Retirement Solutions Client Relationship Manager

Voya Financial, Inc.; Seattle (WA); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Health insurance

401(k) matching

Tuition reimbursement

Paid time off

Job summary

Voya Financial is seeking a Client Relationship Manager in the Northwest region to deliver a service strategy that meets client expectations and drives retention. You will build trusted relationships, provide consultative guidance on retirement plans and investments, and lead cross-functional teams to deliver solutions for clients and participants.

The role requires 25–40% travel, strong communication skills, and a deep understanding of defined contribution plans.

Qualifications

• 6+ years of experience in client service relationship management for defined contribution plans.
• Bachelor's degree or equivalent retirement services work experience.
• FINRA Series 6 or 7 and Series 63 licensing.
• Retirement industry experience.
• Strong understanding of tax-exempt retirement plans, with a solid investment background.
• Strong client relationship management skills.
• Strong interpersonal, presentation, and negotiation skills.
• Excellent verbal and written communication skills.
• Ability to travel approximately 25–40% of the time nationwide.

Responsibilities

• Build trust-based relationships with key client stakeholders, including senior executives, Treasury, Human Resources, Benefits, advisors, and TPAs.
• Attend Plan Investment and Administrative Committee meetings, as appropriate.
• Analyze plan data and industry trends to develop strategic recommendations related to plan design, products, investments, and participant engagement.
• Lead cross-functional service teams in executing client strategies and reporting effectiveness against metrics.
• Drive client retention efforts and manage RFIs, RFPs, and benchmarking for existing clients.
• Lead contract negotiations, including pricing strategy, contract prep and execution, and SLAs.
• Use consultative engagement to understand clients’ labor and benefits strategies and align solutions to their needs.
• Coordinate with internal teams to establish implementation dates, define scope, negotiate costs, and manage delivery timelines.
• Identify opportunities for organic growth and cross-sale of Voya products and solutions across the organization.
• Contribute to RFP responses and participate in the sales process for new Retirement business.
• Present solutions to prospective clients clearly communicating Voya’s differentiating value proposition.

Skills

Relationship mgmt

Retirement plan knowledge

Strategic guidance

Negotiation

Presentation skills

Travel readiness

Education

Bachelor's degree or equivalent retirement services work experience

FINRA Series 6 or 7 and Series 63 licensing

Job description

Voya Financial is seeking a Client Relationship Manager in the Northwest region to deliver a service strategy that meets client expectations and drives retention. You will build trusted relationships, provide consultative guidance on retirement plans and investments, and lead cross-functional teams to deliver solutions for clients and participants.

The role requires 25–40% travel, strong communication skills, and a deep understanding of defined contribution plans.