Internal Client Relationship Manager – Retirement

This is a fully remote position, open to applicants in Arizona, +4 more states.

📋 Description

• Accountable for the implementation of new business, retention of assets, growth of assets, and ensuring client satisfaction within a designated book of business.

• Cultivate and enhance relationships with key clients, distribution partners, and third-party administrators (TPAs).

• Create business plans that pinpoint key clients and outline action steps for managing those relationships.

• Provide consultations to clients and brokers regarding investment topics such as performance, diversification, investment style, and suitability.

• Collaborate with plan sponsors to develop participant education initiatives aimed at boosting participation and contribution rates.

• Assist sales representatives in presentations and act as a subject matter expert on the Voya Service Model, installation process, ongoing service, and procedures.

• Introduce and support new product and service initiatives.

• Responsibly utilize available automation and AI tools to enhance client support, analysis, and preparation.

• Collaborate with sales representatives, plan sponsors, distribution partners, and TPAs to achieve strong results.

• Ensure consistent, high-quality execution across implementations, ongoing service, investment discussions, and new product or service initiatives.

⛳️ Requirements

• At least 4 years of experience in the financial services sector or 2 years in the defined contribution marketplace.

• Must obtain FINRA Series 6 or 7 and Series 63 licenses within 90 days.

• State insurance license is required.

• Strong analytical, organizational, and time management abilities.

• Willingness to travel frequently.

• High School Diploma or GED is required.

• Additional experience in supporting client relationships, defined contribution plans, or retirement plan services is preferred.

• A Bachelor’s degree is desirable.

🏝️ Benefits

• Health, dental, vision, and life insurance plans.

• 401(k) Savings plan with generous company matching contributions (up to 6%).

• Voya Retirement Plan featuring an employer-paid cash balance retirement plan (4%).

• Tuition reimbursement up to $5,250 per year.

• Paid time off, which includes 20 days of paid time off, nine paid company holidays, and a flexible Diversity Celebration Day.

• Paid volunteer time of 40 hours per calendar year.

• Annual cash incentives, sales incentives, and/or long-term incentives based on role and achievement of annual performance objectives.