Client Relationship Manager - Southeast

Voya Financial • Atlanta, GA

8d

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 relationships with clients, provides consultative guidance on retirement plan strategy and investments, and leads cross-functional teams in delivering solutions that support client and participant needs.

Candidates must reside in the Southeast region of the United States to cover the assigned client territory. The position requires approximately 25–40% travel based on client and business needs, with the posting also stating an ability to travel approximately 25–40% nationwide.

The role includes an annual base salary range of $100,000–$150,000 for candidates hired to work in the listed locations. Voya also offers incentive opportunities, which may include annual cash incentives, sales incentives, and/or long-term incentives, depending on the role. Actual compensation may vary based on geographic location, experience, education, licensure, and skill level.

Voya describes its purpose as supporting individuals and communities in reaching a better financial future. It emphasizes an inclusive work environment where employees’ differences are understood, valued, and intentionally pursued.

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 licensing.
• 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.
• Reside in the Southeast region of the United States to cover the assigned client territory.

Nice To Haves

• Experience supporting governmental or tax-exempt retirement plan clients.

Responsibilities

• Build trust-based relationships with key client stakeholders, including senior executives, Treasury, Human Resources, Benefits, advisors, and third-party administrators (TPAs).
• Attend Plan Investment and Administrative Committee meetings, as appropriate.
• Analyze plan data and industry trends to develop strategic recommendations related to 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 efforts and manage RFIs, RFPs, and benchmarking exercises for existing clients.
• Lead contract negotiations, including pricing strategy, contract preparation and execution, and appropriate Service Level Agreements.
• Use consultative engagement to understand clients’ labor and benefits strategies and align solutions to their needs.
• Partner with internal teams to establish implementation dates, define project scope and requirements, negotiate client project costs, and manage expectations regarding delivery timelines.
• Identify opportunities for organic growth and cross-sale of Voya products and solutions, working across the organization to develop, position, close, and implement appropriate 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 in a way that clearly communicates Voya’s differentiated value proposition.
• Use available automation, AI, and analytical capabilities responsibly to support plan analysis, identify trends, and make client and cross-functional processes more efficient.
• Lead cross-functional service teams with clear priorities and shared accountability to execute client strategies and deliver agreed-upon outcomes.
• Maintain disciplined execution across contracts, pricing, Service Level Agreements, implementation commitments, investment discussions, and other client deliverables.

Benefits

• Health insurance
• Dental insurance
• Vision insurance
• Life insurance
• 401(k) savings plan with company matching contributions up to 6%
• Employer-paid cash balance retirement plan (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, which may include 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