Northwest Retirement Plan Relationship Lead

Voya Financial, Inc.; Portland (OR); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Health, dental, vision, and life保险

401(k) with company match

Tuition reimbursement

Paid time off

Job summary

Voya Financial, Inc. is seeking a Client Relationship Manager to deliver service strategies that meet client expectations and build trusted relationships. You will provide consultative guidance on retirement plan strategy and investments, and lead cross-functional teams to deliver solutions that support client and participant needs.

The role requires residing in the Northwest region, with ~25–40% travel. You will drive client satisfaction, retention, and plan optimization while negotiating

Qualifications

• 6+ years of client service relationship management for defined contribution plans.
• Bachelor's degree or equivalent retirement services work experience.
• FINRA Series 6/7 and Series 63 licensing.
• Retirement industry experience.
• Strong understanding of tax-exempt retirement plans.
• Strong client relationship management and communication skills.
• Ability to travel approximately 25–40% of the time nationwide.

Responsibilities

• Build trust-based relationships with key client stakeholders, including senior executives, Treasury, Human Resources, Benefits, advisors, and TPAs.
• Attend Plan Investment and Administrative Committee meetings, as appropriate.
• Analyze plan data and trends to develop strategic recommendations related to plan design, products, investments, and participant engagement.
• Lead cross-functional service teams in executing client strategies and reporting effectiveness against agreed-upon metrics.
• Drive client retention efforts and manage RFIs, RFPs, and benchmarking exercises for existing clients.
• Lead contract negotiations, including pricing strategy, contract preparation and execution, and appropriate SLAs.
• Use consultative engagement to understand clients’ labor and benefits strategies and align solutions to their needs.
• Partner with internal teams to establish implementation dates, define project scope and requirements, negotiate client project costs, and manage expectations regarding delivery timelines.
• Identify opportunities for organic growth and cross-sale of Voya products and solutions, working across the organization to develop, position, close, and implement appropriate solutions.
• Contribute to RFP responses and participate in the sales process for new Retirement business.
• Maintain a strong understanding of Voya’s offerings and present solutions to prospective clients in a way that clearly communicates Voya’s differentiated value proposition.

Skills

Client relationship management

Presentation

Negotiation

Verbal and written communication

Travel availability

Education

Bachelor's degree or equivalent retirement services work experience

FINRA Series 6/7 and Series 63

Job description

Voya Financial, Inc. is seeking a Client Relationship Manager to deliver service strategies that meet client expectations and build trusted relationships. You will provide consultative guidance on retirement plan strategy and investments, and lead cross-functional teams to deliver solutions that support client and participant needs.

The role requires residing in the Northwest region, with ~25–40% travel. You will drive client satisfaction, retention, and plan optimization while negotiating