Associate Client Advisor
About The Position
Together we fight for everyone's opportunity for a better financial future. We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone's access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action. We are committed to a work environment where the differences that we are born with - and those we acquire throughout our lives - are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision. Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage - Apply Now Get to Know the Opportunity The US Institutional Associate Client Advisor ("ACA") will support a 5-person team of Client Advisors & Consultant Relations ("CA/CR") 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. A dynamic, extroverted, self-starter, passionate, and enthusiastic individual with some investment management experience, good relationship management, sales, and interpersonal skills, as well as a strong desire to develop knowledge in the asset management business. Qualified candidates may view this as a pathway to a client-facing role after having demonstrated success over a 3-year period.
Requirements
- Undergraduate degree with 6+ 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
- Superior written and verbal communication skills
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Industry
Insurance Carriers and Related Activities
Number of Employees
251-500 employees
