Client Relationship Manager - 401k

Voya Financial • Chicago, IL

8d

About The Position

Responsible for new business implementation, asset retention and growth, and client satisfaction for an assigned book of business. The role maintains and strengthens relationships with key clients, distribution partners, and third-party administrators; develops relationship management plans; advises clients and brokers on investment issues; and works with plan sponsors on participant education. The Client Relationship Manager also supports sales representatives and new product and service initiatives.

Requirements

• Bachelor’s degree preferred or equivalent work experience.
• At least 4 years of experience in the financial services industry, or 2 years of experience within the defined contribution marketplace.
• FINRA Series 6 or 7 and Series 63 licenses.
• State insurance license.
• Strong analytical, organizational, and time management skills.
• Ability to travel frequently.

Nice To Haves

• Bachelor’s degree.

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.
• Support new business implementation, asset retention and growth, and client satisfaction for an assigned book of business.

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 (4%).
• 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, including annual cash incentives, sales incentives, and/or long-term incentives, based on role and achievement of annual performance objectives.

What This Job Offers

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