RVP, Regional Client Relations
About The Position
RVP, Client Relationship Manager is a player/coach role responsible for coaching, mentoring, and training Client Relationship Managers (CRMs) while also managing a book of business comprised of small and mid-sized companies. Partner with Client Relationship Managers to act as a leader for CRMs helping to drive strategic growth and plan retention while improving the client experience. Leverage coaching/mentorship, relationship management, and training to drive improvement/maximize professional growth for CRMs on the team. Develop and execute a client strategy for your assigned book of business. Mentor individual service team members to guide performance improvement as measured by quality and service level metrics as well as field feedback and advisor satisfaction. Focus on process/procedural improvement to ensure effectiveness and efficiency in driving results and improving client satisfaction. Develop, enhance, and identify improvements to standard work. Assist in problem resolution/escalation management for CRM team by collaboratively working with the appropriate business areas. Support Continuous Improvement (CI) initiatives by leading huddles and sharing best practices. Develop and execute a strategic client strategy for your assigned book of business. Retain and grow assigned book of business. Develop and Strengthen Relationships with Advisors (Intermediaries), TPAs and Clients Introduce and Support New Product and Service Initiatives including identifying Cross Serve opportunities Consistent use of standard work for all job functions and required timely documentation in Salesforce.
Requirements
- Bachelor’s degree preferred or equivalent work experience
- Minimum of 6 years of experience in the financial services industry or 3 years within the defined contribution marketplace
- FINRA series 6 or 7 and 63 State insurance license
- Strong analytical, organizational and time management skills
- Prior leadership/management/mentorship experience a plus
Responsibilities
- Coaching, mentoring, and training Client Relationship Managers (CRMs)
- Managing a book of business comprised of small and mid-sized companies
- Driving strategic growth and plan retention
- Improving the client experience
- Developing and executing a client strategy for assigned book of business
- Mentoring individual service team members to guide performance improvement
- Focusing on process/procedural improvement
- Assisting in problem resolution/escalation management for CRM team
- Supporting Continuous Improvement (CI) initiatives
- Retaining and growing assigned book of business
- Developing and Strengthening Relationships with Advisors (Intermediaries), TPAs and Clients
- Introducing and Supporting New Product and Service Initiatives including identifying Cross Serve opportunities
- Consistent use of standard work for all job functions and required timely documentation in Salesforce
Benefits
- Health, dental, vision and life insurance plans
- 401(k) Savings plan – with generous company matching contributions (up to 6%)
- Voya Retirement Plan – employer paid cash balance retirement plan (4%)
- Tuition reimbursement up to $5,250/year
- Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day
- Paid volunteer time — 40 hours per calendar year
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
