Internal Client Relationship Manager-Retirement
About The Position
This role is responsible for new business implementation, asset retention, asset growth, and client satisfaction across an assigned book of business. The manager maintains and strengthens relationships with clients, distribution partners, and third-party administrators, and develops business plans to manage key client relationships. The position consults with clients and brokers on investment topics and partners with plan sponsors on participant education campaigns. It also supports sales representatives with presentations and subject-matter expertise on Voya's service model, installation process, ongoing service, and procedures, while introducing and supporting new product and service initiatives. The role supports Voya's Core Four through responsive client partnership, responsible use of available automation and AI tools, collaboration with colleagues and business partners, and consistent execution. Frequent travel is required.
Requirements
- 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, required within 90 days.
- State insurance license.
- Strong analytical, organizational, and time management skills.
- Ability to travel frequently.
- High school diploma or GED.
Nice To Haves
- Bachelor’s degree.
- Additional experience supporting client relationships, defined contribution plans, or retirement plan services.
Responsibilities
- Maintain and strengthen relationships with key clients, distribution partners, and third-party administrators (TPAs).
- Develop business plans identifying key clients and action steps to manage those relationships effectively.
- Consult with clients and brokers on investment topics, including performance, diversification, investment style, and suitability.
- Partner with plan sponsors to design participant education campaigns focused on increasing participation and contribution rates.
- Support sales representatives with 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.
- Use available automation and AI tools responsibly to improve the quality and efficiency of client support, analysis, and preparation.
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, which may include annual cash incentives, sales incentives, and/or long-term incentives, depending on the role.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
