Internal Client Relationship Manager-Retirement

godirect; Massachusetts; Hybrid; USD 78,000 - 97,000; Full time

Job summary

Voya Financial is seeking a client-focused professional to manage a book of business, delivering strong client satisfaction through asset retention and growth. The role emphasizes relationship management with clients, brokers, and TPAs, and requires expertise in investment topics, plan sponsor education, and collaboration with sales on presentations.

The position also involves introducing new products and services, aligning with Voya's service model, and traveling as needed to support clients

Qualifications

• Minimum of 4 years of experience in the financial services industry or 2 years in the defined contribution marketplace.
• FINRA Series 6 or 7 and Series 63 required within 90 days.
• State insurance license.
• Strong analytical, organizational, and time management skills.
• Ability to travel frequently.
• Bachelor's degree preferred.

Responsibilities

• Maintain and strengthen relationships with key clients, distribution partners, and TPAs.
• Develop business plans to identify key clients and define actions to manage those relationships.
• Consult with clients and brokers on investment topics including performance, diversification, and suitability.
• Partner with plan sponsors to design participant education campaigns to increase participation and contribution rates.
• Support sales representatives with presentations and serve as a subject matter expert on the Voya Service Model and installation process.
• Introduce and support new product and service initiatives.

Skills

Relationship management

Investment knowledge

Client communication

Travel flexibility

Education

Bachelor's degree

High School Diploma or GED

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:

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

The Contributions You'll Make:

• 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.
• Partner with plan sponsors to design participant education campaigns focused on increasing participation and contribution rates.
• 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 Knowledge & Experience:

Minimum of 4 years of experience in the financial services industry or 2 years of experience within the defined contribution marketplace.

FINRA Series 6 or 7 and Series 63 required within 90 days.

State insurance license.

Strong analytical, organizational, and time management skills.

Ability to travel frequently.

High School Diploma or GED required; bachelor's degree preferred.

Preferred Knowledge & Experience:

Additional experience supporting client relationships, defined contribution plans, or retirement plan services is valued.

How This Role Aligns to Our Core Four:

Voya's Core Four shape how we serve our customers and work together, and this role brings those expectations to life through strong client partnership and disciplined service delivery.

• 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.
• Execute on the Fundamentals: Maintain consistent, high-quality execution across implementations, ongoing service, investment discussions, and new product or service initiatives.

Compensation Pay Disclosure:

Voya is committed to pay that's fair and equitable, which means comparable pay for comparable roles and responsibilities.

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

$77,580 - $96,980 USD

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