Strategic Client Relationship Manager – Financial Services

Voya Financial, Inc.; Arizona; On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Tuition reimbursement

Paid time off

Diversity celebration day

Job summary

Voya Financial, Inc. in the United States is seeking a Client Relationship Manager to oversee new business implementation, asset retention and growth across an assigned book of business.

You will maintain relationships with clients and brokers, support sales with presentations, advise on investment topics, travel as needed, and pursue defined contribution or retirement plan opportunities. A bachelor’s degree is preferred; a high school diploma is required.

Qualifications

• Minimum of 4 years of experience in the financial services industry or 2 years of experience within the defined contribution marketplace.

Responsibilities

• Maintain relationships with key clients, distribution partners, and TPAs.
• Develop business plans identifying key clients and action steps to manage relationships.
• Consult with clients and brokers on investment topics, including performance, diversification and suitability.
• Support sales representatives with presentations and serve as a subject matter expert on topics such as the Voya Service Model and installation process.

Skills

Relationship management

Client service

Analytical skills

Time management

Education

Bachelor’s degree preferred

High School Diploma or GED required

Job description

Voya Financial, Inc. in the United States is seeking a Client Relationship Manager to oversee new business implementation, asset retention and growth across an assigned book of business.

You will maintain relationships with clients and brokers, support sales with presentations, advise on investment topics, travel as needed, and pursue defined contribution or retirement plan opportunities. A bachelor’s degree is preferred; a high school diploma is required.