Overview
Together we fight for everyone’s opportunity for a better financial future. 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. We will be bold and committed to action and value a work environment where differences are understood, valued and intentionally pursued. 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.
Role Fully responsible within Tax‐Exempt Markets (TEM) for the relationship management engagement with large plan sponsors (in excess of $100 million in AUM/AUA), primarily in the Western United States. Responsible for developing and executing initiatives intended to meet plan retention and growth goals. Day to day activities include, but are not limited to the following:
Responsibilities
Develop and executive business plan and strategy for strengthening, growing and retaining large client relationships in the Government, Healthcare and Public Higher Education market
Enhance existing client relationships, including promoting the sale of products and cross-selling initiatives to targeted plan sponsors and to develop trust-based relationships with multiple levels within client organization.
Proactively contact clients to provide advice, planning and support outside of day-to-day and “standard” recordkeeping needs.
Initiate activity that aligns with revenue and profitability targets within TEM organization
Understand drivers and develop action plan, as appropriate, to ensure client satisfaction.
Coordinate all resources and other relationship touch points when situation calls for cross organization collaboration involving sales, marketing, investments, customer service and operations teams.
Lead finals presentations, client meetings, requests for proposals and where needed
Build and maintain relationships with third party consultants and advisors
Other duties as assigned.
Education and Experience
Bachelors Degree or equivalent, MBA a plus
6+ years proven client relationship management skills
Excellent verbal and written communication skills
Strong presentation skills
Strong problem solving skills
In‑depth knowledge of financial products and services, preferably within institutional retirement services market
Professional designations (i.e, CEBS, ChFC, CFP, AIF, etc.) a plus, but not required
Series 6/63 required
Salesforce.com or comparable CRM database experience a plus
Compensation 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.
$130,970 - $183,680 USD
Benefits Voya provides a comprehensive benefits program designed to help you and your family be well and stay well, including:
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
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 and Accommodations Voya Financial is an equal-opportunity employer. Voya Financial provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any other status protected by state or local law.
Voya is committed to the inclusion of all qualified individuals. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please reference resources for applicants with disabilities.
Misuse of Voya's name in fraud schemes.
#J-18808-Ljbffr
Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage – Apply Now.
Role Fully responsible within Tax‐Exempt Markets (TEM) for the relationship management engagement with large plan sponsors (in excess of $100 million in AUM/AUA), primarily in the Western United States. Responsible for developing and executing initiatives intended to meet plan retention and growth goals. Day to day activities include, but are not limited to the following:
Responsibilities
Develop and executive business plan and strategy for strengthening, growing and retaining large client relationships in the Government, Healthcare and Public Higher Education market
Enhance existing client relationships, including promoting the sale of products and cross-selling initiatives to targeted plan sponsors and to develop trust-based relationships with multiple levels within client organization.
Proactively contact clients to provide advice, planning and support outside of day-to-day and “standard” recordkeeping needs.
Initiate activity that aligns with revenue and profitability targets within TEM organization
Understand drivers and develop action plan, as appropriate, to ensure client satisfaction.
Coordinate all resources and other relationship touch points when situation calls for cross organization collaboration involving sales, marketing, investments, customer service and operations teams.
Lead finals presentations, client meetings, requests for proposals and where needed
Build and maintain relationships with third party consultants and advisors
Other duties as assigned.
Education and Experience
Bachelors Degree or equivalent, MBA a plus
6+ years proven client relationship management skills
Excellent verbal and written communication skills
Strong presentation skills
Strong problem solving skills
In‑depth knowledge of financial products and services, preferably within institutional retirement services market
Professional designations (i.e, CEBS, ChFC, CFP, AIF, etc.) a plus, but not required
Series 6/63 required
Salesforce.com or comparable CRM database experience a plus
Compensation 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.
$130,970 - $183,680 USD
Benefits Voya provides a comprehensive benefits program designed to help you and your family be well and stay well, including:
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
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 and Accommodations Voya Financial is an equal-opportunity employer. Voya Financial provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any other status protected by state or local law.
Voya is committed to the inclusion of all qualified individuals. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please reference resources for applicants with disabilities.
Misuse of Voya's name in fraud schemes.
#J-18808-Ljbffr