[Hiring] Mid-Market Client Relationship Manager @Voya Financial

Role Description

This position can be work at home or any Voya location. The Client Relationship Manager (CRM) is an individual contributor responsible for ensuring that the delivery of our service strategy exceeds and/or meets our clients’ expectations. CRM is measured on client satisfaction, retention and plan optimization.

• Relationship Management:
  • Meets with client key stakeholders to develop trust-based relationships within client organizations, including Senior Executives, Treasury, Human Resources, Benefits, Advisors, and TPAs.
  • Consults with clients and brokers on investment issues including performance, diversification, style and suitability.
  • Attends Plan Investment and Administrative Committee meetings as appropriate.
  • Analyzes plan data and industry trends and develops a strategic plan around plan design, product and participant engagement solutions to meet clients’ needs.
  • Leads Voya’s cross-functional service team to execute against the plan and report on effectiveness based on agreed-to metrics.
• Client Retention and Contract Negotiations:
  • Responsible for client retention and manages RFIs, RFPs, and benchmarking exercises for clients.
  • Manages contract negotiations for existing clients.
  • Responsible for pricing strategy, contract preparation and signing.
  • Negotiates appropriate Service Level Agreements.
• Project Management:
  • Responsible for coordinating internal resources for client enhancement project work.
  • Works with internal teams to establish live dates and scope out the project details.
  • Responsible for negotiating project costs to clients and managing expectations concerning implementation dates.
• Client Growth:
  • Identifies business opportunities for both organic growth and cross-sale of other Voya recordkeeping products.
  • Works within the Voya organization to develop, position, close and implement these solutions.
  • Contributes to the development of RFP responses and participates in the sales process for new 401(k) business.
  • Fully understands all details of Voya’s recordkeeping offering for potential clients, and presents them in a way that best positions Voya to highlight its differentiated value proposition.

Qualifications

• 6+ years of experience in client service relationship management for defined contribution plans
• State insurance license must be obtained within 60-days of hire
• Strong understanding of 401(k) plans as well as a solid investment background
• Strong Client Management experience and skills
• Strong interpersonal, presentation, and negotiation skills
• Excellent verbal and written communications skills
• Bachelor’s Degree or equivalent
• Travel – 35 – 50% of time; Locations – Nation-wide
• This position is work from home in a location that can cover the designated territory
• Industry certifications and FINRA series 6 or 7 and 63 licensing required
• Prefer West and Southeast, but open to Northeast, South, Mid-Atlantic

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

Critical Skills

• Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
• Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.
• Team Mentality: Partnering effectively to drive our culture and execute on our common goals.
• Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions.
• Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.

Equal Employment Opportunity

Voya Financial is an equal-opportunity employer. Voya Financial provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any other status protected by state or local law.

Reasonable Accommodations

Voya is committed to the inclusion of all qualified individuals. As part of this commitment, Voya will ensure that persons with disabilities are provided reasonable accommodations.