Profile Summary:
RVP, Client Relationship Manager is a player/coach role responsible for coaching, mentoring, and training Client Relationship Managers (CRMs) while also managing a book of business comprised of small and mid-sized companies.

Profile Description:

• Partner with Client Relationship Managers to act as a leader for CRMs helping to drive strategic growth and plan retention while improving the client experience.
• Leverage coaching/mentorship, relationship management, and training to drive improvement/maximize professional growth for CRMs on the team.
• Develop and execute a client strategy for your assigned book of business.
• Mentor individual service team members to guide performance improvement as measured by quality and service level metrics as well as field feedback and advisor satisfaction.
• Focus on process/procedural improvement to ensure effectiveness and efficiency in driving results and improving client satisfaction.
• Develop, enhance, and identify improvements to standard work.
• Assist in problem resolution/escalation management for CRM team by collaboratively working with the appropriate business areas.
• Support Continuous Improvement (CI) initiatives by leading huddles and sharing best practices.
• Develop and execute a strategic client strategy for your assigned book of business.
• Retain and grow assigned book of business.
• Develop and Strengthen Relationships with Advisors (Intermediaries), TPAs and Clients
• Introduce and Support New Product and Service Initiatives including identifying Cross Serve opportunities
• Consistent use of standard work for all job functions and required timely documentation in Salesforce.

Knowledge & Experience:

• Bachelor's degree preferred or equivalent work experience.
• Minimum of 6 years of experience in the financial services industry or 3 years within the defined contribution marketplace
• FINRA series 6 or 7 and 63
• State insurance license
• Strong analytical, organizational and time management skills
• Prior leadership/management/mentorship experience a plus

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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.

$89,170 - $148,650 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:
• Critical Thinking:
• Team Mentality:
• Business Acumen:
• Learning Agility:

Learn more aboutCritical Skills