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Client Relationship Consultant

Client Relationship Consultant

Voya FinancialJacksonville, FL, US
17 hours ago
Job type
  • Part-time
Job description

Client Relationship Consultant

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

Get to Know the Opportunity :

Voya is searching for a Client Relationship Consultant who would manage, coordinate, and oversee implementation projects in the Be Ready program for new and existing plan sponsors across markets. Provide support and ongoing program event management post implementation.

This is a 100% remote position with occasional travel - selected candidate must reside in the United States.

The Contributions You Will Make :

  • Lead project implementation efforts for successful rollout of Be Ready program and services to new and existing clients. Manage project initiation, data gathering and planning, and program implementation across multiple projects. Review for success after initial implementation and make program adjustments as necessary to fit client and advisor needs.
  • Provide support on project management work and effectively collaborate with various internal / external business partners (Relationship Managers, Communication Managers, Financial Advisors, marketing, etc.) to ensure a successful and timely implementation of program services.
  • Collaborate directly with plan sponsors, relationship managers, and communication managers, to determine type of program services needed. Work with financial advisors and internal business partners to determine resources to be assigned for a successful implementation and support and maintenance required for an effective program.
  • Develop and manage project plans for execution of multiple tasks associated with each implementation project, ensure target date deliverables, and project resource and event management.
  • Conduct ongoing meetings with all involved parties to monitor the progress of new implementation projects and on existing Be Ready programs and resolve any issues that may impede the progress (program success).
  • Play in active relationship management role with the plan sponsor and advisors to maintain ongoing engagements and program effectiveness.
  • Provide support as a SME to financial advisors and admin assistants through pre / post engagement and systems training for proper tracking and reporting.
  • Generate and provide reporting to internal and external parties.
  • Other duties as assigned.

Minimum Knowledge & Experience :

  • Minimum 7 years business experience with 2+ years' experience in Retirement Plans required
  • Experience interacting with members of management other than direct Manager in work situations
  • Excellent interpersonal and written communication skills
  • Proficient in various desktop and internet based applications
  • Strong organizational, analytical and problem-solving skills
  • Strong Time Management skills
  • Independent self-starter who thinks proactively.
  • Preferred Knowledge :

  • College degree or equivalent experience preferred
  • At least 3 + years' experience managing or playing a major role in corporate projects (including systems projects) preferred
  • 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.

    $60,450 - $100,760 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.

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    Client Relationship Consultant • Jacksonville, FL, US

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