Strategic Relationship Manager

Voya Financial • Los Angeles, CA

20h

About The Position

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action. We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision. Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage – Apply Now Fully responsible within Tax‐Exempt Markets (TEM) for the relationship management engagement with large plan sponsors (in excess of $100 million in AUM/AUA), primarily in the Western United States. Responsible for developing and executing initiatives intended to meet plan retention and growth goals. Day to day activities include, but are not limited to the following:

Requirements

• Bachelors Degree or equivalent, MBA a plus
• 6+ years proven client relationship management skills
• Excellent verbal and written communication skills
• Strong presentation skills
• Strong problem solving skills
• In‐depth knowledge of financial products and services, preferably within institutional retirement services market
• Series 6/63 required
• Salesforce.com or comparable CRM database experience a plus

Nice To Haves

• Professional designations (i.e, CEBS,ChFC,CFP,AIF, etc.) a plus, but not required

Responsibilities

• Develop and executive business plan and strategy for strengthening, growing and retaining large client relationships in the Government, Healthcare and Public Higher Education market
• Enhance existing client relationships, including promoting the sale of products and cross-selling initiatives to targeted plan sponsors and to develop trust-based relationships with multiple levels within client organization.
• Proactively contact clients to provide advice, planning and support outside of day-to-day and “standard” recordkeeping needs.
• Initiate activity that aligns with revenue and profitability targets within TEM organization
• Understand drivers and develop action plan, as appropriate, to ensure client satisfaction.
• Coordinate all resources and other relationship touch points when situation calls for cross organization collaboration involving sales, marketing, investments, customer service and operations teams.
• Lead finals presentations, client meetings, requests for proposals and where needed
• Build and maintain relationships with third party consultants and advisors
• Other duties as assigned.

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

What This Job Offers

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