Remote Client Relationship Manager: Growth & Partnerships

Voya Financial, Inc.; Oregon; Hybrid; USD 109,000 - 136,000; Full time

Benefits offered by this job

Health, dental, vision, and life plans

401(k) with company match

Voya Retirement Plan

Tuition reimbursement

Paid time off and holidays

Volunteer time

Job summary

Voya Financial, Inc. is hiring a finance-focused professional to lead new business implementation, asset retention, and growth while ensuring client satisfaction for an assigned book of business.

This role offers 100% remote work from home with locations listed as New Jersey and nearby regions. The candidate will maintain key client relationships, develop strategic plans, and advise on investment issues, education campaigns, and service excellence.

Qualifications

• Minimum of 4 years of experience in financial services or 2 years within the defined contribution marketplace.
• FINRA Series 6 or 7 and 63 licenses.
• State insurance license.
• Strong analytical, organizational and time management skills.
• Ability to travel frequently.

Responsibilities

• Maintain and strengthen relationships with key clients, distribution partners and TPAs.
• Develop business plans that identify key clients and action steps to manage those relationships.
• Consult with clients and brokers on investment issues including performance, diversification, style and suitability.
• Work with plan sponsor to design participant education campaigns with the goal of increasing participation and contribution rates.
• Assist sales representatives with sales presentations and act as subject matter expert in topics such as Voya Service Model, installation process, ongoing service and procedures.
• Introduce and support new product and service initiatives.

Skills

Relationship management

Analytical thinking

Time management

Communication skills

Travel readiness

Education

Bachelor's degree or equivalent

Tools

FINRA Series 6/7/63

Job description

Voya Financial, Inc. is hiring a finance-focused professional to lead new business implementation, asset retention, and growth while ensuring client satisfaction for an assigned book of business.

This role offers 100% remote work from home with locations listed as New Jersey and nearby regions. The candidate will maintain key client relationships, develop strategic plans, and advise on investment issues, education campaigns, and service excellence.