Voya Financial · 2 hours ago
Client Relationship Consultant
Hartford, CT
Full-time
Hybrid
Mid, Senior Level
$60K/yr - $101K/yr
7+ years expVoya Financial is committed to providing opportunities for a better financial future for everyone. They are seeking a Client Relationship Consultant to manage and oversee implementation projects in the Be Ready program for new and existing plan sponsors, ensuring successful project rollout and support post-implementation.
Financial Services
Responsibilities
Lead project implementation efforts for successful rollout of Be Ready program and services to new and existing clients
Manage project initiation, data gathering and planning, and program implementation across multiple projects
Review for success after initial implementation and make program adjustments as necessary to fit client and advisor needs
Provide support on project management work and effectively collaborate with various internal / external business partners (Relationship Managers, Communication Managers, Financial Advisors, marketing, etc.) to ensure a successful and timely implementation of program services
Collaborate directly with plan sponsors, relationship managers, and communication managers, to determine type of program services needed
Work with financial advisors and internal business partners to determine resources to be assigned for a successful implementation and support and maintenance required for an effective program
Develop and manage project plans for execution of multiple tasks associated with each implementation project, ensure target date deliverables, and project resource and event management
Conduct ongoing meetings with all involved parties to monitor the progress of new implementation projects and on existing Be Ready programs and resolve any issues that may impede the progress (program success)
Play in active relationship management role with the plan sponsor and advisors to maintain ongoing engagements and program effectiveness
Provide support as a SME to financial advisors and admin assistants through pre/post engagement and systems training for proper tracking and reporting
Generate and provide reporting to internal and external parties
Other duties as assigned
Qualification
Required
Minimum 7 years business experience with 2+ years' experience in Retirement Plans required
Experience interacting with members of management other than direct Manager in work situations
Excellent interpersonal and written communication skills
Proficient in various desktop and internet based applications
Strong organizational, analytical and problem-solving skills
Strong Time Management skills
Independent self-starter who thinks proactively
Preferred
College degree or equivalent experience preferred
At least 3 + years' experience managing or playing a major role in corporate projects (including systems projects) preferred
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
Company
Voya Financial
Voya Financial is a financial services company that specializes in the fields of retirement, investments, and insurance.
5001-10000 employees
H1B Sponsorship
Voya Financial has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (4)
2023 (2)
2022 (1)
2021 (5)
2020 (1)
Funding
Current Stage
Public CompanyTotal Funding
unknown2018-06-01Acquired
2013-05-02IPO
Leadership Team
Heather Lavallee
Chief Executive Officer
Michael Katz
Executive Vice President, Chief Financial Officer
Recent News
Coverager - Insurance news and insights
2025-12-24
2025-12-10
2025-12-09
Company data provided by crunchbase