Remote Mid-Market Client Relationship Lead

Voya Financial, Inc.; Charleston (SC); Remote; USD 100.000 - 157.000; Vollzeit

Benefits dieser Stelle

Health insurance

401(k) Savings plan – with employer 6%

Tuition reimbursement

Paid time off

Volunteer time

Zusammenfassung

Voya Financial, Inc. is seeking a Client Relationship Manager who will ensure service strategy delivery meets client expectations. You will manage relationships with senior stakeholders, coordinate cross-functional teams, and drive client retention and growth across 401(k) plans.

The role requires 6+ years in client service, licensing within 60 days, and travel across the nation. A strong investment background and excellent communication are essential.

Qualifikationen

• 6+ years of experience in client service relationship management for defined contribution plans.
• Strong understanding of 401(k) plans and investment knowledge.
• Travel 35–50% of time; nationwide locations.
• State insurance license must be obtained within 60 days of hire.
• FINRA licensing (Series 6/7 and 63) required.

Aufgaben

• Meets with client executives to build trust-based relationships and align on strategy.
• Leads cross-functional teams to execute service plans and report on metrics.
• Manages RFIs, RFPs and contract negotiations to retain clients.
• Identifies growth opportunities and supports cross-sale of recordskeeping products.
• Coordinates internal resources for client enhancement projects and manages timelines.

Kenntnisse

Relationship management

Client retention

Negotiation

Project management

Communication

Interpersonal skills

Ausbildung

Bachelor’s Degree

Jobbeschreibung

Voya Financial, Inc. is seeking a Client Relationship Manager who will ensure service strategy delivery meets client expectations. You will manage relationships with senior stakeholders, coordinate cross-functional teams, and drive client retention and growth across 401(k) plans.

The role requires 6+ years in client service, licensing within 60 days, and travel across the nation. A strong investment background and excellent communication are essential.