Strategic Retirement Plan Advisor

Voya Financial, Inc.; Washington; Hybrid; USD 100,000 - 150,000; Full time

Benefits offered by this job

Health Insurance

401(k) Matching

Tuition Reimbursement

Paid Time Off

Volunteer Time

Job summary

Voya Financial, Inc. is seeking a Client Relationship Manager in the Northwest region of the United States. The CRM will deliver a service strategy that meets client expectations, build trusted relationships, and guide retirement plan strategy and investments.

The role requires 25–40% travel and leadership of cross-functional teams to support client and participant needs. Responsibilities include nurturing executive relationships, attending committee meetings, analyzing plan data, and driving

Qualifications

• 6+ years of experience in client service relationship management for defined contribution plans.
• Bachelor's degree or equivalent retirement services work experience.
• FINRA Series 6 or 7 and Series 63 licensing.
• Retirement industry experience.
• Strong understanding of tax-exempt retirement plans, along with a solid investment background.
• Strong client relationship management skills.
• Strong interpersonal, presentation, and negotiation skills.
• Excellent verbal and written communication skills.
• Ability to travel approximately 25–40% of the time nationwide.

Responsibilities

• Build trust-based relationships with key client stakeholders, including senior executives, Treasury, Human Resources, Benefits, advisors, and TPAs.
• Attend Plan Investment and Administrative Committee meetings, as appropriate.
• Analyze plan data and industry trends to develop strategic recommendations related to plan design, products, investments, and participant engagement.
• Lead cross-functional service teams in executing client strategies and reporting effectiveness against metrics.
• Drive client retention efforts and manage RFIs, RFPs, and benchmarking exercises for existing clients.
• Lead contract negotiations, including pricing strategy, contract preparation and execution, and SLAs.
• Use consultative engagement to understand clients’ labor and benefits strategies and align solutions to their needs.
• Partner with internal teams to establish implementation dates, define project scope and requirements, negotiate project costs, and manage timelines.
• Identify opportunities for organic growth and cross-sale of Voya products and solutions.
• Contribute to RFP responses and participate in the sales process for new Retirement business.
• Maintain a strong understanding of Voya’s offerings and present solutions to prospective clients clearly communicating Voya’s value proposition.

Skills

Client relationship management

Communication skills

Interpersonal skills

Presentation skills

Negotiation skills

Education

Bachelor's degree or equivalent retirement services work experience

Tools

FINRA Series 6/7 & Series 63

Job description

Voya Financial, Inc. is seeking a Client Relationship Manager in the Northwest region of the United States. The CRM will deliver a service strategy that meets client expectations, build trusted relationships, and guide retirement plan strategy and investments.

The role requires 25–40% travel and leadership of cross-functional teams to support client and participant needs. Responsibilities include nurturing executive relationships, attending committee meetings, analyzing plan data, and driving