Internal Client Relationship Manager - Retirement

Yesterday

🇺🇸 United States – Remote

🌵 Arizona – Remote

Although this job is listed in Arizona, this company may be open to hiring remote in other states.

🏄 California – Remote

Although this job is listed in California, this company may be open to hiring remote in other states.

+2 more states

🌵 Arizona – Remote 🏄 California – Remote 🌲 Oregon – Remote ⛷️ Utah – Remote

💵 $60.5k - $100.8k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

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Voya Financial

WebsiteLinkedInAll Job Openings

Retirement • Investments • Insurance

5001 - 10000 employees

Founded 1998

💸 Finance

Description

• The Internal Client Relationship Manager (CRM) is responsible for Voya’s relationships with Corporate Retirement Plan Sponsors, Financial Advisors and Third Party Administrators (TPAs). • The CRM manages a book of business comprised of small and mid-sized companies and is responsible for overall client satisfaction, retention and relationship expansion. • 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.

Requirements

• 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 • Preferred: client management experience with knowledge of plan design features for 401(k) and non-qualified, ERISA plans, legal and regulatory framework, industry trends • Preferred: consultative and negotiation skills, demonstrate strong verbal and written communications skills • Preferred Knowledge & Experience: Bachelor’s degree preferred or equivalent work experience

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