Voya Financial, Inc

Associate Client Advisor

Voya Financial, Inc$100K — $110K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Undergraduate degree with 3-4 years in institutional investment management or investment banking.
  • Strong teamwork and interpersonal skills.
  • Excellent project management and organizational abilities.
  • Proven analytical skills with creative problem-solving experience.
  • Requires Series 7 and 63 licenses within 90 days; CFA Charter pursuit expected within the first year.

Responsibilities

  • Support client advisors in driving sales of investment strategies.
  • Identify new business opportunities through research and analysis.
  • Organize and prepare for client engagements and events.
  • Develop outreach plans targeting specific client segments.
  • Collaborate with client service teams to cross-sell services.

Benefits

  • Health, dental, and vision insurance options.
  • Generous 401(k) plan with up to 6% company match.
  • Employer-funded cash balance retirement plan.
  • Tuition reimbursement up to $5,250 annually.
  • 20 days of paid time off plus paid holidays and a diversity celebration day.
Full Job Description
Get to Know the Opportunity

The US Institutional Associate Client Advisor ("ACA") will support one or more Client Advisors in order to drive sales of Voya Investment Management strategies across public and corporate plans (DB and DC), E&Fs, Tier 1 & 2 Consultants and Sub-advisory firms. The ACA will need to collaborate effectively with multiple Investment Teams, Marketing & Product, Client Service and Business Development in order to contribute to the team's success in raising and retaining assets.

The Contributions You Will Make

A dynamic, extroverted, self-starter, passionate, and enthusiastic individual with some investment management experience, good relationship management, sales, and interpersonal skills, as well as a strong desire to develop knowledge in the asset management business. Qualified candidates may view this as a pathway to a client-facing role after demonstrated success over a 3-year period.
  • Provide business development support to the CA/CR team by identifying prospective opportunities through primary research/industry sources.
  • Organize and prepare for prospect and consultant meetings, calls, on sites, and Voya-sponsored events.
  • Develop prospect outreach plans with the CA/CRs stemming from client segmentation campaigns or from independent plan research.
  • Partner with the Client Service team to help service and cross-sell existing client relationships.
  • Serve as back-up coverage for the team, including responding to prospect requests, reviewing RPFs, updating CRM and attending conferences/events when necessary.


Minimum Knowledge and Experience
  • Undergraduate degree with 3-4 years of work experience preferably within the institutional investment management industry or in an investment banking analyst program
  • Demonstrated ability to learn complex investment/product concepts.
  • Excellent interpersonal skills and effective teamwork skills
  • Strong project management, organizing, planning, and presentation skills.
  • Strong analytical skills and a background in creative problem solving.
  • Demonstrated ability to work effectively in a deadline-driven environment without compromising accuracy and quality of output.
  • Strong sense of ownership of projects and tasks
  • Some product knowledge in Fixed Income, Equities and Alternatives is preferred.
  • Superior written and verbal communication skills
  • License Series 7 and 63 are not a prerequisite but are required within 90 days of filling the position.
  • There will be an expectation that the CFA Charter will be pursued in the first year if the selected candidate has not started the process.
  • This role is open to remote work but with a preference to be based at Voya's offices in Walnut Creek, San Diego, or Scottsdale.


#LI-BMS

Compensation Pay Disclosure:

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 (i.e., 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 worked.

$100,000 to $110,000 USD

Be Well. Stay Well.

Voya provides the resources that can make a difference in your lives. To us, this means thriving physically, financially, socially and emotionally. Voya benefits are designed to help you do just that. That's why we offer an array of plans, programs, tools and resources with one goal in mind: To help you and your family be well and stay well.

What We Offer
  • 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


Learn more about Voya benefits (download PDF)

Critical Skills

At Voya, we have identified the following critical skills which are key to success in our culture:
  • Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
  • Critical Thinking: Thoughtful process of analyzing data and problem solving data 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 in order to make sound business decisions.
  • Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.


Learn more aboutCritical Skills

About Voya Financial, Inc

Voya Financial, Inc. is an American financial, retirement, investment, and insurance company based in New York City. The company was formed in 1991 as ING U.S., Inc. and was renamed Voya Financial in 2014. Voya Financial operates in the United States and has more than 6,000 employees. The company provides retirement, investment, and insurance solutions to individuals and businesses.
Learn more about Voya Financial, Inc
Size
6,000 employees
Market Cap
$5.8 billion
Industry
Net Income
-$206 million
Founded
1991
5 Year Trend
-13.7%
Revenue
$7.7 billion
NASDAQ

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