Voya Financial
Client Relationship Manager-Retirement
Voya Financial, San Francisco, California, United States, 94199
Join to apply for the
Client Relationship Manager-Retirement
role at
Voya Financial 15 hours ago Be among the first 25 applicants Join to apply for the
Client Relationship Manager-Retirement
role at
Voya Financial Get AI-powered advice on this job and more exclusive features. Direct message the job poster from Voya Financial Together we fight for everyones 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 everyones 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
Responsible for new business implementation, asset retention, growth of assets and client satisfaction for assigned book of business.
Please Note: Work location for this role is FLEXIBLE! This position allows 100% remote work from home.
The Contributions Youll 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 & Experience
Minimum of 4 years of experience in the financial services industry or 2 years within the defined contribution marketplace FINRA series 6 or 7 and 63 State insurance license Strong analytical, organizational and time management skills
Preferred Knowledge & Experience
Bachelors degree preferred or equivalent work experience
Compensation Pay Disclosure
Voya is committed to pay thats 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 candidates 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.
$60,450 - $100,760 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. Thats 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
Learn More About Voya Benefits (download PDF)
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.
Learn More About Critical Skills
Equal Employment Opportunity
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.
Reasonable Accommodations
Voya is committed to the inclusion of all qualified individuals. As part of this commitment, Voya will ensure that persons with disabilities are provided reasonable accommodations. 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
Seniority level
Seniority level
Not Applicable Employment type
Employment type
Full-time Job function
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Client Relationship Manager-Retirement
role at
Voya Financial 15 hours ago Be among the first 25 applicants Join to apply for the
Client Relationship Manager-Retirement
role at
Voya Financial Get AI-powered advice on this job and more exclusive features. Direct message the job poster from Voya Financial Together we fight for everyones 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 everyones 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
Responsible for new business implementation, asset retention, growth of assets and client satisfaction for assigned book of business.
Please Note: Work location for this role is FLEXIBLE! This position allows 100% remote work from home.
The Contributions Youll 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 & Experience
Minimum of 4 years of experience in the financial services industry or 2 years within the defined contribution marketplace FINRA series 6 or 7 and 63 State insurance license Strong analytical, organizational and time management skills
Preferred Knowledge & Experience
Bachelors degree preferred or equivalent work experience
Compensation Pay Disclosure
Voya is committed to pay thats 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 candidates 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.
$60,450 - $100,760 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. Thats 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
Learn More About Voya Benefits (download PDF)
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.
Learn More About Critical Skills
Equal Employment Opportunity
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.
Reasonable Accommodations
Voya is committed to the inclusion of all qualified individuals. As part of this commitment, Voya will ensure that persons with disabilities are provided reasonable accommodations. 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
Seniority level
Seniority level
Not Applicable Employment type
Employment type
Full-time Job function
Job function
Sales and Business Development Industries
Insurance and Financial Services Referrals increase your chances of interviewing at Voya Financial by 2x Get notified about new Client Relationship Manager jobs in
San Francisco, CA . San Francisco, CA $145,000.00-$160,000.00 5 days ago San Francisco, CA $200,000.00-$250,000.00 5 hours ago Sr. Client Solutions Manager, Strategic Accounts, Marketing Solutions
Lead Client Solutions Manager, Strategic Accounts, Marketing Solutions
San Bruno, CA $104,000.00-$202,000.00 4 days ago San Francisco, CA $80,000.00-$120,000.00 2 weeks ago Client Experience & Service Manager, San Francisco
VP, National Account Manager - Health Systems
San Francisco, CA $110,000.00-$185,000.00 1 day ago Oakland, CA $84,000.00-$108,000.00 4 weeks ago Sales Director / Account Manager | Local Candidates - San Ramon
Regional Market Manager, Customer Success(West)
Senior Business Development Manager/Major Account Manager, Technical Staffing
Senior Revenue Enablement Manager, Technical Sales, Customer Success, Channel
San Francisco, CA $155,600.00-$230,500.00 5 hours ago San Francisco, CA $116,030.00-$166,970.00 3 weeks ago Revenue Operations Manager - Customer Success (Hybrid - San Mateo, CA)
San Francisco, CA $90,000.00-$130,000.00 3 hours ago Director of Operations & Chief Compliance Officer
Foster City, CA $160,000.00-$200,000.00 3 weeks ago Sr. Business Development Manager, AWS Private Equity, AWS Private Equity
San Francisco, CA $150,500.00-$200,000.00 4 hours ago Group Product Manager, Customer Success Management
San Francisco, CA $163,200.00-$264,000.00 20 hours ago Sr. Business Development Manager, AWS Private Equity, AWS Private Equity
San Francisco, CA $133,200.00-$220,200.00 2 weeks ago Business Development Manager - B2B Outside Sales - Restoration/Construction
Foster City, CA $160,000.00-$200,000.00 1 day ago Business Development Manager - B2B Outside Sales - Restoration/Construction
San Francisco, CA $110,000.00-$180,000.00 2 weeks ago Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr