Senior Mid-Market Client Relationship Manager (Remote)

Voya Financial, Inc.; Dover (DE); A distancia; USD 100.000 - 157.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health Insurance

401(k) Matching

Retirement Plan

Tuition Reimbursement

Paid time off

Volunteer time

Descripción de la vacante

Voya Financial, Inc. is seeking a Client Relationship Manager (CRM) to ensure delivery of our service strategy meets client expectations, measured by satisfaction, retention, and plan optimization.

This role involves building trust-based relationships with client stakeholders and leading cross-functional teams to execute the plan. The position requires 6+ years in defined contribution client service, strong 401(k) knowledge, and licensing (FINRA 6/7/63 and state insurance).

Formación

• 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, interpersonal, presentation, and negotiation skills.
• Excellent verbal and written communications skills.
• Travel – 35–50% of time; Locations – nation-wide.

Responsabilidades

• Meet with client key stakeholders to develop trust-based relationships with executives, treasury, HR, brokers and TPAs.
• Lead cross-functional service team to execute the plan and report on effectiveness based on metrics.
• Manage RFIs, RFPs, and benchmarking exercises; negotiate contracts and pricing; set SLAs.
• Coordinate internal resources for client enhancement projects and manage implementation dates.
• Identify growth opportunities for organic and cross-sale of recordkeeping products and support sales processes.

Conocimientos

Relationship Management

Client Retention

Negotiation

Presentation

Communication

Strategic Planning

Educación

Bachelor’s Degree or equivalent

State insurance license within 60 days

FINRA Series 6/7 and 63 licensing

Descripción del empleo

Voya Financial, Inc. is seeking a Client Relationship Manager (CRM) to ensure delivery of our service strategy meets client expectations, measured by satisfaction, retention, and plan optimization.

This role involves building trust-based relationships with client stakeholders and leading cross-functional teams to execute the plan. The position requires 6+ years in defined contribution client service, strong 401(k) knowledge, and licensing (FINRA 6/7/63 and state insurance).