Associate Consultant Relations Advisor

Voya Financial • New York, NY

8d • $80,000 - $95,000

About The Position

The Associate Consultant Relations Advisor (ACRA) collaborates with US Consultant Relations to support commercial success with investment consultants and other professional buyers. The role partners with Investment Teams, Marketing and Product, Client Service, Business Development, and other internal teams to help US Distribution achieve its sales targets. It supports marketing and distribution of fixed income, alternatives, equities, and solution-driven strategies; coordinates consultant engagement and requests; maintains consultant strategies and Salesforce records; and works with Regional Client Advisory teams. The position requires an undergraduate degree and 2–3 years of work experience. FINRA Series 7 and 63 licenses are required within 90 days of filling the position. Candidates who have not started the CFA program are expected to pursue the CFA Charter beginning in their first year.

Requirements

• Undergraduate degree.
• 2–3 years of work experience.
• Demonstrated ability to learn complex investment and product concepts.
• Strong analytical and creative problem-solving skills.
• Excellent interpersonal, teamwork, written and verbal communication, and presentation skills.
• Strong project management, organization, and planning skills.
• Ability to meet deadlines without compromising accuracy or quality, with strong ownership of projects and tasks.
• FINRA Series 7 and Series 63 licenses are required within 90 days of filling the position.
• Candidates who have not begun the CFA program are expected to pursue the CFA Charter beginning in their first year.
• Familiarity with AI-enabled tools, or willingness to adopt AI-driven tools to improve efficiency and achieve sales targets.

Nice To Haves

• Work experience in the institutional investment management industry or an investment banking analyst program.
• Product knowledge across fixed income, equities, and alternatives.

Responsibilities

• Support the Consultant Relations team in marketing and distributing fixed income, alternatives, equities, and solution-driven strategies.
• Organize and prepare for consultant meetings, calls, on-site visits, and Voya-sponsored events.
• Coordinate with internal partners, including RFP, CPM, Marketing, and Product teams, to complete consultant requests and track them appropriately.
• Identify and implement team best practices for use across team members and regions.
• Maintain consultant strategies for each national and global firm.
• Collaborate with Regional Client Advisory teams.
• Partner with Business Management to maintain Salesforce activity and call reports, pipeline updates, and organizational information, including key contacts.
• Maintain timely and accurate data to support reporting for monthly regional CA/CR meetings and one-on-one meetings with Distribution leadership.

Benefits

• Health, dental, vision, and life insurance plans.
• 401(k) savings plan with company matching contributions up to 6%.
• Employer-paid Voya Retirement Plan cash balance benefit of 4%.
• Tuition reimbursement up to $5,250 per year.
• 20 days of paid time off.
• Nine paid company holidays.
• Flexible Diversity Celebration Day.
• 40 hours of paid volunteer time per calendar year.
• Incentive opportunities, which may include annual cash incentives, sales incentives, and/or long-term incentives, depending on the role.

What This Job Offers

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