Associate Consultant Relations Advisor

Voya Financial, Inc.; New York (NY); Hybrid; USD 80,000 - 95,000; Full time

Benefits offered by this job

Health insurance

401(k) plan with company matching

Tuition reimbursement

Paid time off

Volunteer time

Job summary

Voya Financial, Inc. is seeking an Associate Consultant Relations Advisor (ACRA) to collaborate with US Consultant Relations to drive commercial success with Investment Consultants and other professional buyers.

You will partner with Investment Teams, Marketing & Product, Client Service and Business Development to enable US Distribution to achieve sales targets. Responsibilities include organizing meetings and events, coordinating requests, and maintaining Salesforce data for reporting and

Qualifications

• Undergraduate degree with 2-3 years of work experience in institutional investment management or equivalent.
• Ability to learn complex investment concepts with strong analytical and problem-solving skills.
• Excellent interpersonal, teamwork, written and verbal communication, and presentation skills.
• Strong project management and ability to meet deadlines with accuracy.
• FINRA Series 7 and 63 licenses required within 90 days of hire.
• Candidates will be expected to pursue the CFA Charter beginning in their first year.
• Familiarity with AI-enabled tools or willingness to adopt them to enhance sales targets.

Responsibilities

• Support the CR team to market Fixed Income, Alternatives, Equities and Solution-driven strategies.
• Organize and prepare for consultant meetings, calls, on-sites, and Voya-sponsored events.
• Coordinate with internal partners to complete consultant requests and track progress.
• Identify and implement best practices for use across the team and regions.
• Maintain consultant strategy for national and global firms.
• Collaborate with Regional Client Advisory teams.
• Partner with Business Management to maintain Salesforce activities, pipeline updates, and key contacts.
• Ensure timely data to support monthly regional CA/CR meetings and leadership briefings.

Skills

Investment knowledge

Analytical skills

Presentation skills

Interpersonal skills

Project management

AI tools familiarity

Education

Undergraduate degree

Tools

FINRA Series 7

FINRA Series 63

CFA candidate

Job description

Get to Know the Opportunity

The Associate Consultant Relations Advisor's (ACRA) primary objective is to collaborate with US Consultant Relations (\\"CR\\") to drive commercial success with Investment Consultants and other Professional Buyers. ACRAs need to effectively partner with Investment Teams, Marketing & Product, Client Service and Business Development to enable US Distribution to achieve its sales targets.

The Contributions You Will Make

• Provide support to the Consultant Relations team to cover marketing and distribution of Fixed Income, Alternatives, Equities and Solution-driven strategies.
• Organize and prepare for consultant meetings, calls, on-sites, and Voya-sponsored events.
• Coordinate with internal partners (e.g., RFP, CPM, Marketing, Product teams) to complete consultant requests and track appropriately.
• Identify and implement best practices on the team for utilization across all team members and regions.
• Maintain consultant strategy for each national and global firm.
• Collaborate with Regional Client Advisory teams.
• Partner with Business Management to maintain in Salesforce all activities/call reports, pipeline updates, and organizational information including key contacts.
• Ensure timely and accurate data to allow proper reporting for monthly regional CA/CR meetings and one-on-one meetings with the leadership of Distribution.

Minimum Knowledge and Experience

Undergraduate degree with 2-3 years of work experience, preferably within the institutional investment management industry or in an investment banking analyst program; product knowledge across Fixed Income, Equities and Alternatives is preferred.

Demonstrated ability to learn complex investment/product concepts, with strong analytical and creative problem-solving skills.

Excellent interpersonal, teamwork, written and verbal communication, and presentation skills.

Strong project management, organization, and planning skills, with a demonstrated ability to meet deadlines without compromising accuracy or quality; strong ownership of projects and tasks.

FINRA Series 7 and 63 licenses are required within 90 days of filling the position.

Candidates who have not begun the CFA program will be expected to pursue the CFA Charter beginning in their first year.

Familiarity with AI-enabled tools – experience using or willingness to adopt AI-driven tools to enhance efficiency and achieve sales targets.

Compensation Pay Disclosure

$80,000 to $95,000 USD

In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Voya Financial is willing to pay at the time of this posting. Actual compensation offered may vary from the posted salary range based upon the candidate’s geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.

Be Well. Stay Well.

Voya provides the resources that can make a difference in your lives. To us, this means thriving physically, financially, socially and emotionally.

Voya benefits are designed to help you do just that. That’s why we offer an array of plans, programs, tools and resources with one goal in mind: To help you and your family be well and stay well.

What We Offer

• 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

Learn more about Voya benefits (download PDF)

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.

Learn more about Critical Skills

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. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please reference resources for applicants with disabilities.

Misuse of Voya's name in fraud schemes

Voya Financial, Inc., is a leading retirement, employee benefits and investment management company. Voya's services and solutions help clear the path to financial confidence and a more fulfilling life for individual, workplace and institutional clients, supporting more than 18 million customer relationships.

Great Place to Work

Certified by the Great Place to Work Institute as a Great Place to Work for the 10th consecutive year, Voya is equally committed to conducting business in a way that is socially, environmentally, economically and ethically responsible. Voya's culture is proudly recognized by multiple organizations. For more information visit https://www.voya.com/ Voya's values serve as our compass, bringing together our culture, performance, brand, vision, strategy and corporate responsibility activities. Our values guide our decision-making and behaviors allowing us to deliver worth to our customers, distribution partners, shareholders and each other. With a lens on balance, health and welfare, our work environment offers flexibility. The majority of our roles have adopted a hybrid schedule - working some days in the office and some days remotely, providing flexibility for work-life balance and still allowing the benefit of in-person collaboration. Some functions will continue to be 100% on-site and others may be fully remote, depending on business needs.

We care

We do the right thing. We have customer passion. We have a winning spirit.

Voya's culture is proudly recognized by multiple organizations.