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Client Relationship Manager at Voya Financial - ApplyBlast

Client Relationship Manager

Voya Financial

4 months ago

3.8 on Glassdoor

Milwaukee, WI

Hybrid

Full Time

Senior

0 applicants

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About this role

This senior client-facing role manages a book of business by driving new asset implementation, retention strategies, and overall client satisfaction. The professional serves as a subject matter expert, planning client growth initiatives, and collaborating with sales representatives to deliver comprehensive financial solutions.

Responsibilities

Maintain relationships with key clients and distribution partners
Develop strategic business plans for assigned client portfolios
Consult on investment issues including performance and suitability
Design participant education campaigns to increase contribution rates
Act as subject matter expert for sales presentations

Skills

Qualifications

Bachelor’s DegreeFINRA Series 6FINRA Series 7FINRA Series 63State Insurance License

About Voya Financial

voya.com

Headquarters

New York, New York, United States

Company Size

5001-10000 employees

Founded

2014

View Profile

We help individuals and employers clear a path to financial confidence with 401(k)s, 403(b)s, 457s, HSAs, FSAs, life, disability & voluntary insurance.