Mid-Market Client Relationship Manager

Voya Financial

. Develop trust-based relationships with client stakeholders, including senior executives, Treasury, Human Resources, Benefits, advisors, and TPAs .

Posted 10/5/2026full-timeRemote • United StatesMid-LevelSenior💰 $100,070 - $157,470 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 understanding of 401(k) plans and investment strategies. Proven ability to lead cross-functional teams, manage client retention, and effectively negotiate contracts and pricing strategies.

Highest-signal resume keywords

Client Service Relationship Management401(K) Plan ExpertiseContract NegotiationFINRA Series 6 Or 7 And 63 LicensingInterpersonal And Presentation Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment AnalysisPlan Design StrategyProject ManagementData AnalysisClient Retention Management

Soft Skills

Negotiation SkillsVerbal CommunicationWritten CommunicationInterpersonal Skills

Certifications & Qualifications

State Insurance LicenseIndustry Certifications

Industry Keywords

Defined Contribution PlansRFP ManagementClient Stakeholder EngagementCross-Sale OpportunitiesService Level Agreements

About the role

Key responsibilities & impact

Develop trust-based relationships with client stakeholders, including senior executives, Treasury, Human Resources, Benefits, advisors, and TPAs
Consult with clients and brokers on investment issues including performance, diversification, style, and suitability
Attend Plan Investment and Administrative Committee meetings as appropriate
Analyze plan data and industry trends
Develop strategic plans involving plan design, product, and participant engagement solutions
Lead Voya’s cross-functional service team and report on effectiveness using agreed metrics
Manage client retention, RFIs, RFPs, and benchmarking exercises
Manage contract negotiations, pricing strategy, contract preparation and signing, and Service Level Agreements
Coordinate internal resources for client enhancement projects
Establish project live dates, define project scope, negotiate project costs, and manage implementation expectations
Identify organic growth and cross-sale opportunities for Voya recordkeeping products
Develop, position, close, and implement solutions
Contribute to RFP responses and participate in the sales process for new 401(k) business
Present Voya’s recordkeeping offering and differentiated value proposition to potential clients

Requirements

What you’ll need

6+ years of experience in client service relationship management for defined contribution plans
State insurance license must be obtained within 60-days of hire
Strong understanding of 401(k) plans and a solid investment background
Strong client management experience and skills
Strong interpersonal, presentation, and negotiation skills
Excellent verbal and written communication skills
Bachelor’s Degree or equivalent
Industry certifications required
FINRA Series 6 or 7 and 63 licensing required
Travel 35–50% of the time
Work from home in a location that can cover the designated territory
Nation-wide location coverage

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
20 days paid time off
Nine paid company holidays
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