Client Relationship Manager - Southeast

NAC Voya Services Company; Atlanta (GA); On-site; USD 90,000 - 140,000; Full time

Job summary

Voya Financial is seeking a Client Relationship Manager (CRM) who will deliver a service strategy that meets client expectations and drives retention. You will build trusted relationships with executives, provide retirement plan guidance, and lead cross-functional teams to implement solutions that support client and participant needs.

The role requires 25-40% travel and residence in the Southeast US to cover assigned territories.

Qualifications

• 6+ years of client service relationship management in defined contribution/retirement services.
• Bachelor's degree or equivalent retirement services work experience.
• FINRA Series 6 or 7 and Series 63 licensing.
• Retirement industry experience; strong investment background.

Responsibilities

• Build trust-based relationships with key client stakeholders, including executives and TPAs.
• Attend Plan Investment and Administrative Committee meetings when appropriate.
• Analyze plan data and trends to advise on design, products, investments, and participant engagement.
• Lead cross-functional service teams to deliver on client strategies and measure outcomes.
• Drive client retention, manage RFIs/RFPs, and benchmark existing plans.
• Negotiate contracts, pricing, SLAs, and ensure delivery timelines.
• Understand client labor and benefits strategies to tailor solutions.
• Coordinate with internal teams to set implementation dates and project scope.
• Identify opportunities for organic growth and cross-sell Voya products.
• Contribute to RFP responses and support new Retirement business efforts.
• Present Voya offerings clearly to prospective clients, highlighting differentiated value.

Skills

Client relationship management

Financial services

Consultative communication

Travel willingness

Education

Bachelor's degree or equivalent retirement services experience

Job description

Together we fight for everyone's opportunity for a better financial future.

We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone's access to opportunities. The status quo is not good enough ... we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today.

Like our Purpose Statement, Voya believes in being bold and committed to action. We are committed to a work environment where the differences that we are born with - and those we acquire throughout our lives - are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision.

Are you ready to join a company with a strong purpose and a winning culture?

Get to Know the Opportunity:

The Client Relationship Manager (CRM) is an individual contributor responsible for delivering a service strategy that meets or exceeds client expectations. Success in this role is measured through client satisfaction, retention, and plan optimization. The CRM builds trusted relationships with clients, provides consultative guidance on retirement plan strategy and investments, and leads cross-functional teams in delivering solutions that support client and participant needs.

Candidates must reside in the Southeast region of the United States to effectively cover the assigned client territory. This position requires approximately 25-40% travel based on client and business needs.

The Contributions You'll Make:

• Build trust-based relationships with key client stakeholders, including senior executives, Treasury, Human Resources, Benefits, advisors, and third-party administrators (TPAs).
• Attend Plan Investment and Administrative Committee meetings, as appropriate.
• Analyze plan data and industry trends to develop strategic recommendations related to plan design, products, investments, and participant engagement.
• Lead Voya's cross-functional service team in executing client strategies and reporting effectiveness against agreed-upon metrics.
• Drive client retention efforts and manage RFIs, RFPs, and benchmarking exercises for existing clients.
• Lead contract negotiations, including pricing strategy, contract preparation and execution, and appropriate Service Level Agreements.
• Use consultative engagement to understand clients' labor and benefits strategies and align solutions to their needs.
• Partner with internal teams to establish implementation dates, define project scope and requirements, negotiate client project costs, and manage expectations regarding delivery timelines.
• Identify opportunities for organic growth and cross-sale of Voya products and solutions, working across the organization to develop, position, close, and implement appropriate solutions.
• Contribute to RFP responses and participate in the sales process for new Retirement business.
• Maintain a strong understanding of Voya's offerings and present solutions to prospective clients in a way that clearly communicates Voya's differentiated value proposition.

Minimum Knowledge & Experience:

• 6+ years of experience in client service relationship management for defined contribution plans.
• Bachelor's degree or equivalent retirement services work experience.
• FINRA Series 6 or 7 and Series 63 licensing.
• Retirement industry experience.
• Strong understanding of tax-exempt retirement plans, along with a solid investment background.
• Strong client relationship management skills.
• Strong interpersonal, presentation, and negotiation skills.
• Excellent verbal and written communication skills.
• Ability to travel approximately 25-40% of the time nationwide.

Preferred Knowledge & Experience:

• Experience supporting governmental or tax-exempt retirement plan clients.

How This Role Aligns to Our Core Four:

• Instill Customer Obsession: Build trusted relationships with clients and translate their retirement, benefits, and participant needs into strategies and solutions that strengthen satisfaction, plan outcomes, and retention.
• Transform with Automation/AI: Use available automation, AI, and analytical capabilities responsibly to support plan analysis, identify trends, and make client and cross-functional processes more efficient.
• Drive Higher Performance Through Our People: Lead cross-functional service teams with clear prioriti