Southeast Regional Client Relationship Manager

Voya Financial, Inc.; Charleston (SC); 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 an experienced Client Relationship Manager (CRM) to deliver a service strategy that meets client expectations. You will build trusted relationships, provide consultative guidance on retirement plan strategy, and lead cross-functional teams to deliver client and participant solutions.

The role requires 25–40% travel and residency in the Southeast region of the United States. You will drive plan optimization, retention, and growth while maintaining a deep knowledge

Qualifications

• 6+ years of 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 investment background.
• Strong client relationship management 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 and executives.
• Attend Plan Investment and Administrative Committee meetings as appropriate.
• Analyze plan data and industry trends to develop strategic recommendations.
• Lead cross-functional service teams delivering client strategies and reporting results.
• Drive client retention and manage RFIs, RFPs, and benchmarking exercises.
• Lead contract negotiations including pricing and SLAs.
• Understand clients' benefits strategies and align solutions accordingly.
• Coordinate with internal teams on implementation dates, scope, costs and timelines.
• Identify opportunities for organic growth and cross-sell of Voya products.

Skills

Client relationship management

Verbal and written communication

Interpersonal, presentation, and nego

Ability to travel 25-40%

Strong client stewardship

Cross-functional collaboration

Education

Bachelor's degree or equivalent retirement services

Job description

Voya Financial, Inc. is seeking an experienced Client Relationship Manager (CRM) to deliver a service strategy that meets client expectations. You will build trusted relationships, provide consultative guidance on retirement plan strategy, and lead cross-functional teams to deliver client and participant solutions.

The role requires 25–40% travel and residency in the Southeast region of the United States. You will drive plan optimization, retention, and growth while maintaining a deep knowledge