Associate Client Advisor
Core
Support Client Advisors 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.
Role type
Associate Client Advisor (Sales Support)
Builds
Voya Investment Management strategies for public and corporate plans
Domain
Institutional Asset Management
Deliverable
product features
Required skills
business development, prospect research, meeting preparation, client segmentation, cross-selling, CRM management, project management, presentation skills, analytical skills, creative problem solving
Preferred skills
investment management experience, Fixed Income/Equities/Alternatives product knowledge, Series 7 and 63 licenses, CFA Charter pursuit
Technologies
CRM systems
Responsibilities
Identify prospective opportunities through primary research and industry sources; Organize and prepare for prospect and consultant meetings, calls, on-sites, and sponsored events; Develop prospect outreach plans based on client segmentation or independent plan research; Partner with Client Service to service and cross-sell existing client relationships; Serve as back-up coverage for the team including responding to prospect requests and updating CRM
Seniority
Mid-level, individual contributor