders, including senior executives, Treasury, Human Resources, Benefits, advisors, and TPAs • Consult with clients and brokers on investment issues including performance, diversification, style, and suitability • Attend Plan Investment and Administrative Committee meetings as appropriate • Analyze plan data and industry trends • Develop strategic plans involving plan design, product, and participant engagement solutions • Lead Voya’s cross-functional service team and report on effectiveness using agreed metrics • Manage client retention, RFIs, RFPs, and benchmarking exercises • Manage contract negotiations, pricing strategy, contract preparation and signing, and Service Level Agreements • Coordinate internal resources for client enhancement projects • Establish project live dates, define project scope, negotiate project costs, and manage implementation expectations • Identify organic growth and cross-sale opportunities for Voya recordkeeping products • Develop, position, close, and implement solutions • Contribute to RFP responses and participate in the sales process for new 401(k) business • Present Voya’s recordkeeping offering and differentiated value proposition to potential clients

🎯 Requirements

• 6+ years of experience in client service relationship management for defined contribution plans • State insurance license must be obtained within 60-days of hire • Strong understanding of 401(k) plans and a solid investment background • Strong client management experience and skills • Strong interpersonal, presentation, and negotiation skills • Excellent verbal and written communication skills • Bachelor’s Degree or equivalent • Industry certifications required • FINRA Series 6 or 7 and 63 licensing required • Travel 35–50% of the time • Work from home in a location that can cover the designated territory • Nation-wide location coverage

🏖️ 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 • 20 days paid time off • Nine paid company holidays • 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