GoDirect

Strategic Relationship Manager

Los Angeles, CA Full time

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

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:

  • 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

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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

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. 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

  • 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.

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