Voya Financial, Inc

AVP, Regional Client Relations

Voya Financial, Inc$136K — $170K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • At least six years of defined contribution (DC) or related experience.
  • In-depth knowledge of the company's products and services.
  • Excellent verbal and written communication skills.
  • Proven leadership ability with a diverse team.
  • Strong client relationship management skills.
  • Bachelor's degree or equivalent.
  • FINRA Series 6, 63, and 26 certifications required, along with state life and health licenses.

Responsibilities

  • Lead a team of Relationship Managers in the Northeastern U.S. to promote client retention and expansion.
  • Manage executive relationships with key clients and advisors.
  • Develop and implement annual strategic business plans for client retention.
  • Ensure client servicing objectives are met by collaborating with various corporate areas.
  • Conduct training and provide coaching to team members for performance improvement.
  • Monitor team workloads and adjust as necessary for effective operation.
  • Partner with teams to identify best practices and reinforce use of operational standards.

Benefits

  • Health, dental, vision, and life insurance plans.
  • 401(k) Savings plan with company matching contributions (up to 6%).
  • Employer-paid cash balance retirement plan (4%).
  • Tuition reimbursement of up to $5,250/year.
  • 20 days paid time off, nine paid company holidays, and a flexible Diversity Celebration Day.
  • 40 hours of paid volunteer time per calendar year.
Full Job Description
Profile Summary/Description
  • Leads a team of Relationship Managers in the Northeastern 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's requirements and develop 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 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 CRM team, and translate organizational strategy into clear targets based on business plans for territory.
  • Partner with CRMs and peers of VPs, Client Relations to identify best practices, and reinforce consistent use of standards to support identification of deviations form 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 in order to achieve objectives
  • Accompany CRM to top client meetings as 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 articulate organizational vision on topics.


Knowledge and Experience
  • 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


#LI-NV1

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.

$136,560 - $170,700 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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