Remote Mid-Market Client Relationship Leader

Voya Financial, Inc.; Chandler (AZ); Remote; USD 100,000 - 157,000; Full time

Benefits offered by this job

Health insurance

401(k) Savings plan with company match

Retirement plan – cash balance benefit

Tuition reimbursement

Paid time off and holidays

Volunteer time

Job summary

Voya Financial, Inc. is seeking a Client Relationship Manager (CRM) to ensure the delivery of our service strategy meets client expectations across nationwide clients. You will lead cross-functional teams, negotiate contracts, and identify opportunities for growth while managing complex relationships with executives, HR, and brokers.

The role emphasizes relationship management, retention, and plan optimization, with heavy travel and work-from-home flexibility in a territory-covering location.

Qualifications

• 6+ years of 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, interpersonal, presentation, and negotiation skills.
• Excellent verbal and written communications skills.
• Travel – 35–50% of time; locations – nationwide.
• This position is work from home in a location that can cover the designated territory.
• Industry certifications and FINRA series 6 or 7 and 63 licensing required.

Responsibilities

• Meet with client key stakeholders to develop trust-based relationships within client organizations.
• Consult with clients and brokers on investment issues including performance and diversification.
• Lead cross-functional service teams to execute against plans and report on effectiveness.
• Manage RFIs/RFPs and benchmarking for clients; negotiate contracts and SLAs.
• Coordinate internal resources for client enhancement project work and manage implementation dates.
• Identify growth opportunities for organic and cross-sale of other Voya recordkeeping products.

Education

Bachelor’s Degree or equivalent

Job description

Voya Financial, Inc. is seeking a Client Relationship Manager (CRM) to ensure the delivery of our service strategy meets client expectations across nationwide clients. You will lead cross-functional teams, negotiate contracts, and identify opportunities for growth while managing complex relationships with executives, HR, and brokers.

The role emphasizes relationship management, retention, and plan optimization, with heavy travel and work-from-home flexibility in a territory-covering location.