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 contract negotiations, project management, and delivering tailored retirement solutions. Proficient in leveraging analytical capabilities and industry trends to enhance client engagement and drive organic growth.

Highest-signal resume keywords

Client Relationship ManagementContract NegotiationDefined Contribution PlansRetirement Industry ExperiencePresentation Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Plan Data AnalysisProject ManagementInvestment StrategyRFI ManagementRFP ManagementService Level AgreementsTax-Exempt Retirement PlansAutomationAI CapabilitiesBenchmarking

Soft Skills

Interpersonal SkillsNegotiation SkillsVerbal CommunicationWritten CommunicationPresentation Skills

Certifications & Qualifications

FINRA Series 6FINRA Series 7FINRA Series 63

Industry Keywords

Retirement ServicesClient RetentionCross-SaleGovernmental Retirement PlansBenefits Strategy

About the role

Key responsibilities & impact

Deliver a service strategy that meets or exceeds client expectations
Build trusted relationships with senior executives, Treasury, Human Resources, Benefits, advisors, and third-party administrators
Attend Plan Investment and Administrative Committee meetings
Analyze plan data and industry trends to develop recommendations on plan design, products, investments, and participant engagement
Lead cross-functional service teams and report effectiveness against agreed-upon metrics
Drive client retention and manage RFIs, RFPs, and benchmarking exercises
Lead contract negotiations, including pricing strategy, contract preparation and execution, and Service Level Agreements
Understand clients’ labor and benefits strategies and align solutions to their needs
Establish implementation dates, define project scope and requirements, negotiate project costs, and manage delivery expectations
Identify opportunities for organic growth and cross-sale of Voya products and solutions
Contribute to RFP responses and participate in the sales process for new Retirement business
Present Voya solutions to prospective clients and communicate its differentiated value proposition
Use automation, AI, and analytical capabilities to support plan analysis and improve 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 and 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
Candidates must reside in the Northwest region of the United States
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