Internal Client Relationship Manager-Retirement

Voya Financial

East Windsor Hill (CT)

On-site

USD 90,000 - 120,000

Full time

7 days ago
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Benefits offered by this job

Health, dental, vision, and life plans
Retirement plan (4% cash balance)
Tuition reimbursement
Paid time off and holidays

Job summary

Voya Financial, Inc. is seeking a role focused on new business implementation, asset retention, growth, and client satisfaction across an assigned book of business. You will maintain relationships with clients and TPAs, develop strategic plans, and advise on investments while supporting sales with compelling presentations.

The role requires travel, strong analytical and organizational skills, and a BS preferred. Prior experience in defined contribution services is valued.

Qualifications

  • Maintain and strengthen relationships with clients, distribution partners, and TPAs.
  • Develop business plans identifying key clients and actions to manage relationships.
  • Consult with clients and brokers on investment topics including performance and suitability.
  • Travel frequently and support sales with presentations and product initiatives.

Responsibilities

  • Maintain and strengthen relationships with key clients, distribution partners, and TPAs.
  • Develop business plans that identify key clients and define action steps.
  • Consult with clients and brokers on investment topics, including performance, diversification, and suitability.
  • Support sales representatives with presentations and serve as a subject matter expert.
  • Introduce and support new product and service initiatives.

Skills

Relationship management
Financial analysis
Presentation support
Travel readiness
Communication

Education

High School Diploma or GED
Bachelor’s degree preferred

Job description

Company Purpose

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. 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. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision.

Role Overview

This role is responsible for new business implementation, asset retention, asset growth, and client satisfaction across an assigned book of business.

  • Maintain and strengthen relationships with key clients, distribution partners, and third-party administrators (TPAs).
  • Develop business plans that identify key clients and define action steps to effectively manage those relationships.
  • Consult with clients and brokers on investment topics, including performance, diversification, investment style, and suitability.
  • Support sales representatives with presentations and serve as a subject matter expert on topics such as the Voya Service Model, installation process, ongoing service, and procedures.
  • Introduce and support new product and service initiatives.
  • Minimum of 4 years of experience in the financial services industry or 2 years of experience within the defined contribution marketplace.
  • Strong analytical, organizational, and time management skills.
  • Ability to travel frequently.
  • High School Diploma or GED required; bachelor’s degree preferred.
  • Additional experience supporting client relationships, defined contribution plans, or retirement plan services is valued.
Core Four Expectations
  • Instill Customer Obsession: Strengthen client, broker, and partner relationships by delivering responsive service and solutions that support client satisfaction, asset retention, and growth.
  • Transform with Automation/AI: Use available automation and AI tools responsibly to reduce friction and improve the quality and efficiency of client support, analysis, and preparation.
  • Drive Higher Performance Through Our People: Partner effectively with sales representatives, plan sponsors, distribution partners, and TPAs to create clarity and deliver strong outcomes.
  • Maintain consistent, high-quality execution across implementations, ongoing service, investment discussions, and new product or service initiatives.
Salary

The below annual base salary range reflects the expected hiring range(s) for this position in the location(s) listed. 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.

Benefits

Voya benefits are designed to help you do just that. To help you and your family be well and stay well.

  • Health, dental, vision and life insurance plans
  • ~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.
  • ~ Customer Focused : Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
  • Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.
  • Appreciation and understanding of the financial services industry in order to make sound business decisions.

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.

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.

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