Remote Mid-Market Client Relationship Manager

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

Job summary

Voya Financial, Inc. in the United States is seeking a Client Relationship Manager (CRM) to deliver our service strategy and exceed client expectations across 401(k) plans. This role requires 6+ years of client service experience, state insurance license within 60 days, deep knowledge of 401(k) plans, and strong negotiation and project-management skills.

Travel 35–50%, remote work allowed. You’ll lead cross-functional teams, grow client relationships, and help position Voya's recordkeeping

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 concepts.
• Strong client management experience and skills.
• Excellent verbal and written communications skills.
• Travel – 35–50% of time; Locations – Nation-wide.
• 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

• Meets with client key stakeholders to develop trust-based relationships within client organizations.
• Leads cross-functional service team to execute the plan and report on effectiveness.
• Responsible for client retention and manages RFIs, RFPs, and benchmarking exercises.
• Negotiates contracts and pricing strategies with clients and brokers.
• Coordinates internal resources for client enhancement projects and manages implementation dates.

Skills

Relationship Management

Client Retention

Contract Negotiations

Project Management

Communication Skills

Education

Bachelor's Degree or equivalent

Job description

Voya Financial, Inc. in the United States is seeking a Client Relationship Manager (CRM) to deliver our service strategy and exceed client expectations across 401(k) plans. This role requires 6+ years of client service experience, state insurance license within 60 days, deep knowledge of 401(k) plans, and strong negotiation and project-management skills.

Travel 35–50%, remote work allowed. You’ll lead cross-functional teams, grow client relationships, and help position Voya's recordkeeping