Client Relationship Manager - 401k

Voya Financial • Chicago, IL

9d • $99,090 - $123,860

About The Position

The Client Relationship Manager is responsible for new business implementation, asset retention, asset growth, and client satisfaction for an assigned book of business. The role maintains relationships with clients, distribution partners, and third-party administrators (TPAs), and consults with clients and brokers on investment matters. It also supports participant education, sales presentations, and the introduction of new products and services.

Requirements

• At least 4 years of experience in the financial services industry or 2 years of experience in the defined contribution marketplace.
• FINRA Series 6 or 7 and Series 63.
• State insurance license.
• Strong analytical, organizational, and time-management skills.
• Ability to travel frequently.

Nice To Haves

• Bachelor’s degree or equivalent work experience.

Responsibilities

• Maintain and strengthen relationships with key clients, distribution partners, and TPAs.
• Develop business plans that identify key clients and outline action steps for managing those relationships.
• Consult with clients and brokers on investment issues, including performance, diversification, style, and suitability.
• Work with plan sponsors to design participant education campaigns intended to increase participation and contribution rates.
• Assist sales representatives with sales presentations and serve as a subject matter expert on the Voya Service Model, installation process, ongoing service, and procedures.
• Introduce and support new product and service initiatives.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed