Associate Client Advisor

Voya Financial • Walnut Creek, CA

2d • Remote

About The Position

The US Institutional Associate Client Advisor (“ACA”) will support one or more Client Advisors in order to drive sales of Voya Investment Management strategies across public and corporate plans (DB and DC), E&Fs, Tier 1 & 2 Consultants and Sub-advisory firms. The ACA will need to collaborate effectively with multiple Investment Teams, Marketing & Product, Client Service and Business Development in order to contribute to the team’s success in raising and retaining assets.

Requirements

• Undergraduate degree with 3-4 years of work experience preferably within the institutional investment management industry or in an investment banking analyst program
• Demonstrated ability to learn complex investment/product concepts.
• Excellent interpersonal skills and effective teamwork skills
• Strong project management, organizing, planning, and presentation skills.
• Strong analytical skills and a background in creative problem solving.
• Demonstrated ability to work effectively in a deadline-driven environment without compromising accuracy and quality of output.
• Strong sense of ownership of projects and tasks
• License Series 7 and 63 are not a prerequisite but are required within 90 days of filling the position.
• There will be an expectation that the CFA Charter will be pursued in the first year if the selected candidate has not started the process.

Nice To Haves

• Some product knowledge in Fixed Income, Equities and Alternatives is preferred.

Responsibilities

• Provide business development support to the CA/CR team by identifying prospective opportunities through primary research/industry sources.
• Organize and prepare for prospect and consultant meetings, calls, on sites, and Voya-sponsored events.
• Develop prospect outreach plans with the CA/CRs stemming from client segmentation campaigns or from independent plan research.
• Partner with the Client Service team to help service and cross-sell existing client relationships.
• Serve as back-up coverage for the team, including responding to prospect requests, reviewing RPFs, updating CRM and attending conferences/events when necessary.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level