Internal Client Relationship Manager – Retirement

Voya Financial

. Responsible for new business implementation, asset retention, asset growth, and client satisfaction across an assigned book of business .

Posted 10/21/2026full-timeRemote • United StatesMid-LevelSenior💰 $63,470 - $105,800 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client relationship management, investment consulting, and business development within the financial services sector. Proficient in utilizing analytical skills and automation tools to enhance client support and drive asset growth.

Highest-signal resume keywords

Client Relationship ManagementInvestment ConsultingDefined Contribution PlansFINRA Series 6 or 7Strong Analytical Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Business ImplementationAsset RetentionAsset GrowthInvestment Performance AnalysisParticipant Education CampaignsClient SatisfactionTime ManagementOrganizational Skills

Soft Skills

Relationship BuildingConsultative Skills

Tools & Technologies

Automation ToolsAI Tools

Certifications & Qualifications

FINRA Series 6FINRA Series 7Series 63State Insurance License

Industry Keywords

Financial ServicesDefined Contribution MarketplaceRetirement Plan ServicesClient SupportSales Support

About the role

Key responsibilities & impact

Responsible for new business implementation, asset retention, asset growth, and client satisfaction across an assigned book of business
Maintain and strengthen relationships with key clients, distribution partners, and third-party administrators (TPAs)
Develop business plans identifying key clients and action steps to manage those relationships
Consult with clients and brokers on investment topics, including performance, diversification, investment style, and suitability
Partner with plan sponsors to design participant education campaigns focused on increasing participation and contribution rates
Support sales representatives with presentations and serve as a subject matter expert on the Voya Service Model, installation process, ongoing service, and procedures
Introduce and support new product and service initiatives
Use available automation and AI tools responsibly to improve client support, analysis, and preparation
Partner with sales representatives, plan sponsors, distribution partners, and TPAs to deliver strong outcomes
Maintain consistent, high-quality execution across implementations, ongoing service, investment discussions, and new product or service initiatives

Requirements

What you’ll need

Minimum of 4 years of experience in the financial services industry or 2 years of experience within the defined contribution marketplace
FINRA Series 6 or 7 and Series 63 required within 90 days
State insurance license
Strong analytical, organizational, and time management skills
Ability to travel frequently
High School Diploma or GED required
Additional experience supporting client relationships, defined contribution plans, or retirement plan services is valued
Bachelor’s degree preferred

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