Internal Client Relationship Manager-Retirement

Voya Financial, Inc.; Phoenix (AZ); On-site; USD 63,000 - 106,000; Full time

Benefits offered by this job

Health insurance

401(k) Savings plan with company match

Cash balance retirement plan (employer

Tuition reimbursement

Paid time off and holidays

Volunteer time

Job summary

Voya Financial, Inc. in the United States seeks a role focused on new business implementation, asset retention, growth, and client satisfaction across a defined book of business.

You will maintain relationships with clients, brokers, and TPAs while designing education campaigns and supporting sales with expert service knowledge. The position requires financial services experience, licenses (FINRA Series 6/7, Series 63 within 90 days) and travel ability; a Bachelor’s degree is preferred.

Qualifications

• Minimum of 4 years in financial services or 2 years in defined contribution marketplace.
• FINRA Series 6 or 7 and Series 63 within 90 days.
• State insurance license.
• Strong analytical, organizational and time management skills.
• Ability to travel frequently.
• High School Diploma or GED; bachelor’s degree preferred.

Responsibilities

• Maintain and strengthen relationships with clients, brokers, and TPAs.
• Develop business plans to identify key clients and actions.
• Consult with clients and brokers on investment topics (performance, diversification, suitability).
• Partner with plan sponsors to design participant education campaigns.
• Support sales reps with presentations and serve as subject matter expert on service model and process.
• Introduce and support new product and service initiatives.

Skills

Customer focus

Critical thinking

Team mentality

Business acumen

Learning agility

Education

Bachelor’s degree preferred

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.

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.

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.

$63,470 - $105,800 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 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

Critical Skills

At Voya, we have identified the following critical skills which are key to success in our culture:

• 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.

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