Southeast Retirement Plan Relationship Manager

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

Benefits offered by this job

Health insurance

401(k) plan with company match

Tuition reimbursement

Paid time off

Volunteer time

Job summary

Voya Financial is seeking a Client Relationship Manager to deliver a proactive service strategy for retirement plan clients. The role focuses on relationship building, consultative guidance on plan strategy, and leading cross-functional teams to implement solutions that meet client needs and drive satisfaction and retention.

The candidate will travel 25-40% nationwide and work with senior executives, HR, and advisors to design and optimize plan investments and participant engagement.

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 Voya's cross-functional service team in executing client strategies and reporting effectiveness against agreed-upon 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 appropriate Service Level Agreements.
• 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 client project costs, and manage expectations regarding delivery timelines.
• Identify opportunities for organic growth and cross-sale of Voya products and solutions, working across the organization to develop, position, close, and implement appropriate solutions.
• Contribute to RFP responses and participate in the sales process for new Retirement business.
• Maintain a strong understanding of Voya's offerings and present solutions to prospective clients in a way that clearly communicates Voya's differentiated value proposition.

Skills

Client relationship management

Negotiation

Communication

Presentation

Interpersonal skills

Travel readiness

Education

Bachelor's degree

Job description

Voya Financial is seeking a Client Relationship Manager to deliver a proactive service strategy for retirement plan clients. The role focuses on relationship building, consultative guidance on plan strategy, and leading cross-functional teams to implement solutions that meet client needs and drive satisfaction and retention.

The candidate will travel 25-40% nationwide and work with senior executives, HR, and advisors to design and optimize plan investments and participant engagement.