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.

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

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

RVP, Regional Client Relations

Key skills