Client Relationship Manager Mid - Market

Voya Financial is committed to providing opportunities for a better financial future and is seeking a Client Relationship Manager for the Mid-Market segment. The role involves managing client relationships, ensuring client satisfaction, retention, and optimizing service delivery while also identifying growth opportunities for Voya's products.

Responsibilities:

• Meets with client key stakeholders to develop trust-based relationships within client organizations, including Senior Executives, Treasury, Human Resources, Benefits, Advisors, and TPAs
• Consults with clients and brokers on investment issues including performance, diversification, style, and suitability
• Attends Plan Investment and Administrative Committee meetings as appropriate
• Analyzes plan data and industry trends and develops a strategic plan around plan design, product, and participant engagement solutions to meet clients’ needs
• Leads Voya’s cross-functional service team to execute against the plan and report on effectiveness based on agreed-to metrics
• Responsible for client retention and manages RFIs, RFPs, and benchmarking exercises for clients
• Manages contract negotiations for existing clients
• Responsible for pricing strategy, contract preparation and signing
• Negotiates appropriate Service Level Agreements
• Through consultative engagement works with clients to understand their labor and benefits strategies
• Analyzes plan data and industry trends and develops a strategic plan of plan design, product and participant engagement solutions to meet those needs
• Leads Voya’s cross-functional service team to execute against the plan
• Works with internal teams to establish live dates and scope out the project details
• Responsible for negotiating project costs to clients and managing expectations concerning implementation dates
• Identifies business opportunities for both organic growth and cross-sale of other Voya products and solutions and works within the Voya organization to develop, position, close and implement these solutions
• Contributes to the development of RFP responses and participates in the sales process for new Retirement business
• Fully understands all details of Voya’s offering for potential clients, and presents them in a way that best positions Voya to highlight its differentiated value proposition

Requirements:

• 6+ years of experience in client service relationship management for defined contribution plans
• Industry certifications and FINRA series 6 or 7 and 63 licensing will be required
• Strong understanding of retirement plans both corporate and tax exempt as well as a solid investment background
• Strong Client Management experience and skills
• Strong interpersonal, presentation, and negotiation skills
• Excellent verbal and written communications skills
• Bachelor's Degree or equivalent
• Travel – 25 – 40% of time; Locations – Nation-wide
• This position can sit in a major metro area, preferred locations, GA, NC, SC, FL, TX, AZ, CA, CO, MN, IL, IN, IA, WI, MI