Client Relationship Manager – External

Voya Financial

Client Relationship Manager growing retirement-plan assets and client satisfaction for Voya Financial, a retirement and investment-management company. Advising clients, brokers and plan sponsors on investments, education and service initiatives.

Posted 8/4/2026full-timeRemote • Florida • 🇺🇸 United StatesJuniorMid-Level💰 $89,170 - $148,650 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client relationship management, business development, and financial services, with a focus on investment consulting and participant education. Proven ability to drive asset growth and client satisfaction while managing a diverse book of business.

Highest-signal resume keywords

Client Relationship ManagementInvestment ConsultingBusiness DevelopmentFINRA Series 6 or 7 and 63State Insurance License

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Services ExperienceDefined Contribution Marketplace KnowledgeAnalytical SkillsOrganizational SkillsTime Management Skills

Soft Skills

Strong Communication SkillsConsultative Skills

Certifications & Qualifications

FINRA Series 6 or 7FINRA Series 63State Insurance License

Industry Keywords

Client SatisfactionAsset GrowthBusiness ImplementationParticipant Education CampaignsSales Presentations

About the role

Key responsibilities & impact

Maintain and strengthen relationships with key clients, distribution partners and TPAs
Develop business plans identifying key clients and action steps to manage those relationships
Consult with clients and brokers on investment issues including performance, diversification, style and suitability
Work with plan sponsors to design participant education campaigns aimed at increasing participation and contribution rates
Assist sales representatives with sales presentations
Act as a subject matter expert on Voya’s service model, installation process, ongoing service and procedures
Introduce and support new product and service initiatives
Drive new business implementation, asset retention, asset growth and client satisfaction for an assigned book of business

Requirements

What you’ll need

Bachelor’s degree preferred or equivalent work experience
Minimum of 4 years of experience in the financial services industry or 2 years within the defined contribution marketplace
FINRA Series 6 or 7 and 63
State insurance license
Strong analytical, organizational and time management skills
Ability to travel frequently
Representative must be located in the Jacksonville area

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
Flexible work environment depending on business needs
Annual cash incentives, sales incentives, and/or long-term incentives based on the role