Client Relationship Manager - Southeast

Voya Financial • Atlanta, GA

10d • $100,000 - $150,000

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, depending on client and business needs.

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.
• Must reside in the Southeast region of the United States.

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.
• 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.

Benefits

• Health, dental, vision, and life insurance plans.
• 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.
• Paid time off, including 20 days, nine paid company holidays, and a 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, based on the role and achievement of annual performance objectives.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level