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Client Relationship Manager

Job in Madison, Dane County, Wisconsin, 53774, USA
Listing for: Voya Financial, Inc.
Full Time position
Listed on 2026-06-27
Job specializations:
  • Business
    Client Relationship Manager
  • Sales
    Client Relationship Manager, Financial Sales
Salary/Wage Range or Industry Benchmark: 99090 - 123860 USD Yearly USD 99090.00 123860.00 YEAR
Job Description & How to Apply Below

Overview

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

Key Responsibilities
  • Maintain and strengthen relationships with key clients, distribution partners and TPAs
  • Develop business plans that identify key clients and 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 to increase 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
Qualifications & Experience
  • Bachelor’s degree preferred or equivalent work experience
  • Minimum 4 years in financial services or 2 years in defined contribution marketplace
  • FINRA Series 6 or 7 and 63, State insurance license
  • Strong analytical, organizational and time‑management skills
  • Ability to travel frequently
Compensation

Base salary range: $99,090 – $123,860 USD. Additional incentives and long‑term incentives may apply.

Benefits
  • Health, dental, vision and life insurance plans
  • 401(k) savings plan with company matching up to 6%
  • Voya Retirement Plan – employer‑paid cash balance plan (4%)
  • Tuition reimbursement up to $5,250 per year
  • Paid time off: 20 days PTO, nine company holidays, flexible Diversity Celebration Day
  • Volunteer time: 40 hours per calendar year
Equal Employment Opportunity

Voya Financial is an equal‑opportunity employer. We provide 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 law. Reasonable accommodations are available.

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