Relationship Manager Jobs

About The Position

Requirements

• 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 Northwest 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 (TPAs).
• Attend Plan Investment and Administrative Committee meetings, as appropriate.
• Analyze plan data and industry trends to develop strategic recommendations concerning 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 improve client and cross-functional process efficiency.
• Maintain disciplined execution across contracts, pricing, Service Level Agreements, implementation commitments, investment discussions, and other client deliverables.

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 of 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, based on the role and achievement of annual performance objectives.