Internal Client Relationship Manager-Retirement
Core
Manage assigned book of business to drive new business implementation, asset retention, and asset growth while ensuring client satisfaction.
Role type
Senior IC client relationship manager (retirement)
Builds
Client relationships, business plans, and participant education campaigns for defined contribution plans
Domain
Financial services / Retirement planning / Defined Contribution
Deliverable
client delivery
Required skills
Client relationship management, business planning, investment consultation, product implementation support, sales partnership, subject matter expertise
Preferred skills
Defined contribution plan experience, retirement plan services experience
Technologies
Voya Service Model, automation tools, AI tools
Responsibilities
Maintain and strengthen relationships with key clients, distribution partners, and third-party administrators; Develop business plans to manage client relationships; Consult with clients and brokers on investment topics; Partner with plan sponsors to design participant education campaigns; Support sales representatives as a subject matter expert; Introduce and support new product and service initiatives