Client Relationship Consultant
Voya Financial
full-time
Posted on:
Location Type: Remote
Location: Remote • Connecticut, Massachusetts • 🇺🇸 United States
Visit company websiteSalary
💰 $60,450 - $100,760 per year
Job Level
SeniorLead
About the role
- Lead project implementation efforts for successful rollout of Be Ready program and services to new and existing clients.
- Manage project initiation, data gathering and planning, and program implementation across multiple projects.
- Review for success after initial implementation and make program adjustments as necessary to fit client and advisor needs.
- Provide support on project management work and effectively collaborate with various internal / external business partners (Relationship Managers, Communication Managers, Financial Advisors, marketing, etc.) to ensure a successful and timely implementation of program services.
- Collaborate directly with plan sponsors, relationship managers, and communication managers, to determine type of program services needed.
- Work with financial advisors and internal business partners to determine resources to be assigned for a successful implementation and support and maintenance required for an effective program.
- Develop and manage project plans for execution of multiple tasks associated with each implementation project, ensure target date deliverables, and project resource and event management.
- Conduct ongoing meetings with all involved parties to monitor the progress of new implementation projects and on existing Be Ready programs and resolve any issues that may impede the progress (program success).
- Play in active relationship management role with the plan sponsor and advisors to maintain ongoing engagements and program effectiveness.
- Provide support as a SME to financial advisors and admin assistants through pre/post engagement and systems training for proper tracking and reporting.
- Generate and provide reporting to internal and external parties.
- Other duties as assigned.
Requirements
- Minimum 7 years business experience with 2+ years’ experience in Retirement Plans required
- Experience interacting with members of management other than direct Manager in work situations
- Excellent interpersonal and written communication skills
- Proficient in various desktop and internet based applications
- Strong organizational, analytical and problem-solving skills
- Strong Time Management skills
- Independent self-starter who thinks proactively.
- College degree or equivalent experience preferred
- At least 3 + years’ experience managing or playing a major role in corporate projects (including systems projects) preferred
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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
project managementdata gatheringprogram implementationproject planningreportingsystems trainingresource managementevent managementanalytical skillsproblem-solving
Soft skills
interpersonal skillswritten communicationorganizational skillstime managementindependent self-starterproactive thinking