Jobs · Sales · New York

Internal Client Relationship Manager-Retirement

Voya Financial · New York, NY · Yesterday
Sales$63k–$106k/yrFull-time

About the Role

This role is responsible for new business implementation, asset retention, asset growth, and client satisfaction across an assigned book of business.

Responsibilities

  • Maintain and strengthen relationships with key clients, distribution partners, and third-party administrators (TPAs)
  • Develop business plans that identify key clients and define action steps to effectively manage those relationships
  • Consult with clients and brokers on investment topics, including performance, diversification, investment style, and suitability
  • Partner with plan sponsors to design participant education campaigns focused on increasing participation and contribution rates
  • Support sales representatives with presentations and serve as a subject matter expert on topics such as the Voya Service Model, installation process, ongoing service, and procedures
  • Introduce and support new product and service initiatives

Requirements

  • Minimum of 4 years of experience in the financial services industry or 2 years of experience within the defined contribution marketplace
  • FINRA Series 6 or 7 and Series 63 required within 90 days
  • State insurance license
  • Strong analytical, organizational, and time management skills
  • Ability to travel frequently
  • High School Diploma or GED required; bachelor’s degree preferred

Preferred Qualifications

  • Additional experience supporting client relationships, defined contribution plans, or retirement plan services is valued

How This Role Aligns To Our Core Four

Voya’s Core Four shape how we serve our customers and work together, and this role brings those expectations to life through:

  • Instill Customer Obsession: Strengthen client, broker, and partner relationships by delivering responsive service and solutions that support client satisfaction, asset retention, and growth.
  • Transform with Automation/AI: Use available automation and AI tools responsibly to reduce friction and improve the quality and efficiency of client support, analysis, and preparation.
  • Drive Higher Performance Through Our People: Partner effectively with sales representatives, plan sponsors, distribution partners, and TPAs to create clarity and deliver strong outcomes.
  • Execute on the Fundamentals: Maintain consistent, high-quality execution across implementations, ongoing service, investment discussions, and new product or service initiatives.

Pay

The annual base salary range for this position is $63,470 - $105,800 USD. Actual compensation may vary based on geographic location, experience, education, and skill level. In addition to base salary, Voya offers incentive opportunities based on performance.

Benefits

  • Health, dental, vision, and life insurance plans
  • 401(k) Savings plan with 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: 20 days PTO, 9 paid company holidays, and a flexible Diversity Celebration Day
  • Paid volunteer time (40 hours per calendar year)

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