Client Relationship Manager Mid - Market

Voya Financial • Nashville, TN

1d • $100,070 - $157,470 • Remote

About The Position

The Client Relationship Manager (CRM) is an individual contributor responsible for ensuring that the delivery of our service strategy exceeds and/or meets our clients’ expectations. CRM is measured on client satisfaction, retention and plan optimization. This position is work from home in a location that can cover the designated territory that the delivery of our service strategy exceeds and/or meets our clients and advisor. This position can sit in a major metro area, preferred locations, GA, NC, SC, FL, TX, AZ, CA, CO, MN, IL, IN, IA, WI, MI.

Requirements

• 6+ years of experience in client service relationship management for defined contribution plans
• Industry certifications and FINRA series 6 or 7 and 63 licensing will be required
• Strong understanding of retirement plans both corporate and tax exempt as well as a solid investment background
• Strong Client Management experience and skills
• Strong interpersonal, presentation, and negotiation skills
• Excellent verbal and written communications skills
• Bachelor’s Degree or equivalent

Responsibilities

• Meets with client key stakeholders to develop trust-based relationships within client organizations, including Senior Executives, Treasury, Human Resources, Benefits, Advisors, and TPAs.
• Consults with clients and brokers on investment issues including performance, diversification, style, and suitability.
• Attends Plan Investment and Administrative Committee meetings as appropriate.
• Analyzes plan data and industry trends and develops a strategic plan around plan design, product, and participant engagement solutions to meet clients’ needs.
• Leads Voya’s cross-functional service team to execute against the plan and report on effectiveness based on agreed-to metrics.
• Responsible for client retention and manages RFIs, RFPs, and benchmarking exercises for clients.
• Manages contract negotiations for existing clients.
• Responsible for pricing strategy, contract preparation and signing.
• Negotiates appropriate Service Level Agreements.
• Through consultative engagement works with clients to understand their labor and benefits strategies.
• Analyzes plan data and industry trends and develops a strategic plan of plan design, product and participant engagement solutions to meet those needs.
• Leads Voya’s cross-functional service team to execute against the plan.
• Works with internal teams to establish live dates and scope out the project details.
• Responsible for negotiating project costs to clients and managing expectations concerning implementation dates.
• Identifies business opportunities for both organic growth and cross-sale of other Voya products and solutions and works within the Voya organization to develop, position, close and implement these solutions.
• Contributes to the development of RFP responses and participates in the sales process for new Retirement business.
• Fully understands all details of Voya’s offering for potential clients, and presents them in a way that best positions Voya to highlight its differentiated value proposition.

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