Remote Senior Client Relationship Manager - Mid-Market

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

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

401(k) plan

Retirement plan

Tuition reimbursement

Paid time off

Volunteer time

Job summary

Voya Financial, Inc. is seeking a Client Relationship Manager (CRM) to ensure service delivery and exceed client expectations.

This role is a remote-capable individual contributor position focused on relationship management, retention, and plan optimization across defined contribution clients. You will lead cross-functional teams, negotiate contracts, and drive growth by cross-selling recordkeeping products while traveling up to 50% nationwide.

Qualifications

• 6+ years of client service relationship management experience for defined contribution plans.
• State insurance license must be obtained within 60 days of hire.
• Strong understanding of 401(k) plans and investment issues.
• Strong client management experience and skills.
• Excellent verbal and written communications skills.
• Travel – 35–50% of time; Nationwide coverage; work from home within designated territory.
• Industry certifications and FINRA Series 6/7 and 63 licensing required.

Responsibilities

• Meet with client stakeholders to develop trust-based relationships; consult on investment issues.
• Lead cross-functional service team to meet plan design and engagement goals.
• Manage RFIs, RFPs, and benchmarking; negotiate contracts and SLAs.
• Coordinate internal resources for client projects; manage costs and timelines.
• Identify growth opportunities and support cross-sale of recordkeeping products.

Skills

Client management

Negotiation

Communication

Presentation

Interpersonal skills

Education

Bachelor's degree or equivalent

Job description

Voya Financial, Inc. is seeking a Client Relationship Manager (CRM) to ensure service delivery and exceed client expectations.

This role is a remote-capable individual contributor position focused on relationship management, retention, and plan optimization across defined contribution clients. You will lead cross-functional teams, negotiate contracts, and drive growth by cross-selling recordkeeping products while traveling up to 50% nationwide.