Associate Consultant Relations Advisor

Voya Financial • New York, NY

6d

About The Position

The Associate Consultant Relations Advisor (ACRA) collaborates with U.S. Consultant Relations to support commercial success with investment consultants and other professional buyers. The role partners with Investment Teams, Marketing and Product, Client Service, and Business Development to help U.S. Distribution achieve its sales targets. It supports the marketing and distribution of Fixed Income, Alternatives, Equities, and solution-driven strategies, and helps maintain consultant relationships, strategy, and accurate activity and pipeline information.

Requirements

• Undergraduate degree.
• Two to three 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, with the ability to meet deadlines without compromising accuracy or quality.
• Strong ownership of projects and tasks.
• FINRA Series 7 and 63 licenses 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 enhance 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 covering marketing and distribution of Fixed Income, Alternatives, Equities, and solution-driven strategies.
• Organize and prepare for consultant meetings, calls, on-sites, 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 strategy for each national and global firm.
• Collaborate with Regional Client Advisory teams.
• Partner with Business Management to maintain Salesforce activities and call reports, pipeline updates, and organizational information, including key contacts.
• Maintain timely and accurate data for reporting at 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 with a 4% cash balance contribution.
• Tuition reimbursement up to $5,250 per year.
• 20 days of paid time off, nine paid company holidays, and a 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, based on role and performance objectives.

What This Job Offers

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