Associate Consultant Relations Advisor
About the role
The Associate Consultant Relations Advisor’s (ACRA) primary objective is to collaborate with US Consultant Relations (“CR”) to drive commercial success with Investment Consultants and other Professional Buyers. ACRAs need to effectively partner with Investment Teams, Marketing & Product, Client Service and Business Development to enable US Distribution to achieve its sales targets.
Responsibilities
- Provide support to the Consultant Relations team to cover marketing and distribution of Fixed Income, Alternatives, Equities and Solution-driven strategies.
- Organize and prepare for consultant meetings, calls, on-sites, and Voya sponsored events.
- Coordinate with internal partners (e.g., RFP, CPM, Marketing, Product teams) to complete consultant requests and track appropriately.
- Identify and implement best practices on the team for utilization across all team members and regions.
- Maintain consultant strategy for each national and global firm.
- Collaborate with Regional Client Advisory teams.
- Partner with Business Management to maintain in Salesforce all activities/call reports, pipeline updates, and organizational information including key contacts.
- Ensure timely and accurate data to allow proper reporting to be reviewed during monthly regional CA/CR meetings and one-on-one meetings with the leadership of Distribution.
Requirements
- Undergraduate degree with 2–3 years of work experience, preferably within the institutional investment management industry or in an investment banking analyst program; product knowledge across Fixed Income, Equities and Alternatives is preferred.
- Demonstrated ability to learn complex investment/product concepts, with strong analytical and creative problem-solving skills.
- Excellent interpersonal, teamwork, written/verbal communication, and presentation skills.
- Strong project management, organization, and planning skills, with a demonstrated ability to meet deadlines without compromising accuracy or quality; strong ownership of projects and tasks.
- FINRA Series 7 and 63 licenses are required within 90 days of filling the position.
- Candidates who have not begun the CFA program will be expected to pursue the CFA Charter beginning in their first year.
- Familiarity with AI‑enabled tools — experience using or willingness to adopt AI‑driven tools to enhance efficiency and achieve sales targets.
Compensation
Voya is committed to pay that’s fair and equitable, which means comparable pay for comparable roles and responsibilities. The annual base salary range reflects the expected hiring range 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. 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.
$80,000 to $95,000 USD
Benefits
- 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
Skills
- Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
- Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.
- Team Mentality: Partnering effectively to drive our culture and execute on our common goals.
- Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions.
- Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.