Consultant Relations Associate — Hybrid Growth & Strategy

Voya Financial, Inc.

New York (NY)

Hybrid

USD 80,000 - 95,000

Full time

4 days ago
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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

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

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