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Leads a team of Relationship Managers in the Western U.S. to retain and expand defined contribution plan relationships. Manages executive client relationships and collaborates with national leadership to drive retention and growth strategies.
Requires at least six years of DC or related experience and a bachelor's degree or equivalent. Must hold FINRA Series 6, 63, and 26 licenses along with state life and health certifications.
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.
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
Leads a team of Relationship Managers in the Western U.S. responsible for retaining and expanding existing defined contribution plan relationships.
Manages executive relationships with key clients and advisors.
Develops and executes upon annual strategic business plans for client retention
Work closely with sales, plan administration, operation staff and other corporate areas to ensure client servicing objectives are met.
Participate in sales presentations and have a thorough understanding of client's requirements and develop programs to meet these requirements.
Collaborate with VP of Client Relations peers nationally to drive a consistent national strategy focused on retention, growth and client satisfaction.
Drive year over year performance improvement of CRM team as measured by survey scores, plan and participant level retention and sponsor satisfaction.
Drive Continuous Improvement in the region using the full management system and model CI behaviors.
Conduct recruiting as team needs evolve.
Work with RVP CRMs and CRMs to develop business plans and strategy for assigned territory.
Clearly articulate organizational vision to CRM team, and translate organizational strategy into clear targets based on business plans for territory.
Partner with CRMs and peers of VPs, Client Relations to identify best practices, and reinforce consistent use of standards to support identification of deviations form target performance.
Spend majority of time coaching CRMs in their day-to-day activities, identifying issues and partnering with the front line to problem solve new ways of working in order to achieve objectives
Accompany CRM to top client meetings as Senior Leadership representative.
Ensure consistent execution of activities and processes, including annual plan reviews and enrollment-related activities.
Provide regular coaching and feedback to CRMs to maximize retention and participant engagement.
Monitor team workload and rebalance as necessary to maximize team effectiveness.
Conduct and engage in training .
Clearly articulate organizational vision on topics.
Typically has at least six years of DC or related experience.
In-depth knowledge of the company's products and services.
Possess excellent communications skills, both verbal and written.
Prior proven ability to lead a diverse team.
Strong client relationship management skills.
Bachelor’s degree or equivalent
FINRA Series 6, 63 and 26 required, along with state life and health
#LI-NV1
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.
$136,560 - $170,700 USDBe 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
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:
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.
Well Planned, Well Invested, Well Protected®
Voya Financial, Inc. (NYSE: VOYA), is a leading retirement, employee benefits and investment management company. Voya’s services and solutions help clear the path to financial confidence and a more fulfilling life for individual, workplace and institutional clients, supporting more than 18 million customer relationships. Certified as a “Great Place to Work” by the Great Place to Work® Institute, Voya fosters a culture that values customer centricity, integrity, accountability, agility and inclusivity. Together with customers and partners, Voya employees fight for everyone's opportunity for a better financial future. For more information visit voya.com and follow Voya Financial on LinkedIn, Facebook and Instagram.
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