Voya Financial
AVP, Strategic Relationship Manager
Voya Financial, San Diego, California, United States, 92189
Overview
AVP, Strategic Relationship Manager role at Voya Financial. The Large Market Relationship Manager in the Client Relationship Wealth team has accountability for client satisfaction, retention, and profitable growth for a book of business ($500m+) as well as sales support for new business. The individual will execute on the Wealth Solutions client engagement and service strategy, focused on retaining customers, and driving cross-serve strategies across a complete array of Voya solutions that support achieving better outcomes for our customers and their participants. The person will manage between 8-10 clients across corporate and Tax Exempt retirement clients. This role can sit virtually in any location across the US. Responsibilities
Relationship Management: Meets with clients regularly to develop trust-based relationships within client organizations, including Senior Executives, Treasury, Human Resources and Benefits. Attends Plan Investment and Administrative Committees. Understands the client’s organizational structures, industry and business drivers. Develops relationships with outside consultants and other client service providers. Strategic Account Management: Through consultative engagement works with clients to understand their labor and benefits strategies. Analyzes plan data and industry trends and develops a strategic plan of plan design, product and participant engagement solutions to meet those needs. Leads Voya’s cross-functional service team to execute against the plan. Client Growth: Identifies business opportunities for both organic growth and cross-sale of other Voya products and works within the Voya organization to develop, position, close and implement these. Participates in the sale of new 401(k) business. Client Retention and Contract Negotiations: Responsible for client retention and manages RFIs, RFPs, and benchmarking exercises. Manages contract negotiations for existing clients. Responsible for pricing strategy, contract preparation and signing. Negotiates appropriate Service Level Agreements. Business Leadership: Subject matter expert and senior contributor to management team providing insight and strategies that advance the business. Works with junior members of the service team providing guidance and mentoring to ensure client satisfaction. Knowledge and Experience
10 – 15 years of Retirement Industry Experience Strong Client Management experience and skills Deep technical knowledge of plan design features for 401(k) and non-qualified plans, legal and regulatory framework, industry trends In-depth knowledge of financial products and services, preferably within institutional retirement services Excellent verbal and written communications skills Strong consultative and negotiation skills Bachelor’s Degree or equivalent Industry certifications and FINRA licensing preferred Travel – 25 – 40% of Time This is a 100% remote position, candidate must be willing to travel Compensation
Voya is committed to pay that’s fair and equitable, which means comparable pay for comparable roles and responsibilities. The base salary range reflects the expected hiring range for this position in the listed locations. 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. Salary information is for candidates hired to work within listed locations and will be finalized at offer. Salaries for part-time roles will be prorated based on hours worked. $127,160 - $178,320 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 Learn More About Voya Benefits Critical Skills
Customer Focused: Passionate drive to delight customers and offer unique solutions Critical Thinking: Analyzing data and problem solving to reach solutions Team Mentality: Partnering effectively to drive culture and goals Business Acumen: Understanding of the financial services industry to make sound decisions Learning Agility: Openness to new ways of thinking and skills development Equal Employment Opportunity
Voya Financial is an equal-opportunity employer. Voya 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. 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.
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AVP, Strategic Relationship Manager role at Voya Financial. The Large Market Relationship Manager in the Client Relationship Wealth team has accountability for client satisfaction, retention, and profitable growth for a book of business ($500m+) as well as sales support for new business. The individual will execute on the Wealth Solutions client engagement and service strategy, focused on retaining customers, and driving cross-serve strategies across a complete array of Voya solutions that support achieving better outcomes for our customers and their participants. The person will manage between 8-10 clients across corporate and Tax Exempt retirement clients. This role can sit virtually in any location across the US. Responsibilities
Relationship Management: Meets with clients regularly to develop trust-based relationships within client organizations, including Senior Executives, Treasury, Human Resources and Benefits. Attends Plan Investment and Administrative Committees. Understands the client’s organizational structures, industry and business drivers. Develops relationships with outside consultants and other client service providers. Strategic Account Management: Through consultative engagement works with clients to understand their labor and benefits strategies. Analyzes plan data and industry trends and develops a strategic plan of plan design, product and participant engagement solutions to meet those needs. Leads Voya’s cross-functional service team to execute against the plan. Client Growth: Identifies business opportunities for both organic growth and cross-sale of other Voya products and works within the Voya organization to develop, position, close and implement these. Participates in the sale of new 401(k) business. Client Retention and Contract Negotiations: Responsible for client retention and manages RFIs, RFPs, and benchmarking exercises. Manages contract negotiations for existing clients. Responsible for pricing strategy, contract preparation and signing. Negotiates appropriate Service Level Agreements. Business Leadership: Subject matter expert and senior contributor to management team providing insight and strategies that advance the business. Works with junior members of the service team providing guidance and mentoring to ensure client satisfaction. Knowledge and Experience
10 – 15 years of Retirement Industry Experience Strong Client Management experience and skills Deep technical knowledge of plan design features for 401(k) and non-qualified plans, legal and regulatory framework, industry trends In-depth knowledge of financial products and services, preferably within institutional retirement services Excellent verbal and written communications skills Strong consultative and negotiation skills Bachelor’s Degree or equivalent Industry certifications and FINRA licensing preferred Travel – 25 – 40% of Time This is a 100% remote position, candidate must be willing to travel Compensation
Voya is committed to pay that’s fair and equitable, which means comparable pay for comparable roles and responsibilities. The base salary range reflects the expected hiring range for this position in the listed locations. 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. Salary information is for candidates hired to work within listed locations and will be finalized at offer. Salaries for part-time roles will be prorated based on hours worked. $127,160 - $178,320 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 Learn More About Voya Benefits Critical Skills
Customer Focused: Passionate drive to delight customers and offer unique solutions Critical Thinking: Analyzing data and problem solving to reach solutions Team Mentality: Partnering effectively to drive culture and goals Business Acumen: Understanding of the financial services industry to make sound decisions Learning Agility: Openness to new ways of thinking and skills development Equal Employment Opportunity
Voya Financial is an equal-opportunity employer. Voya 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. 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.
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