Client Relationship Manager

Voya Financial

. Deliver a service strategy that meets or exceeds client expectations .

Posted 10/30/2026full-timeUnited StatesMid-LevelSenior💰 $100,000 - $150,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client service relationship management for defined contribution plans, with a strong focus on strategic recommendations, contract negotiations, and client retention efforts. Proficient in leveraging analytical capabilities and industry knowledge to drive organic growth and enhance client engagement.

Highest-signal resume keywords

Client Relationship ManagementContract NegotiationDefined Contribution PlansRetirement Industry ExperienceFINRA Series 6 Or 7 And Series 63 Licensing

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Plan Data AnalysisStrategic RecommendationsProject Scope DefinitionClient Project Cost NegotiationRFI And RFP ManagementService Level AgreementsTax-Exempt Retirement PlansInvestment BackgroundAutomation And AI UtilizationBenchmarking Exercises

Soft Skills

Interpersonal SkillsPresentation SkillsNegotiation SkillsVerbal CommunicationWritten Communication

Certifications & Qualifications

FINRA Series 6FINRA Series 7FINRA Series 63

Industry Keywords

Retirement ServicesDefined Contribution PlansClient RetentionGovernmental Retirement PlansTax-Exempt Retirement Plans

About the role

Key responsibilities & impact

Deliver a service strategy that meets or exceeds client expectations
Build trust-based relationships with key client stakeholders, including senior executives, Treasury, Human Resources, Benefits, advisors, and third-party administrators
Attend Plan Investment and Administrative Committee meetings, as appropriate
Analyze plan data and industry trends to develop strategic recommendations related to plan design, products, investments, and participant engagement
Lead Voya’s cross-functional service team in executing client strategies and reporting effectiveness against agreed-upon metrics
Drive client retention efforts and manage RFIs, RFPs, and benchmarking exercises for existing clients
Lead contract negotiations, including pricing strategy, contract preparation and execution, and appropriate Service Level Agreements
Use consultative engagement to understand clients’ labor and benefits strategies and align solutions to their needs
Partner with internal teams to establish implementation dates, define project scope and requirements, negotiate client project costs, and manage delivery timeline expectations
Identify opportunities for organic growth and cross-sale of Voya products and solutions, working across the organization to develop, position, close, and implement appropriate solutions
Contribute to RFP responses and participate in the sales process for new Retirement business
Maintain a strong understanding of Voya’s offerings and present solutions to prospective clients, communicating Voya’s differentiated value proposition
Use available automation, AI, and analytical capabilities responsibly to support plan analysis, identify trends, and improve client and cross-functional processes

Requirements

What you’ll need

6+ years of experience in client service relationship management for defined contribution plans
Bachelor's degree or equivalent retirement services work experience
FINRA Series 6 or 7 and Series 63 licensing
Retirement industry experience
Strong understanding of tax-exempt retirement plans, along with a solid investment background
Strong client relationship management skills
Strong interpersonal, presentation, and negotiation skills
Excellent verbal and written communication skills
Ability to travel approximately 25–40% of the time nationwide
Preferred: Experience supporting governmental or tax-exempt retirement plan clients

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
Annual cash incentives, sales incentives, and/or long-term incentives based on the role and achievement of annual performance objectives