Strategic Client Relationships Manager

godirect; Massachusetts; Hybrid; USD 78,000 - 97,000; Full time

Job summary

Voya Financial is seeking a client-focused professional to manage a book of business, delivering strong client satisfaction through asset retention and growth. The role emphasizes relationship management with clients, brokers, and TPAs, and requires expertise in investment topics, plan sponsor education, and collaboration with sales on presentations.

The position also involves introducing new products and services, aligning with Voya's service model, and traveling as needed to support clients

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.
• 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 actions 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 contribution rates.
• Support sales representatives with presentations and serve as a subject matter expert on the Voya Service Model and installation process.
• Introduce and support new product and service initiatives.

Skills

Relationship management

Investment knowledge

Client communication

Travel flexibility

Education

Bachelor's degree

High School Diploma or GED

Job description

Voya Financial is seeking a client-focused professional to manage a book of business, delivering strong client satisfaction through asset retention and growth. The role emphasizes relationship management with clients, brokers, and TPAs, and requires expertise in investment topics, plan sponsor education, and collaboration with sales on presentations.

The position also involves introducing new products and services, aligning with Voya's service model, and traveling as needed to support clients