Strategic Client Relations Manager - Finance

Voya Financial, Inc.; Minnesota; On-site; USD 63,000 - 106,000; Full time

Benefits offered by this job

Health insurance

401(k) matching

Retirement plan

Tuition reimbursement

PTO

Job summary

Voya Financial, Inc. in the United States seeks a role focused on new business implementation, asset retention, asset growth, and client satisfaction across an assigned book of business.

You will maintain relationships with clients, brokers, and TPAs, develop plans, and consult on investments. The role includes traveling to meet clients, supporting sales with presentations, and driving education campaigns to increase participation and contributions.

Qualifications

• Minimum of 4 years of experience in the financial services industry or 2 years in the defined contribution marketplace.
• FINRA Series 6 or 7 and Series 63 required within 90 days.
• State insurance license.
• Strong analytical, organizational, and time management skills.
• Ability to travel frequently.
• High School Diploma or GED required; bachelor’s degree preferred.

Responsibilities

• Maintain and strengthen relationships with key clients, distribution partners, and TPAs.
• Develop business plans to identify key clients and define action steps to manage those relationships.
• Consult with clients and brokers on investment topics, including performance, diversification, and suitability.
• Partner with plan sponsors to design participant education campaigns to increase participation and contributions.
• Support sales representatives with presentations and serve as a subject matter expert on the Voya Service Model, installation, ongoing service, and procedures.
• Introduce and support new product and service initiatives.

Skills

Analytical skills

Organizational skills

Time management

Travel readiness

Education

Bachelor's degree preferred

State insurance license

Job description

Voya Financial, Inc. in the United States seeks a role focused on new business implementation, asset retention, asset growth, and client satisfaction across an assigned book of business.

You will maintain relationships with clients, brokers, and TPAs, develop plans, and consult on investments. The role includes traveling to meet clients, supporting sales with presentations, and driving education campaigns to increase participation and contributions.