Strategic Client Relationships Manager – Retirement Plans

Voya Financial, Inc.; New York (NY); On-site; USD 63,000 - 106,000; Full time

Benefits offered by this job

Health insurance

401(k) Savings plan with company match

Retirement plan – cash balance

Tuition reimbursement

Paid time off

Paid volunteer time

Job summary

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

You will maintain relationships with clients, brokers, TPAs and plan sponsors, while developing plans to enhance engagement and contributions. The role requires FINRA licenses within 90 days, a state insurance license, and strong analytical and organizational skills, with travel as needed.

Qualifications

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

Responsibilities

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

Skills

Analytical skills

Organizational skills

Time management

Travel ability

FINRA licenses knowledge

Education

HS Diploma or GED

Bachelor’s degree preferred

Tools

State insurance license

Job description

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

You will maintain relationships with clients, brokers, TPAs and plan sponsors, while developing plans to enhance engagement and contributions. The role requires FINRA licenses within 90 days, a state insurance license, and strong analytical and organizational skills, with travel as needed.