Southeast Retirement Client Relationship Lead

Voya Financial, Inc.; Jacksonville (FL); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Health, dental, vision and life

401(k) matching

Tuition reimbursement

Paid time off

Volunteer time

Job summary

Voya Financial, Inc. in the Southeast United States seeks a Client Relationship Manager to deliver a service strategy that meets client expectations.

You will build trusted relationships, provide consultative guidance on retirement plan strategy and investments, and lead cross-functional teams to deliver client solutions. You will travel approximately 25–40% nationwide and influence plan design, products, investments, and participant engagement while driving retention and managing RFIs/RFPs.

Qualifications

• 6+ years of experience 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, along with a solid investment background.
• Strong client relationship management skills.
• Strong interpersonal, presentation, and negotiation 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, 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 and solutions.
• Contribute to RFP responses and participate in sales process for new Retirement business.
• Maintain understanding of Voya’s offerings and present solutions clearly.

Skills

CRM experience

Communication

Negotiation

Presentation skills

Travel readiness

Retirement industry knowledge

FINRA licenses

Education

Bachelor's degree

Job description

Voya Financial, Inc. in the Southeast United States seeks a Client Relationship Manager to deliver a service strategy that meets client expectations.

You will build trusted relationships, provide consultative guidance on retirement plan strategy and investments, and lead cross-functional teams to deliver client solutions. You will travel approximately 25–40% nationwide and influence plan design, products, investments, and participant engagement while driving retention and managing RFIs/RFPs.