AVP, Regional Client Relations

Profile Summary / Description

Leads a team of Relationship Managers in the Western U.S. responsible for retaining and expanding existing defined contribution plan relationships. Manages executive relationships with key clients and advisors. Develops and executes upon annual strategic business plans for client retention.

Work closely with sales, plan administration, operation staff and other corporate areas to ensure client servicing objectives are met. Participate in sales presentations and have a thorough understanding of client requirements, developing programs to meet these requirements.

Collaborate with VP of Client Relations peers nationally to drive a consistent national strategy focused on retention, growth and client satisfaction. Drive year-over-year performance improvement of the CRM team as measured by survey scores, plan and participant level retention and sponsor satisfaction.

Drive Continuous Improvement in the region using the full management system and model CI behaviors. Conduct recruiting as team needs evolve. Work with RVP CRMs and CRMs to develop business plans and strategy for assigned territory.

Clearly articulate organizational vision to the CRM team, translate organizational strategy into clear targets based on business plans for territory, and partner with CRMs and peers of VPs, Client Relations to identify best practices. Reinforce consistent use of standards to support identification of deviations from target performance.

Spend majority of time coaching CRMs in their day-to-day activities, identifying issues and partnering with the front line to problem-solve new ways of working to achieve objectives. Accompany CRMs to top client meetings as a Senior Leadership representative. Ensure consistent execution of activities and processes, including annual plan reviews and enrollment-related activities.

Provide regular coaching and feedback to CRMs to maximize retention and participant engagement. Monitor team workload and rebalance as necessary to maximize team effectiveness. Conduct and engage in training, clearly articulating organizational vision on topics.

Typically has at least six years of DC or related experience. In-depth knowledge of the company’s products and services. Possess excellent communications skills, both verbal and written. Prior proven ability to lead a diverse team. Strong client relationship‑management skills.

Bachelor’s degree or equivalent. FINRA Series 6, 63 and 26 required, along with state life and health licenses.

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 (annual cash incentives, sales incentives, and/or long‑term incentives) based on the role to reward the achievement of annual performance objectives.

$136,560 - $170,700 USD

• Health, dental, vision and life insurance plans
• 401(k) Savings plan – with generous company matching contributions (up to 6%)
• Voya Retirement Plan – employer paid cash balance retirement plan (4%)
• Tuition reimbursement up to $5,250/year
• Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day
• Paid volunteer time — 40 hours per calendar year

• Customer Focused:
  Passionate drive to delight customers and offer unique solutions that deliver on their expectations.
• Critical Thinking:
  Thoughtful process of analyzing data and problem‑solving to reach a well‑reasoned solution.
• Team Mentality:
  Partnering effectively to drive our culture and execute on our common goals.
• Business Acumen:
  Appreciation and understanding of the financial services industry to make sound business decisions.
• Learning Agility:
  Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.

Voya Financial is an equal‑opportunity employer. Voya Financial provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any other status protected by state or local law.

Voya is committed to the inclusion of all qualified individuals. As part of this commitment, Voya will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please reference resources for applicants with disabilities.