Client Relationship Manager

Together we fight for everyone’s opportunity for a better financial future.

We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today.

Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision.

Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage – Apply Now

Get to Know the Opportunity:    

The Client Relationship Manager works independently to maintain and enhance relationships with larger/more complex existing clients.

• Please Note: This position allows remote work from home but will require travel to our Voya office as business requires. 

The Contributions You’ll Make:

• Identify key principals at firm and ensure satisfaction through at least annual face to face client meetings and discussions covering service levels, trends, plan utilization, product offerings and fund performance.  Introduce new Voya initiatives to plan sponsors.
• Works closely with sales, recordkeeping, and operations staff.
• Participates in finals presentations.
• Resolves the most complex problems and is assigned larger and/or more complex clients or issues.
• Has thorough understanding of assigned systems, process, issues, or clients’ requirements.  Strong ERISA foundation.
• Maintain overall responsibility for assigned client relationships.
• May provide guidance to more junior staff or vendor partners but has no formal supervisory responsibility.
• Understand all facets of the Program including Basic Plan Documents, Adoption Agreements, Summary Plan Description, as well as ABA RF practices and policies.
• Facilitate and or initiate technical compliance discussions. Review census and Form 5500 inquiries, ensure timely delivery of testing/calculation results and assist with Corrective measures as needed.
• Develop solid working knowledge of Program investments, and engage Mercer Trust as needed. 
• Facilitate ongoing education for plan participants.

Minimum Knowledge & Experience:

• FINRA Series 6.
• 4+ years retirement plan/client relationship experience.
• Excellent communication skills In-depth knowledge of company's products and services.
• Strong ERISA background.

Preferred Knowledge & Experience:

• Bachelor’s degree or equivalent

Compensation Pay Disclosure:

Voya is committed to pay that’s fair and equitable, which means comparable pay for comparable roles and responsibilities.

The below annual base salary range reflects the expected hiring range(s) for this position in the location(s) listed. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Voya Financial is willing to pay at the time of this posting.

Actual compensation offered may vary from the posted salary range based upon the candidate’s geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.

$75,830 - $126,390 USD

Be Well. Stay Well.

Voya provides the resources that can make a difference in your lives. To us, this means thriving physically, financially, socially and emotionally. Voya benefits are designed to help you do just that