Senior Client Relationship Manager, Retirement Plans

Voya Financial, Inc.; Oregon; Hybrid; USD 100,000 - 150,000; Full time

Benefits offered by this job

Health insurance

401(k) matching

Tuition reimbursement

Paid time off

Volunteer time

Job summary

Voya Financial, Inc. is seeking a Client Relationship Manager (Northwest region) to deliver a proactive service strategy for retirement plans.

You will build trusted relationships with senior client stakeholders, lead cross-functional teams, and translate plan design and investments into effective participant experiences that drive retention and growth. Candidates should have 6+ years in client service for defined contribution plans, a Bachelor's degree or equivalent retirement services

Qualifications

• 6+ years 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 solid investment background.
• Strong client relationship management, interpersonal, presentation, and negotiation skills.
• Willingness to travel 25–40% 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 preparation and execution, and SLAs.
• Partner with internal teams to establish implementation dates, define project scope and requirements, negotiate costs, and manage delivery timelines.
• Identify opportunities for organic growth and cross-sale of Voya products and solutions.
• Contribute to RFP responses and participate in the sales process for new Retirement business.
• Maintain understanding of Voya's offerings and present solutions clearly.

Skills

Client relationship management

Communication

Negotiation

Presentation

Education

Bachelor's degree or equivalent retirement services work experience

Tools

FINRA Series 6 or 7

Series 63

Job description

Voya Financial, Inc. is seeking a Client Relationship Manager (Northwest region) to deliver a proactive service strategy for retirement plans.

You will build trusted relationships with senior client stakeholders, lead cross-functional teams, and translate plan design and investments into effective participant experiences that drive retention and growth. Candidates should have 6+ years in client service for defined contribution plans, a Bachelor's degree or equivalent retirement services