Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Relationship Manager-Retirement

$84.93k - $106.16k

Voya Financial

Join Voya Financial

Together we fight for everyone's opportunity for a better financial future. We will do this together with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone's access to opportunities. The status quo is not good enough we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today.

Like our Purpose Statement, Voya believes in being bold and committed to action. We are committed to a work environment where the differences that we are born with and those we acquire throughout our lives are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision.

Are you ready to join a company with a strong purpose and a winning culture? Start your voyage Apply Now

Profile Summary:

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

This position allows remote work from home but will require travel within the territory Kentucky, South Indiana & South Ohio.

Profile Description:

  • Maintain and strengthen relationships with key clients, distribution partners and TPAs
  • Develop business plans that identify key clients and list action steps to manage those relationships
  • Consult with clients and brokers on investment issues including performance, diversification, style and suitability
  • Work with plan sponsor to design participant education campaigns with the goal of increasing participation and contribution rates
  • Assist sales representatives with sales presentations and act as subject matter expert in topics such as Voya Service Model, installation process, ongoing service and procedures
  • Introduce and support new product and service initiatives

Knowledge & 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

Preferred Knowledge & Experience:

  • Bachelor's degree preferred or equivalent work experience

Compensation Pay Disclosure:

Voya is committed to pay that's fair and equitable, which means comparable pay for comparable roles and responsibilities. The below annual base salary range reflects the expected hiring range(s) for this position in the location(s) listed. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Voya Financial is willing to pay at the time of this posting. Actual compensation offered may vary from the posted salary range based upon the candidate's geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. $84,930 - $106,160 USD

Be Well. Stay Well.

Voya provides the resources that can make a difference in your lives. To us, this means thriving physically, financially, socially and emotionally. Voya benefits are designed to help you do just that. That's why we offer an array of plans, programs, tools and resources with one goal in mind: To help you and your family be well and stay well.

What We Offer:

  • 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

Critical Skills:

  • Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
  • Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.
  • Team Mentality: Partnering effectively to drive our culture and execute on our common goals.
  • Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions.
  • Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.

Equal Employment Opportunity:

Voya Financial is an equal-opportunity employer. Voya Financial provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any other status protected by state or local law.

Reasonable Accommodations:

Voya is committed to the inclusion of all qualified individuals. As part of this commitment, Voya will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please reference resources for applicants with disabilities.

Voya Financial
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Client Relationship Manager-Retirement in Louisville, KY vacancy
  • A financial services company in Louisville, Kentucky, is seeking a Client Relationship Manager. This role involves driving client retention, enhancing client experience, and solving complex issues collaboratively. Candidates should have 3-5 years of experience and strong... 
    Retirement

    Fairygodboss

    Louisville, KY
    4 days ago
  • $15 - $18.69 per hour

     ...Client Service Coordinator The Client Service Coordinator (...  ...scheduling future appointments. Manage the finances by maintaining...  ...Customer Focus Peer Relationships Integrity & Trust Action...  ...Insurance Generous Retirement Plans (401(k) and Roth) Best... 
    Retirement
    Hourly pay
    Minimum wage
    Full time
    Temporary work
    Part time
    Flexible hours

    Banfield

    Louisville, KY
    3 days ago
  • $15 - $18.69 per hour

     ...search for Browse Jobs. Client Service Coordinator SUMMARY...  ...scheduling future appointments. Manage the finances by maintaining...  ...€¢ Customer Focus €¢ Peer Relationships €¢ Integrity & Trust €¢ Action...  ...care covered . Generous Retirement Plans (401(k) and Roth): Invest... 
    Retirement
    Hourly pay
    Minimum wage
    Full time
    Temporary work
    Part time
    Flexible hours
    Shift work

    Banfield

    Louisville, KY
    3 days ago
  •  ...diploma and preferably experience in senior living. The position requires creativity, enthusiasm, and excellent communication skills. Comprehensive benefits, including medical coverage and a 403(b) retirement plan, are offered. #J-18808-Ljbffr Priority Dispatch Corp.
    Retirement
    Full time

    Priority Dispatch Corp.

    Louisville, KY
    1 day ago
  • $16.25 - $21.13 per hour

     ...Client Service Coordinator The Client Service Coordinator (CSC) plays a vital role...  ...supports the veterinary medical team by managing client flow, enhancing productivity, and...  ...dental, and vision care covered. Generous Retirement Plans (401(k) and Roth): Invest in your... 
    Retirement
    Hourly pay
    Minimum wage
    Full time
    Temporary work
    Work at office
    Flexible hours
    Afternoon shift

    Banfield Pet Hospital

    Louisville, KY
    3 days ago
  • ADP is hiring a 401(k) Client Service Manager. Manages the day to day activities of a 401(K) client...  ...ERPA) In-depth working knowledge in retirement service industry. Prefer experience...  ...thinking, and decision making. Proven relationship-building skills. Strong time‑mgmt, organization... 
    Retirement
    Work at office

    Fairygodboss

    Louisville, KY
    4 days ago
  • $108.5k - $136k

     ...spending accounts. Financial & Retirement Support - Competitive...  ...You’ll Do Consult and advise clients (health plans and risk-bearing...  ...transformational results. The Senior Manager, Partner Success will be...  ...for independently managing relationships with day‑to‑day contact at... 
    Retirement
    Work at office
    Remote work
    Work from home
    Flexible hours
    2 days per week

    Strive Health

    Louisville, KY
    2 days ago
  •  ...insurance and financial protection solutions to families and individuals &##128313;Educate clients on policies that prevent financial disaster during times of loss &##128313;Manage your own book of business through virtual appointments - Use our proven internal... 
    Full time

    Globe Life: Moore Organizations

    Louisville, KY
    2 days ago
  •  ...resident-focused team environment* opportunity to build lasting relationships with residents and families* stable nonprofit organization...  ...benefits including medical, dental and vision coverage* 403(b) retirement plan* paid time off## **What you'll do*** plan, develop and... 
    Retirement
    Full time
    Weekend work
    Afternoon shift
    Weekday work

    Priority Dispatch

    Louisville, KY
    15 hours ago
  •  ...Dining Servers - P/T - Under New Management--Hellenic Senior Living - Helping, Assisting, & Caring for Seniors! Exciting & rewarding...  .... Start Immediately! Awesome Benefits! ~401 (k) Retirement Plan ~ Paid training ~ Paid Holidays ~ Employee Assistance... 
    Retirement
    Part time
    Immediate start
    Shift work

    Hellenic Senior Living of Indianapolis

    New Albany, IN
    5 days ago
  •  ...Our team is dedicated to helping clients optimize their document management processes through tailored solutions...  ...new business, managing customer relationships, and achieving sales targets...  ...and paid time off schedule. Retirement savings plan with company match.... 
    Retirement
    Base plus commission
    Full time
    Work at office

    ProSource

    Louisville, KY
    2 days ago
  •  ...Weare hiring a Virtual Travel Client Services Coordinator to assist clientsthroughout their travel journey. In this role, you will provide support, sharehelpful information, and ensure clients feel prepared for their trips. Key Responsibilities Communicate withclients... 
    Remote work
    Flexible hours

    Dreamstravelcr

    Louisville, KY
    3 days ago
  • $72k - $95k

     ...chosen specialty. Impact: Build meaningful relationships and make a difference every day....  ...in Your Future: Company matching 401(k) retirement plans Advance your Career: We offer specialties...  ...meetings as directed by the center manager Minimum Qualifications Degree in... 
    Retirement
    Local area
    Relocation package
    Monday to Friday

    KORT - Kentucky Orthopedic Rehab Team

    Louisville, KY
    4 days ago
  •  ...Staff Nurses - F/T Under New Management--Hellenic Senior Living - Helping,Assisting, & Caring for Seniors! Exciting & rewarding opportunity...  ...public health nursing, or equivalent experience in ahospital, retirement community, or nursing facility preferred Abilityto remain... 
    Retirement
    Temporary work
    Shift work

    Hellenic Senior Living of New Albany

    New Albany, IN
    5 days ago
  •  ...taxability. Produces and distributes requested reports to the various managers/departments as specified # Interprets and complies with...  ...faith-inspired, not-for-profit provider of affordable senior retirement living and long-term care for Older Adults. Christian... 
    Retirement
    Daily paid
    Full time
    Part time
    Local area
    Flexible hours

    Christian Care Communities

    Middletown, KY
    1 day ago
  •  ...QMAs - F/T Under New Management--Hellenic Senior Living - Helping, Assisting, & Caring for Seniors! Exciting & rewarding opportunity...  ..., Short-Term Disability, & Long-Term Disability ~401 (k) Retirement Plan ~ Paid training ~ Paid Holidays ~ Medical, Dental,... 
    Retirement
    Temporary work
    Immediate start
    Flexible hours
    Shift work

    Hellenic Senior Living of Indianapolis

    New Albany, IN
    a month ago
  • A leading travel company is hiring a Virtual Travel Client Services Coordinator to assist clients throughout their travel journeys. This fully remote position involves communicating with clients via email, phone, and chat, providing information about travel destinations... 
    Remote work
    Flexible hours

    Dreamstravelcr

    Louisville, KY
    4 days ago
  •  ...And much more Christian Care Communities is Kentucky's largest faith-inspired, not-for-profit provider of affordable senior retirement living and long-term care for Older Adults. Founded in 1884, Christian Care Communities is Kentucky's largest faith-inspired... 
    Retirement
    Full time
    Temporary work
    Local area
    Flexible hours
    Weekend work

    Christian Care Communities

    Middletown, KY
    14 hours ago
  • Principal Financial Services, Inc. is looking for a skilled Relationship Manager to foster relationships with advisors and clients in the Kentucky area. This role involves providing strategic support to meet client goals in retention and growth. The ideal candidate will... 
    Retirement

    Principal Financial Services, Inc.

    Louisville, KY
    2 days ago
  • Principal Financial Group is seeking a Relationship Manager in Kentucky to develop deep...  ...design and providing solutions to meet client goals. The ideal candidate must have a...  ...degree or equivalent experience in the retirement industry and be proficient in negotiation... 
    Retirement

    Principal Financial Group

    Louisville, KY
    4 days ago
  • $72k - $95k

     ...chosen specialty. Impact: Build meaningful relationships and make a difference every day....  ...in Your Future: Company-matching 401(k) retirement plans as well as life and disability protection...  ...meetings as directed by the center manager. Minimum Qualifications Graduate from... 
    Retirement
    Local area
    Relocation package
    Monday to Friday

    KORT - Kentucky Orthopedic Rehab Team

    Louisville, KY
    3 days ago
  • $84.6k - $171.6k

     ...'ll Do In our Customer Care area, the Relationship Manager develops deep relationships with advisors...  ...role is the strategic partner to our clients and advisors to provide creative...  ...business goals of retention, growth, and retirement readiness, to name a few. Here are a... 
    Retirement
    Hourly pay
    Permanent employment
    Temporary work
    Work experience placement
    H1b
    Work at office
    Flexible hours
    Night shift

    Principal Financial Group

    Louisville, KY
    4 days ago
  • $86.25k - $138k

     ...company where you matter. Your Impact The Senior Customer Success Manager will work Axon’s larger customers to build long-term, strategic partnerships. You will work closely with your clients to understand their workflows, organizational structures and overall requirements... 
    Work experience placement
    Remote work

    GrabJobs

    Louisville, KY
    16 hours ago
  •  ...and services. Respond to inquiries from clients; understand their technical questions,...  ...Participate in calls with technical, account management, vendors, and/or the client when...  ...ensure accurate outcomes. Build client relationships through accurate and timely communication... 

    Global Payments

    Jeffersonville, IN
    5 days ago
  •  ...Pentera is the place for you. About the role: Pentera seeks a Customer Success Manager who is passionate about driving customer value and building strong, trusted relationships. The ideal candidate brings experience working with global enterprises, a proven ability... 
    Remote work
    Worldwide

    GrabJobs

    Louisville, KY
    4 days ago
  •  ...Overview: The Merchant Success Manager will be involved in all...  ...from simply managing relationships to being a strategic partner...  ...carrier and shipment statistics, client support tickets and inquiries...  ...Paid Vacation Time ~401(k) retirement plan We value diversity... 
    Retirement
    Work at office
    Shift work

    ShipMonk

    Louisville, KY
    10 days ago
  •  ...anonymous reviews by Fairygodboss members. #259756 Position summary ice Manager and/or Relationship Manager to effectively maintain, build and manage client relationships at all levels to ensure ADP Retirement Services is successfully helping clients achieve their business... 
    Retirement

    Fairygodboss

    Louisville, KY
    4 days ago
  • $38k - $88k

     ...the Entry‑Level Sales: Recruiter/Account Manager role at Insight Global 5 days ago Be...  ...valuable business consultants advising clients on hiring, interviewing, onboarding, and...  ...insurance, company‑paid life insurance, 401(k) retirement account access with employer matching,... 
    Retirement
    Weekly pay
    Full time
    Placement year

    Insight Global

    Louisville, KY
    1 day ago
  •  ...Vision, Life, and Disability benefits Generous Paid Time Off (PTO) Retirement Fund with Company Match On-Site Gym Beautiful, state-of-the-...  ...include making and changing beds, washing dishes, laundering clients’ belongings, etc.) Shop and run errands for clients. Limited... 
    Retirement
    Full time
    Immediate start
    Monday to Friday

    Life Enriching Communities

    New Albany, IN
    1 day ago
  • Client Experience Manager Louisville, Kentucky, United States ShipMonk isn't just a 3PL; we're a growth partner for merchants. We provide cutting-edge technology and a network of owned and operated fulfillment centers that empower high-growth ecommerce and DTC brands to... 

    ShipMonk

    Louisville, KY
    14 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Relationship Manager-Retirement. Be the first to apply!