Senior Retirement Plan Relationship Manager

Voya Financial, Inc.; Los Angeles (CA); Sur place; USD 100 000 - 150 000; Plein temps

Avantages offerts par ce poste

Health insurance

Dental insurance

Vision insurance

Life insurance

401(k) matching

Paid time off

Résumé du poste

Voya Financial, Inc. is seeking a Client Relationship Manager (CRM) to deliver a service strategy, build trusted client relationships, and lead cross-functional teams in retirement plan solutions. The role emphasizes client satisfaction, retention, and plan optimization within a defined contribution context.

The CRM will cover the Northwest region and travel 25–40% to meet client needs. Ideal candidates bring extensive retirement services experience and strong negotiation and communication

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 and investments.
• Strong client relationship management skills.
• Strong interpersonal, presentation, and negotiation skills.
• Excellent verbal and written communication.
• Ability to travel 25-40% nationwide.

Responsabilités

• 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 team in executing client strategies and reporting effectiveness against metrics.
• Drive client retention efforts and manage RFIs, RFPs, and benchmarking exercises for existing clients.
• Lead contract negotiations, including pricing strategy, contract preparation and execution, and SLAs.
• Use consultative engagement to understand clients’ labor and benefits strategies and align solutions to their needs.
• Partner with internal teams to establish implementation dates, define project scope and requirements, negotiate costs, and manage timelines.
• Identify opportunities for organic growth and cross-sale of Voya products across the organization.
• Contribute to RFP responses and participate in the sales process for new Retirement business.
• Present solutions to prospective clients with differentiated value proposition.

Connaissances

Client relationship management

Financial services knowledge

Negotiation

Presentation skills

Formation

Bachelor's degree or equivalent retirement services experience

Description du poste

Voya Financial, Inc. is seeking a Client Relationship Manager (CRM) to deliver a service strategy, build trusted client relationships, and lead cross-functional teams in retirement plan solutions. The role emphasizes client satisfaction, retention, and plan optimization within a defined contribution context.

The CRM will cover the Northwest region and travel 25–40% to meet client needs. Ideal candidates bring extensive retirement services experience and strong negotiation and communication