Client Relationship Manager – Mid-Market

Voya Financial

Client Relationship Manager at Voya developing trust-based relationships with clients and managing their investment issues. Responsible for client retention, contract negotiations, and strategic account management across defined contribution plans.

Posted 6/23/2026full-timeRemote • Illinois, Louisiana, Tennessee • 🇺🇸 United StatesMid-LevelSenior💰 $100,070 - $157,470 per yearWebsite

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Hard Skills

client service relationship managementinvestment analysiscontract negotiationpricing strategyproject managementdata analysisperformance analysisbenchmarkingstrategic planningparticipant engagement solutions

Soft Skills

interpersonal skillspresentation skillsnegotiation skillsverbal communicationwritten communicationclient managementtrust-buildingteam leadershiporganizational skillsexpectation management

Certifications & Qualifications

FINRA series 6FINRA series 7FINRA series 63Bachelor's Degree

Industry Keywords

defined contribution plansretirement planscorporate retirement planstax exempt plansinvestment backgroundclient retentionService Level Agreementscross-saleorganic growthRFI

About the role

Key responsibilities & impact

Meets with client key stakeholders to develop trust-based relationships within client organizations
Consults with clients and brokers on investment issues including performance, diversification, style, and suitability
Attends Plan Investment and Administrative Committee meetings as appropriate
Analyzes plan data and industry trends and develops a strategic plan around plan design, product, and participant engagement solutions to meet clients’ needs
Leads Voya’s cross-functional service team to execute against the plan and report on effectiveness based on agreed-to metrics
Responsible for client retention and manages RFIs, RFPs, and benchmarking exercises for clients
Manages contract negotiations for existing clients
Responsible for pricing strategy, contract preparation and signing
Negotiates appropriate Service Level Agreements
Works with internal teams to establish live dates and scope out the project details
Responsible for negotiating project costs to clients and managing expectations concerning implementation dates
Identifies business opportunities for both organic growth and cross-sale of other Voya products and solutions

Requirements

What you’ll need

6+ years of experience in client service relationship management for defined contribution plans
Industry certifications and FINRA series 6 or 7 and 63 licensing will be required
Strong understanding of retirement plans both corporate and tax exempt as well as a solid investment background
Strong Client Management experience and skills
Strong interpersonal, presentation, and negotiation skills
Excellent verbal and written communications skills
Bachelor’s Degree or equivalent
Travel – 25 – 40% of time; Locations – Nation-wide

Benefits

Comp & perks

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