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Company

Voya Financial · 9 hours ago

Internal Client Relationship Manager-Retirement

United States

Full-time

Remote

Mid Level

$60K/yr - $101K/yr

4+ years exp

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Hiring Manager

Tammy Burm

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Responsibilities

Form, maintain and strengthen relationships with key clients, distribution partners and TPAs

Develop and manage business plans that identify key clients and advisors and list action steps to strengthen those relationships

Responsible for client retention and manages pricing strategy, RFIs, RFPs, and benchmarking exercises for client portfolio. Manage negotiations for existing clients.

Identifies business opportunities for both organic growth and across Voya. Work within the Voya organization to develop, position, and implement these solutions. Consult with clients and financial advisors on investment issues including performance, diversification, style and suitability

Work with plan sponsors to design participant education campaigns that drive increased participation and contribution rates and improve overall plan health.

The successful candidate will possess strong analytical and time management skills, have an attention to detail, and take ownership for resolving client and advisor issues.

Other essential attributes include solid organizational skills, responsive client-driven attitude, goal oriented and the ability to work well independently

Qualification

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Client managementDefined contribution knowledgeFINRA Series 6Series 63State insurance licenseBusiness acumenTeam mentality

Required

Minimum of 4 years of experience in the financial services industry or 2 years within the defined contribution marketplace

FINRA series 6 required. Must obtain series 63 and State insurance license within 90 days.

Demonstrate knowledge of defined contribution financial products and services

The individual must be available to work West Coast hours.

Form, maintain and strengthen relationships with key clients, distribution partners and TPAs

Develop and manage business plans that identify key clients and advisors and list action steps to strengthen those relationships

Responsible for client retention and manages pricing strategy, RFIs, RFPs, and benchmarking exercises for client portfolio. Manage negotiations for existing clients.

Work with plan sponsors to design participant education campaigns that drive increased participation and contribution rates and improve overall plan health.

The successful candidate will possess strong analytical and time management skills, have an attention to detail, and take ownership for resolving client and advisor issues.

Other essential attributes include solid organizational skills, responsive client-driven attitude, goal oriented and the ability to work well independently

Preferred

client management experience with knowledge of plan design features for 401(k) and non-qualified, ERISA plans, legal and regulatory framework, industry trends

consultative and negotiation skills

demonstrate strong verbal and written communications skills

Bachelor’s degree preferred or equivalent work experience