Client Relationship Manager Mid - Market

The Client Relationship Manager (CRM) is an individual contributor responsible for ensuring that the delivery of our service strategy exceeds and/or meets our clients’ expectations. CRM is measured on client satisfaction, retention and plan optimization.

Meet with client key stakeholders to develop trust-based relationships within client organizations, including Senior Executives, Treasury, Human Resources, Benefits, Advisors, and TPAs. Consult with clients and brokers on investment issues including performance, diversification, style, and suitability. Attend Plan Investment and Administrative Committee meetings as appropriate. Analyze plan data and industry trends and develop a strategic plan around plan design, product, and participant engagement solutions to meet clients’ needs.

Lead Voya’s cross-functional service team to execute against the plan and report on effectiveness based on agreed-to metrics.

Responsible for client retention and manage RFIs, RFPs, and benchmarking exercises for clients. Manage contract negotiations for existing clients. Responsible for pricing strategy, contract preparation and signing. Negotiate appropriate Service Level Agreements.

Through consultative engagement works with clients to understand their labor and benefits strategies. Analyze plan data and industry trends and develop a strategic plan of plan design, product and participant engagement solutions to meet those needs. Lead Voya’s cross-functional service team to execute against the plan. Project Management: work with internal teams to establish live dates and scope out the project details.

Responsible for negotiating project costs to clients and managing expectations concerning implementation dates.

Identify business opportunities for both organic growth and cross-sale of other Voya products and solutions and work within the Voya organization to develop, position, close and implement these solutions. Contribute to the development of RFP responses and participate in the sales process for new retirement business. Fully understand all details of Voya’s offering for potential clients, and present them in a way that best positions Voya to highlight its differentiated value proposition.

• 6+ years of experience in client service relationship management for defined contribution plans
• Industry certifications and FINRA series 6 or 7 and 63 licensing required
• Strong understanding of retirement plans both corporate and tax exempt as well as a solid investment background
• Strong client management experience and skills
• Strong interpersonal, presentation, and negotiation skills
• Excellent verbal and written communication skills
• Bachelor’s Degree or equivalent
• Travel – 25–40% of time;
  Locations – Nation-wide
• Preferred: work from home in a location that can cover the designated territory that the delivery of our service strategy exceeds and/or meets our clients and advisor
• Preferred: position can sit in a major metro area, preferred locations, GA, NC, SC, FL, TX, AZ, CA, CO, MN, IL, IN, IA, WI, MI

Voya is committed to pay that’s fair and equitable, which means comparable pay for comparable roles and responsibilities. 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.

Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Voya Financial is willing to pay at the time of this posting. Actual compensation offered may vary from the posted salary range based upon the candidate’s geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly…