Mid-Market Retirement Plan Relationship Manager (Remote)

Voya Financial, Inc.

Portland (ME)

Remote

USD 100,000 - 157,000

Full time

38 hours ago
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Benefits offered by this job

Health insurance
401(k) matching
Paid time off
Tuition reimbursement

Job summary

Voya Financial, Inc. is seeking a Client Relationship Manager (CRM) to deliver on our service strategy, building trusted relationships with client executives and stakeholders across influence points.

The CRM will lead cross-functional teams to meet client expectations, retain contracts, and drive plan enhancements. The role requires 6+ years in defined contribution client service, strong investment and 401(k) knowledge, and excellent communication skills.

Qualifications

  • 6+ years of experience in client service relationship management for defined contribution plans.
  • State insurance license must be obtained within 60 days of hire.
  • Strong understanding of 401(k) plans and investment background.
  • Strong client management experience and skills.
  • Excellent verbal and written communications skills.
  • Travel – 35–50% of time; locations – nationwide.

Responsibilities

  • Relationship management with client key stakeholders, including executives, HR, and brokers.
  • Retain clients and manage RFIs, RFPs, and benchmarking for clients; negotiate contracts and SLAs.
  • Coordinate internal resources for client enhancement projects and implementation.
  • Identify business opportunities for organic growth and cross-sell Voya products.

Skills

Relationship management
Client management
Negotiation
Communication skills
Interpersonal skills
Presentation skills

Education

Bachelor’s Degree or equivalent
FINRA licenses (6/7 and 63)

Job description

Voya Financial, Inc. is seeking a Client Relationship Manager (CRM) to deliver on our service strategy, building trusted relationships with client executives and stakeholders across influence points.

The CRM will lead cross-functional teams to meet client expectations, retain contracts, and drive plan enhancements. The role requires 6+ years in defined contribution client service, strong investment and 401(k) knowledge, and excellent communication skills.

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