Mid-Market Client Relationship Manager

Voya Financial is a financial services company committed to helping individuals and communities achieve better financial futures. The Mid-Market Client Relationship Manager is responsible for exceeding client service expectations, driving client satisfaction and retention, optimizing plans, managing relationships and contract negotiations, coordinating enhancement projects, and identifying client growth opportunities.

Responsibilities:

• Relationship Management: 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-upon metrics
• Client Retention and Contract Negotiations: 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
• Project Management: Responsible for coordinating internal resources for client enhancement project work. 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
• Client Growth: Identifies business opportunities for both organic growth and cross-sale of other Voya recordkeeping products 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 401(k) business. Fully understands all details of Voya’s recordkeeping 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
• Strong understanding of 401(k) plans 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
• Industry certifications and FINRA series 6 or 7 and 63 licensing required