Client Relationship Manager - External at Voya Financial

Nashville, Tennessee, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial ServicesIndustries

Requirements

Must sit in TN
Bachelor’s degree preferred or equivalent work experience
Minimum of 4 years of experience in the financial services industry or 2 years within the defined contribution marketplace
FINRA series 6 or 7 and 63
State insurance license
Strong analytical, organizational and time management skills
Ability to travel frequently

Responsibilities

Responsible for new business implementation, asset retention, growth of assets and client satisfaction for assigned book of business
Maintain and strengthen relationships with key clients, distribution partners and TPAs
Develop business plans that identify key clients and list action steps to manage those relationships
Consult with clients and brokers on investment issues including performance, diversification, style and suitability
Work with plan sponsor to design participant education campaigns with the goal of increasing participation and contribution rates
Assist sales representatives with sales presentations and act as subject matter expert in topics such as Voya Service Model, installation process, ongoing service and procedures
Introduce and support new product and service initiatives

Skills

Client Relationship Management

Asset Retention

Business Planning

Investment Consulting

Participant Education

Sales Presentations

Retirement Plans

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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