Client Relationship Consultant at Voya Financial

Boston, Massachusetts, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial ServicesIndustries

Requirements

Minimum 7 years business experience with 2+ years’ experience in Retirement Plans required
Experience interacting with members of management other than direct Manager in work situations
Excellent interpersonal and written communication skills
Proficient in various desktop and internet based applications
Strong organizational, analytical and problem-solving skills
Strong Time Management skills
Independent self-starter who thinks proactively
College degree or equivalent experience preferred
At least 3+ years’ (preferred)
Selected candidate must reside in the United States

Responsibilities

Lead project implementation efforts for successful rollout of Be Ready program and services to new and existing clients
Manage project initiation, data gathering and planning, and program implementation across multiple projects
Review for success after initial implementation and make program adjustments as necessary to fit client and advisor needs
Provide support on project management work and effectively collaborate with various internal / external business partners (Relationship Managers, Communication Managers, Financial Advisors, marketing, etc.) to ensure a successful and timely implementation of program services
Collaborate directly with plan sponsors, relationship managers, and communication managers, to determine type of program services needed
Work with financial advisors and internal business partners to determine resources to be assigned for a successful implementation and support and maintenance required for an effective program
Develop and manage project plans for execution of multiple tasks associated with each implementation project, ensure target date deliverables, and project resource and event management
Conduct ongoing meetings with all involved parties to monitor the progress of new implementation projects and on existing Be Ready programs and resolve any issues that may impede the progress (program success)
Play an active relationship management role with the plan sponsor and advisors to maintain ongoing engagements and program effectiveness
Provide support as a SME to financial advisors and admin assistants through pre/post engagement and systems training for proper tracking and reporting
Generate and provide reporting to internal and external parties
Other duties as assigned
Manage, coordinate, and oversee implementation projects in the Be Ready program for new and existing plan sponsors across markets
Provide support and ongoing program event management post implementation

Skills

Project Management

Client Relationship Management

Program Implementation

Data Gathering

Event Management

Voya Financial

Provides financial services and retirement solutions

About Voya Financial

Voya Financial offers a range of financial services, including retirement plans, investment management, and insurance products, to help individuals and businesses achieve financial wellness. Their services cater to individuals seeking retirement planning, employers looking to enhance employee benefits, and institutions needing tailored investment management. Voya stands out from competitors through its commitment to inclusiveness and corporate responsibility, which helps attract clients and talent. The company's goal is to build long-term relationships with clients, ensuring they achieve financial confidence and a fulfilling life.

New York City, New YorkHeadquarters

2014Year Founded

IPOCompany Stage

Fintech, Financial ServicesIndustries

5,001-10,000Employees

Benefits

Health Savings Account (HSA)

Flexible Spending Accounts (FSA)

Rally wellness program

Employee Assistance Program (EAP) and Work Life Services

Behavioral Health Family Support Program

Livongo support for diabetes, hypertension, and weight management

AccessHope cancer support

Wellthy caregiving assistance

Back-up child care and elder care

Health Advocate

ABLE accounts

Legal insurance

Identity theft protection

Voya Foundation Matching Gift Program

Risks

Increased competition from fintech companies may erode Voya's market share.

Operational challenges in integrating OneAmerica's business could affect service quality.

Regulatory scrutiny on fees may impact Voya's pricing strategies and profitability.

Differentiation

Voya's commitment to inclusiveness and corporate responsibility sets it apart in the market.

The acquisition of OneAmerica's retirement plan business expands Voya's client base significantly.

Voya's focus on digital financial planning tools enhances client engagement and satisfaction.

Upsides

Voya's ESG commitment aligns with the growing investor focus on sustainable investing.

The financial wellness market's growth offers significant opportunities for Voya's programs.

AI integration in investment management can enhance Voya's strategies and client outcomes.

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