Client Relationship Manager - Northwest

Voya Financial•Seattle, WA

About The Position

The Client Relationship Manager (CRM) is an individual contributor responsible for delivering a service strategy that meets or exceeds client expectations. Success is measured through client satisfaction, retention, and plan optimization. The CRM builds trusted client relationships, provides consultative guidance on retirement plan strategy and investments, and leads cross-functional teams in delivering solutions for client and participant needs. Candidates must reside in the Northwest region of the United States to cover the assigned client territory. The role requires approximately 25–40% travel, depending on client and business needs. The CRM develops strategic recommendations based on plan data and industry trends, leads service teams in executing client strategies, manages retention and contract work, and identifies opportunities for growth and cross-sale. The role also contributes to new-business sales efforts and presents Voya’s solutions and value proposition to prospective clients.

Requirements

At least 6 years of experience in client service relationship management for defined contribution plans.
Bachelor’s degree or equivalent retirement services work experience.
FINRA Series 6 or 7 and Series 63 licenses.
Retirement industry experience.
Strong understanding of tax-exempt retirement plans and a solid investment background.
Strong client relationship management skills.
Strong interpersonal, presentation, and negotiation skills.
Excellent verbal and written communication skills.
Ability to travel approximately 25–40% of the time nationwide.
Must reside in the Northwest region of the United States.

Nice To Haves

Experience supporting governmental or tax-exempt retirement plan clients.

Responsibilities

Build trust-based relationships with client stakeholders, including senior executives, Treasury, Human Resources, Benefits, advisors, and third-party administrators.
Attend Plan Investment and Administrative Committee meetings, as appropriate.
Analyze plan data and industry trends to develop recommendations regarding plan design, products, investments, and participant engagement.
Lead Voya’s cross-functional service team in executing client strategies and reporting effectiveness against agreed-upon metrics.
Drive client retention and manage RFIs, RFPs, and benchmarking exercises for existing clients.
Lead contract negotiations, including pricing strategy, contract preparation and execution, and Service Level Agreements.
Use consultative engagement to understand clients’ labor and benefits strategies and align solutions with their needs.
Partner with internal teams to set implementation dates, define project scope and requirements, negotiate project costs, and manage delivery expectations.
Identify organic growth and cross-sale opportunities, working across the organization to develop, position, close, and implement solutions.
Contribute to RFP responses and participate in the sales process for new Retirement business.
Maintain a strong understanding of Voya’s offerings and present solutions to prospective clients, clearly communicating Voya’s differentiated value proposition.
Use available automation, AI, and analytical capabilities responsibly to support plan analysis, identify trends, and improve process efficiency.
Maintain disciplined execution across contracts, pricing, Service Level Agreements, implementation commitments, investment discussions, and other client deliverables.

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, such as annual cash incentives, sales incentives, and/or long-term incentives, depending on the role.

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