6+ years of experience in client service relationship management for defined contribution plans.
Bachelor's degree or equivalent retirement services work experience.
FINRA Series 6 or 7 and Series 63 licensing required.
Strong understanding of tax-exempt retirement plans and investment background.
Excellent verbal and written communication skills.
Responsibilities
Build trust-based relationships with key client stakeholders.
Analyze plan data and industry trends to develop strategic recommendations.
Lead cross-functional service teams in executing client strategies.
Drive client retention efforts and manage RFIs, RFPs, and benchmarking exercises.
Identify opportunities for organic growth and cross-sale of Voya products.
Benefits
Health, dental, vision, and life insurance plans.
401(k) Savings plan with generous company matching contributions (up to 6%).
Employer-paid cash balance retirement plan (4%).
Tuition reimbursement up to $5,250/year.
Paid time off including 20 days, nine paid holidays, and a flexible Diversity Celebration Day.
Full Job Description
Get to Know the Opportunity:
The Client Relationship Manager (CRM) is an individual contributor responsible for delivering a service strategy that meets or exceeds client expectations. Success in this role is measured through client satisfaction, retention, and plan optimization. The CRM builds trusted relationships with clients, provides consultative guidance on retirement plan strategy and investments, and leads cross-functional teams in delivering solutions that support client and participant needs.
Candidates must reside in the Northwest region of the United States to effectively cover the assigned client territory. This position requires approximately 25-40% travel based on client and business needs.
The Contributions You'll Make:
Build trust-based relationships with key client stakeholders, including senior executives, Treasury, Human Resources, Benefits, advisors, and third-party administrators (TPAs).
Attend Plan Investment and Administrative Committee meetings, as appropriate.
Analyze plan data and industry trends to develop strategic recommendations related to plan design, products, investments, and participant engagement.
Lead Voya's cross-functional service team in executing client strategies and reporting effectiveness against agreed-upon metrics.
Drive client retention efforts and manage RFIs, RFPs, and benchmarking exercises for existing clients.
Lead contract negotiations, including pricing strategy, contract preparation and execution, and appropriate Service Level Agreements.
Use consultative engagement to understand clients' labor and benefits strategies and align solutions to their needs.
Partner with internal teams to establish implementation dates, define project scope and requirements, negotiate client project costs, and manage expectations regarding delivery timelines.
Identify opportunities for organic growth and cross-sale of Voya products and solutions, working across the organization to develop, position, close, and implement appropriate solutions.
Contribute to RFP responses and participate in the sales process for new Retirement business.
Maintain a strong understanding of Voya's offerings and present solutions to prospective clients in a way that clearly communicates Voya's differentiated value proposition.
Minimum Knowledge & Experience:
6+ years of experience in client service relationship management for defined contribution plans.
Bachelor's degree or equivalent retirement services work experience.
FINRA Series 6 or 7 and Series 63 licensing.
Retirement industry experience.
Strong understanding of tax-exempt retirement plans, along with a solid investment background.
Strong client relationship management skills.
Strong interpersonal, presentation, and negotiation skills.
Excellent verbal and written communication skills.
Ability to travel approximately 25-40% of the time nationwide.
Preferred Knowledge & Experience:
Experience supporting governmental or tax-exempt retirement plan clients.
How This Role Aligns to Our Core Four:
Voya's Core Four reflect how we deliver for our customers and one another, and this role brings those expectations to life through trusted client relationships, thoughtful plan strategy, and disciplined execution.
Instill Customer Obsession: Build trusted relationships with clients and translate their retirement, benefits, and participant needs into strategies and solutions that strengthen satisfaction, plan outcomes, and retention.
Transform with Automation/AI: Use available automation, AI, and analytical capabilities responsibly to support plan analysis, identify trends, and make client and cross-functional processes more efficient.
Drive Higher Performance Through Our People: Lead cross-functional service teams with clear priorities and shared accountability to execute client strategies and deliver against agreed-upon outcomes.
Execute on the Fundamentals: Maintain disciplined execution across contracts, pricing, Service Level Agreements, implementation commitments, investment discussions, and other client deliverables.
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 - $150,000
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
Misuse of Voya's name in fraud schemes
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.
