Client Relationship Manager-Retirement at Voya Financial

Denver, Colorado, 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 Services, Retirement ServicesIndustries

Requirements

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

Responsibilities

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
Responsible for new business implementation, asset retention, growth of assets and client satisfaction for assigned book of business

Skills

Key technologies and capabilities for this role

Client Relationship ManagementAsset RetentionBusiness DevelopmentInvestment ConsultingPerformance AnalysisDiversificationFinancial Planning

Questions & Answers

Common questions about this position

What is the salary range for this Client Relationship Manager role?

This information is not specified in the job description.

Is this position remote or does it require office work?

This position allows 100% remote work from home in Colorado, Arizona, or Utah, with territory including Colorado, Arizona, Utah, Wyoming, and New Mexico. Travel to other regions may be required.

What skills and experience are required for this role?

Minimum requirements include 4 years of experience in the financial services industry or 2 years in the defined contribution marketplace, strong analytical, organizational, and time management skills, ability to travel frequently, and FINRA series 6 or 7 and 63 licenses.

What is the company culture like at Voya Financial?

Voya Financial emphasizes a strong purpose of fighting for financial opportunities, a winning culture that values differences, and an inclusive environment where employees bring their whole selves to work and foster positive influences on culture, clients, and communities.

What makes a strong candidate for this Client Relationship Manager position?

Strong candidates will have at least 4 years in financial services or 2 years in defined contribution, FINRA licenses, strong analytical and organizational skills, plus preferred qualifications like a Bachelor’s degree or equivalent experience and a state insurance license.

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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