Strategic Client Relationship Manager

NAC Voya Services Company; Chicago (IL); On-site; USD 99,000 - 124,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Retirement plan

Tuition reimbursement

Paid time off

Volunteer time

Job summary

Voya Financial is seeking a Client Relationship Manager to manage a book of business, retain assets, and drive client satisfaction. You will maintain relationships with clients, brokers, and TPAs; develop plans to grow assets; and advise on investment issues and participant education campaigns.

The role requires a Bachelor's degree (or equivalent), 4+ years in financial services (or 2+ in defined contribution), FINRA licenses, a state insurance license, and frequent travel.

Qualifications

• Bachelor's degree preferred or equivalent work experience.
• Minimum of 4 years of experience in the financial services industry or 2 years within the defined contribution marketplace.
• FINRA series 6 or 7 and 63
• State insurance license
• Strong analytical, organizational and time management skills
• Ability to travel frequently

Responsibilities

• Maintain and strengthen relationships with key clients, distribution partners and TPAs
• Develop business plans that identify key clients and list action steps to manage those relationships
• Consult with clients and brokers on investment issues including performance, diversification, style and suitability
• Work with plan sponsor to design participant education campaigns with the goal of increasing participation and contribution rates
• Assist sales representatives with sales presentations and act as subject matter expert in topics such as Voya Service Model, installation process, ongoing service and procedures
• Introduce and support new product and service initiatives

Skills

Client relationships

Analytical skills

Time management

Communication skills

Willingness to travel

Education

Bachelor's degree or equivalent experience

Job description

Voya Financial is seeking a Client Relationship Manager to manage a book of business, retain assets, and drive client satisfaction. You will maintain relationships with clients, brokers, and TPAs; develop plans to grow assets; and advise on investment issues and participant education campaigns.

The role requires a Bachelor's degree (or equivalent), 4+ years in financial services (or 2+ in defined contribution), FINRA licenses, a state insurance license, and frequent travel.