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Client Account Manager

Client Account Manager

Voya FinancialNew York, NY, US
30+ days ago
Job type
  • Part-time
Job description

Join Our Team at Voya Investment Management

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 journey with us.

Get to Know the Opportunity

As a member of Voya Investment Management's Client Service and Relationship Management team within the Distribution organization, the Client Account Manager will support and provide service to institutional clients of Voya IM, spanning both public and private fixed income and equity investment strategies. The individual is responsible for maintaining and strengthening relationships with new and existing clients by executing on proactive and ongoing client engagement and servicing, in partnership with Voya IM's Sales and Investments teams. The individual is expected to work both independently and collaboratively, within Voya IM and with external clients and their constituents, to provide regular communication and manage clients' investment-related needs.

This is an office-centric opportunity [Atlanta or New York City office, 3 days per week].

The Contributions You Will Make

1. Provide exceptional day-to-day client service and support to assigned institutional clients within separately managed portfolios and commingled fund investments across public and private asset classes.

2. Partner with Voya IM's Sales and Relationship Management teams to support client portfolio needs; demonstrate both ownership and understanding of the entire client relationship, anticipate servicing needs, address client requests, and ensure clear, complete, and timely information to the client.

3. Regularly interface with client contacts at all levels to respond to portfolio related inquiries, establish accounts, lead, and implement investment mandate changes, and resolve issues timely.

4. Liaison within the firm, partnering with cross-functional teams, including Operations, Investments, Finance, Product, Compliance, and Legal for new clients, facilitate investment mandate changes and to provide ongoing support for existing clients.

5. Lead and manage client communications and deliver on client needs, respond to requests for information and day-to-day questions in a timely and professional manner; seek resolutions as issues arise.

6. Ensure accuracy of client data, documentation, and internal systems to ensure proper allocation of accounts, compliance, calculation of fees, timely reporting, and delivery of firm disclosures.

7. Independently, and collaboratively with Sales and Investments teams, prepare presentation materials for client meetings. Attend and contribute to client meetings, via videoconference and in-person.

8. Apply investment knowledge and experience in servicing institutional clients to effectively undertake and address account-related matters, identify opportunities to enhance and / or expand service provided to clients, consultants, and other constituents.

9. Champion initiatives that impact clients and the team, lead and implement enhancements.

10. Provide support to the broader Client Service team, including client recordkeeping system updates, process documentation, RFP responses, technology improvements, client meeting materials, projects, etc.

11. Ensure continuous collaboration and full integration with Client Service team members in-office, and via frequent videoconference meetings and periodic travel.

Minimum Knowledge and Experience

1. Bachelor's degree in Business, Finance, or related field with 10+ years of experience and working knowledge of the investment management business, including at least 10 years of specific experience in client service or relationship management roles on behalf of institutional clients including for Corporate Pension / Public Retirement Plans.

2. Exceptional and effective verbal and written communication skills, and ability to work independently and collaborate with a high level of attention to detail and with various levels within an organization.

3. Detailed understanding and experience with various investment products, including private and public asset classes, vehicle types, and core institutional client service functions.

4. Service oriented, client-focused, consultative philosophy, with the ability to handle both complex and routine client inquiries.

5. Teamwork mentality, and ability to develop, engage with and maintain effective working relationships with individuals throughout the organization and external partners.

6. Critical thinking and ability to communicate complex information in simple terms.

7. Adaptable to work in an ever-changing, multi-tasked environment with high, competing priorities, complexity, and strict deadlines.

8. Exceptional project management skills; ability to effectively champion new initiatives, including leading cross-departmental coordination to present ideas and implement solutions.

9. Ability to optimize use of technology, including strong working knowledge of Microsoft Office and Salesforce.

10. Solid working knowledge of fixed income and equity securities, asset management industry, and the firm's investment products.

Other knowledge and experience :

1. Experience providing servicing and / or solutions to other client types, including Sub-Advisory and Insurance clients.

2. Experience managing teams.

3. Knowledge of private and alternatives investment strategies, including but not limited to private credit, asset backed finance, private equity, and / or commercial mortgage loans.

4. Advanced degree or investment-related certification, e.g., MBA, CFA, FINRA licensed, a plus.

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. $130,000 to $155,000 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

  • 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,

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