Client Relationship Manager-Retirement

Voya Financial
CO, Colorado
$84.9K-$141.6K a year
Full-time
Part-time
We are sorry. The job offer you are looking for is no longer available.

We will do this together with customers, partners and colleagues. We will fight for others, not against : We will stand up for and champion everyone’s access to opportunities.

The status quo is not good enough we believe every individual and every community deserves access to financial opportunities.

We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today.

Like our Purpose Statement, Voya believes in being bold and committed to action. We are committed to a work environment where the differences that we are born with and those we acquire throughout our lives are understood, valued and intentionally pursued.

We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work.

Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision.

Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage Apply Now

Get to know the opportunity :

Territory to include Colorado, Utah, Wyoming & New Mexico.

Responsible for new business implementation, asset retention, growth of assets and client satisfaction for assigned book of business.

Travel to other regions may be required.

The contributions you'll make :

  • Maintain and strengthen relationships with key clients, distribution partners and TPAs
  • Develop business plans that identify key clients and list action steps to manage those relationships
  • Consult with clients and brokers on investment issues including performance, diversification, style and suitability
  • Work with plan sponsor to design participant education campaigns with the goal of increasing participation and contribution rates
  • Assist sales representatives with sales presentations and act as subject matter expert in topics such as Voya Service Model, installation process, ongoing service and procedures
  • Introduce and support new product and service initiatives

Minimum Knowledge and Experience :

  • Minimum of 4 years of experience in the financial services industry or 2 years within the defined contribution marketplace
  • Strong analytical, organizational and time management skills
  • Ability to travel frequently

Preferred Knowledge & Experience :

  • Bachelor’s degree preferred or equivalent work experience
  • FINRA series 6 or 7 and 63 (or obtain within 3 months from start date)
  • State insurance license

LI-TB1

Compensation Pay Disclosure :

Voya is committed to pay that’s fair and equitable, which means comparable pay for comparable roles and responsibilities.

The below annual base salary range reflects the expected hiring range(s) 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.

Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Voya Financial is willing to pay at the time of this posting.

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.

$84,930 - $141,560 USD

Be Well. Stay Well.

Voya provides the resources that can make a difference in your lives. To us, this means thriving physically, financially, socially and emotionally.

Voya benefits are designed to help you do just that. That’s why we offer an array of plans, programs, tools and resources with one goal in mind : To help you and your family be well and stay well.

What We Offer

  • 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

Critical Skills

At Voya, we have identified the following critical skills which are key to success in our culture :

  • 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.

Equal Employment Opportunity

Reasonable Accommodations

26 days ago
Related jobs
Promoted
VirtualVocations
Boulder, Colorado

Key Responsibilities:Form, maintain, and strengthen relationships with key clients, distribution partners, and TPAsDevelop and manage business plans to strengthen client and advisor relationshipsDesign participant education campaigns to drive increased participation and contribution ratesRequired Qu...

Promoted
Empower Retirement
Greenwood Village, Colorado

The Senior Client Services Manager is responsible for overall client satisfaction as the day-to-day resource for plan sponsors, third party administrators and advisors on a designated large and complex block of retirement plan business. This Senior Client Service Manager will work with Large/Mega 40...

Promoted
VirtualVocations
Boulder, Colorado

A company is looking for a Client Relationship Manager to support client relationships and 401(k) plan administration. ...

Charles Schwab
Lone Tree, Colorado

As the lead interface between plan sponsor and Schwab, the Relationship Manager will be accountable for client satisfaction, delivering value to clients by broadening Schwab's relationships with plan sponsors and plan participants. Relationship Manager, Retirement Plan Services. Driven by our purpos...

Promoted
VirtualVocations
Boulder, Colorado

A company is looking for an Operations Relationship Manager for the Individual Retirement Team. ...

Smith Seckman Reic Inc
Greenwood Village, Colorado

The Client Relationship Manager I holds responsibility for the overall relationship with identified clients and successful delivery of client’s projects. Looking for a Client Relationship Manager I-Building Commissioning. Serves as the principal level relationship and trusted advisor with clients fo...

Charles Schwab
Lone Tree, Colorado

As the lead interface between plan sponsor and Schwab, the Relationship Manager will be accountable for client satisfaction, delivering value to clients by broadening Schwab's relationships with plan sponsors and plan participants. Relationship Manager - RPS Client Service. Driven by our purpose to ...

T. Rowe Price
Colorado Springs, Colorado

Participates in internal activities and initiatives designed to improve the Client Administration/Retirement Plan Services process and ensure a high-quality client experience. Responsible for building and strengthening relationships with client leadership in HR, Benefits, Payroll and Finance as well...

HairClub
Greenwood Village, Colorado

Proactively engage with past, potential and current clients and maintain client service history, and collaborate with the team for client follow up to ensure service satisfaction. Maintains an in-depth client history on each client and uses the data to better meet each client’s expectations. Acts as...

Cornerstone Home Lending
Englewood, Colorado

The Client Relationship Manager will provide excellent client service, ensuring client expectations are met and exceeded through regular meetings and discussions covering service levels and portfolio performance. Creating and maintaining a high level of client satisfaction as measured by both intern...