Senior Mid-Market Client Relations Manager (Remote)

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

Job summary

Voya Financial, Inc. seeks a Client Relationship Manager (CRM) to ensure delivery of our service strategy exceeds client expectations.

As an individual contributor, you will engage with senior executives, HR, benefits staff, advisors, and brokers to optimize plan design and participant engagement. You will lead cross-functional teams, drive client retention, and manage negotiations while identifying growth opportunities for recordkeeping products across a nationwide territory.

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 background.
• Strong client management experience and skills.
• Strong 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

• Meets with client key stakeholders to develop trust-based relationships at client organizations.
• Consults with clients and brokers on investment issues including performance and suitability.
• Leads cross-functional service team to implement plans and report on metrics.
• Manages RFPs, RFIs, and contract negotiations for clients.
• Coordinates internal resources for client enhancement projects and manages timelines and costs.

Skills

Relationship management

Client retention

Contract negotiations

Project management

Client growth

Interpersonal skills

Presentation skills

Negotiation skills

Communication skills

Education

Bachelor’s degree or equivalent

Job description

Voya Financial, Inc. seeks a Client Relationship Manager (CRM) to ensure delivery of our service strategy exceeds client expectations.

As an individual contributor, you will engage with senior executives, HR, benefits staff, advisors, and brokers to optimize plan design and participant engagement. You will lead cross-functional teams, drive client retention, and manage negotiations while identifying growth opportunities for recordkeeping products across a nationwide territory.