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

Associate Client Advisor

$100k - $110k

Voya Financial

Join Voya: Us Together For A Better Financial Future

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

Get To Know The Opportunity

The US Institutional Associate Client Advisor ("ACA") will support one or more Client Advisors in order to drive sales of Voya Investment Management strategies across public and corporate plans (DB and DC), E&Fs, Tier 1 & 2 Consultants and Sub-advisory firms. The ACA will need to collaborate effectively with multiple Investment Teams, Marketing & Product, Client Service and Business Development in order to contribute to the team's success in raising and retaining assets.

The Contributions You Will Make

A dynamic, extroverted, self-starter, passionate, and enthusiastic individual with some investment management experience, good relationship management, sales, and interpersonal skills, as well as a strong desire to develop knowledge in the asset management business. Qualified candidates may view this as a pathway to a client-facing role after demonstrated success over a 3-year period.

  • Provide business development support to the CA/CR team by identifying prospective opportunities through primary research/industry sources.
  • Organize and prepare for prospect and consultant meetings, calls, on sites, and Voya-sponsored events.
  • Develop prospect outreach plans with the CA/CRs stemming from client segmentation campaigns or from independent plan research.
  • Partner with the Client Service team to help service and cross-sell existing client relationships.
  • Serve as back-up coverage for the team, including responding to prospect requests, reviewing RPFs, updating CRM and attending conferences/events when necessary.

Minimum Knowledge and Experience

  • Undergraduate degree with 3-4 years of work experience preferably within the institutional investment management industry or in an investment banking analyst program
  • Demonstrated ability to learn complex investment/product concepts.
  • Excellent interpersonal skills and effective teamwork skills
  • Strong project management, organizing, planning, and presentation skills.
  • Strong analytical skills and a background in creative problem solving.
  • Demonstrated ability to work effectively in a deadline-driven environment without compromising accuracy and quality of output.
  • Strong sense of ownership of projects and tasks
  • Some product knowledge in Fixed Income, Equities and Alternatives is preferred.
  • Superior written and verbal communication skills
  • License Series 7 and 63 are not a prerequisite but are required within 90 days of filling the position.
  • There will be an expectation that the CFA Charter will be pursued in the first year if the selected candidate has not started the process.
  • This role is open to remote work but with a preference to be based at Voya's offices in Walnut Creek, San Diego, or Scottsdale.

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.

$100,000 to $110,000 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

At Voya, we have identified the following critical skills which are key to success in our culture:

  • 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 1 day ago
Similar jobs that could be interesting for youBased on the Associate Client Advisor in San Diego, CA vacancy
  • $63.5k - $93.2k

    Position overview Position title: Assistant, Associate, or Full Specialist Salary range: A reasonable salary range estimate for this position is $63,500 - $93,200. The posted UC academic salary scales set the minimum pay determined by... 
    Suggested
    Local area

    UC San Diego

    San Diego, CA
    1 day ago
  •  ...individual to join our team as a Part‑Time Kennel Technician/Front Desk Associate. This position is ideal for someone who enjoys working with...  ...hands‑on animal care responsibilities with front desk and client communication duties, making it perfect for someone who enjoys... 
    Suggested
    Part time
    Weekend work
    Afternoon shift

    CAMP SCHULTZ

    Bonita, CA
    21 hours ago
  • $20 per hour

     ...Job Description Lot Associates assist customers with the loading of their vehicles and also monitor and maintain the entrance of the store. Lot Associates also are responsible for maintaining a sufficient quantity of carts near the entrance of the store. This position... 
    Suggested
    Local area

    Home Depot

    San Diego, CA
    1 day ago
  • $72k - $77k

     ...Management is a premier investment management firm that serves high‑net‑worth and ultra‑high‑net‑worth clients. This Associate role partners with Financial Advisors to provide asset allocation recommendations, capital markets positioning, portfolio analytics, and wealth... 
    Suggested

    AllianceBernstein L.P

    San Diego, CA
    2 days ago
  • $22 per hour

     ...to develop innovative strategies that enhance services, empower clients, and ensure that culturally appropriate and trauma-informed...  ...Maintenance & Facility Manager and Program Director, the Maintenance Associate is responsible for performing a variety of manual tasks in the... 
    Suggested
    Hourly pay
    Full time
    Contract work
    Flexible hours
    Shift work
    Afternoon shift

    SBCS

    Spring Valley, CA
    4 days ago
  • $10 per hour

    ## Receiving AssociateApplylocations: Viejas Casinotime type: Full timeposted on: Posted Yesterdayjob requisition id: JR100535Job SummaryHandles all goods received and shipped, including receiving and storing goods, filling requisitions, delivering items, and maintaining...
    Casual work
    Remote work

    Viejas

    San Diego, CA
    10 hours ago
  •  ...Grifols in San Diego, CA is looking for a Shipping and Receiving Associate III to oversee complex shipments and manage materials in a warehouse environment. This full-time position requires candidates to operate warehouse equipment and maintain inventory accuracy. The... 
    Full time

    Grifols

    San Diego, CA
    1 day ago
  • Pharma Safety Specialist Position Summary / Objective Supports the Worldwide Patient Safety Vision through understanding the impact and implication of daily work on all customers of AE Processing. This commitment drives dedication to quality and accurate case handling...
    Worldwide

    Allen Spolden

    La Jolla, CA
    21 hours ago
  • $30 per hour

     ...Care Experience Associate Hiring for all regions in San Diego Immediately! North County especially in demand!!! No experience necessary...  ...-Caregivers provide non-medical service and assistance to a client in their home and communities, who, because of advanced age or... 
    Hourly pay
    Weekly pay
    Immediate start
    Flexible hours

    Safe Harbor Home Care

    San Diego, CA
    4 days ago
  • $16.9 per hour

     ...Part-time Associate (Overnight Load Crew) - 398 El Cajon 398 - El Cajon Extra Starting Rate: $16.90/hr Do you? Provide excellent...  ...in one-on-one and small group situations to customers, clients, and other employees of the organization. Apply common sense... 
    Part time
    Night shift

    Smart and Final

    El Cajon, CA
    4 days ago
  • $22.5 - $26.5 per hour

     ...develop plans for participants in need of support services. This position requires strong interpersonal skills and the ability to manage client progress to achieve stated goals. The ideal candidate will have a degree in a relevant field or equivalent experience, and will... 
    Hourly pay
    Full time
    Work at office

    Public Consulting Group

    El Cajon, CA
    21 hours ago
  • $28 - $39 per hour

     ...commitment to excellence. By refusing to settle, you can help redefine what's possible and shape the future of mobility. As a Delivery Associate , your primary responsibility will be to successfully facilitate the delivery of customer vehicles, ensuring vehicle readiness... 
    Hourly pay
    Local area
    Remote work
    Night shift
    Weekend work
    Afternoon shift

    Lucid Motors

    San Diego, CA
    4 days ago
  • $28.36 - $34.85 per hour

     ...of a family of companies with experience in all 50 states, and clients in three Canadian provinces and Europe. PCG offers clients a multidisciplinary...  ...and Feasibility StudiesThe Case Management Associate 2 position supports the quality, compliance, and effectiveness... 
    Full time
    Contract work
    Work experience placement
    H1b
    Work at office
    Local area

    Public Consulting Group

    San Diego, CA
    1 day ago
  • $20 - $33 per hour

     ...Mart #1917 170 TOWN CENTER PARKWAY, SANTEE, CA, 92071, US Job Overview This role focuses on the safety and security of our associates, customers and merchandise. Working in this role will involve investigating, thinking critically and working to solve complex... 
    Hourly pay
    Minimum wage
    Full time
    Temporary work
    Part time
    Shift work
    Day shift

    Walmart

    Santee, CA
    3 days ago
  •  ...A global investment advisory firm is seeking an Associate to join their Private Equity investment team in San Diego. The role focuses on evaluating and underwriting North American private equity investments, conducting due diligence, preparing investment memorandums, and... 

    Pinnacle Group

    San Diego, CA
    1 day ago
  •  ...At TURN our mission is Improving Lives. Our organization embraces the tenets of client-centered care, and our core values People, Culture and Growth are at the forefront of everything we do. We hire exceptional individuals seeking meaningful opportunities in a purpose... 
    Contract work
    Work at office
    Shift work

    Mental Health Systems

    San Diego, CA
    1 day ago
  • $140k

     ...Live Your Best Life at Lap of Love Veterinary Hospice! Join Lap of Love as an In-Home, Associate Veterinarian in San Diego, CA and surrounding areas. Imagine a veterinary role that honors your time, supports your well-being, and reconnects you with the heart of... 
    Full time
    Temporary work
    Part time
    Flexible hours
    Weekend work
    2 days per week

    Lap of Love

    La Mesa, CA
    8 days ago
  • $150k - $185k

     ...Who You Are & How You'll Make a Difference You are a veterinarian who is: Passionate about patient care and long-term client relationships A collaborative teammate who thrives in a positive, supportive culture Committed to continuous growth and excellence... 
    Local area
    Relocation package
    Flexible hours

    AmeriVet Veterinary Partners

    El Cajon, CA
    3 days ago
  • $82k - $110k

     ...What The Role Is The Associate, Procurement (Wind) is responsible for supporting the wind turbine procurement team at Clearway Energy Group in facilitating strategic vendor relationships and securing the equipment needed to advance Clearway’s multi-gigawatt project pipeline... 
    Contract work
    H1b
    Work at office
    Visa sponsorship

    Clearway Energy Group

    San Diego, CA
    21 hours ago
  •  ...ABOUT THE ROLE Program Associate supports the implementation of a range of customer energy programs, primarily through the San Diego Regional Energy Network (SDREN). Under direction and support from senior staff, this role assumes responsibility for multiple aspects of... 
    Work at office
    Local area

    San Diego Community Power (CA)

    San Diego, CA
    21 hours ago
  •  ...Bring your energy to the role of Amazon Sortation Associate to organize packages by destination and prepare them for shipping. Stay adaptable to meet changing priorities and business needs. Ensure all safety and quality standards are met. Perks include competitive pay,... 
    Flexible hours

    TradeJobsWorkforce

    Coronado, CA
    3 days ago
  •  ...learn more about our exciting journey? We are Hiring! The Details: Palomar Holdings is seeking an Executive Vice President, Associate General Counsel – Corporate to join our La Jolla, CA headquarters. Reporting directly to the Chief Legal Officer & Corporate... 
    Live in
    Work at office

    Palomar Holdings, Inc.

    San Diego, CA
    3 days ago
  • $20.73 per hour

     ...Part-Time Community Associate (25hrs / week; 830-230 M-F) 402 West Broadway Suite #400 92101 San Diego California, United States of America The world of work is changing...short commutes, flexibility, and convenience are the minimum standards employees... 
    Hourly pay
    Full time
    Part time
    Casual work
    Night shift
    Weekend work
    Day shift

    IWG plc

    San Diego, CA
    4 days ago
  • $19 per hour

    Nvision Eye Centers NVISION Eye Centers is one of the largest ophthalmology providers in the U.S., with over ninety centers across six states including California, Nevada, Oregon, Arizona, Texas, and Utah. An innovative leader in ophthalmology, we are dedicated to providing...
    Work at office

    NVISION Eye Centers

    La Mesa, CA
    1 day ago
  •  ...vibrant culture, lively entertainment, and authentic California history come together to create an unforgettable workplace. Title: Cafe Associate Reports To: Kitchen Manager Department: Food & Beverage Summary of Position: Responsible for assisting guests in a friendly and... 
    Shift work
    Night shift
    Weekend work
    Day shift

    Charger Hospitality LLC

    San Diego, CA
    1 day ago
  •  ...take pride in the work you do, whether big or small You agree that food is central to all our lives Helping customers and fellow associates gives you energySmiling and making others smile is your favorite You are eager & willing to learn Being a part of your community... 
    Flexible hours

    Safeway

    San Diego, CA
    3 days ago
  • $22 - $25 per hour

     ...Facilities Associate – Contract – Onsite – San Diego, CA Are you a proactive, hands‑on professional who thrives in a fast‑paced office environment? One of San Diego’s most respected companies is seeking a Facilities Associate to support office operations and ensure a clean... 
    Hourly pay
    Contract work
    Work at office

    Proven Recruiting

    San Diego, CA
    3 days ago
  • $24 - $29 per hour

     ...Merit-based pay increases Paid Vacation Complimentary service membership About the Position: The Sales & Front Desk Associate is a key position at Scenthound, focused on selling memberships while providing exceptional service to every customer. This position... 
    Hourly pay

    Scenthound San Diego, CA

    San Diego, CA
    21 hours ago
  •  ...Shifts and Days will vary to include weekends/holidays A well-established, large senior living community is seeking a Front Desk Associate to serve as the welcoming first point of contact for residents, families, guests, and vendors. This role is ideal for someone who... 
    Full time
    Temporary work
    Work at office
    Shift work

    Luxury Senior Living Residence

    San Diego, CA
    2 days ago
  • $35.35 - $47.34 per hour

     ...endocrine and immunological disorders. The company's diverse portfolio includes FDA‑approved treatments for tardive dyskinesia, chorea associated with Huntington's disease, classic congenital adrenal hyperplasia, hyperphagia in patients with Prader‑Willi syndrome,... 
    Hourly pay
    Contract work

    Neurocrine Biosciences

    San Diego, CA
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Associate Client Advisor. Be the first to apply!