Voya Financial Logo

Voya Financial

Client Relationship Manager

Posted 3 Days Ago
Be an Early Applicant
In-Office or Remote
Hiring Remotely in Massachusetts, USA
89K-118K Annually
Senior level
In-Office or Remote
Hiring Remotely in Massachusetts, USA
89K-118K Annually
Senior level
Manages sponsored financial plans, client relationships, operational delivery, risk, service quality, and profitability. Coordinates with internal and external partners to ensure efficient plan operations, participates in sponsor meetings and sales opportunities, and supports client presentations. The role requires strong customer service, financial services experience, operational expertise, and experience managing sensitive or at-risk client relationships.
The summary above was generated by AI

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


Job Description

Get to Know the Opportunity

Manages all aspects of specific sponsored plans while building and maintaining strong client relationships and supporting overall profitability. This role typically supports larger and/or more complex plans and customers, requiring a high level of client engagement and operational expertise.


The Contributions You’ll Make

  • Ensure seamless day-to-day operations and timely delivery of periodic processing events
  • Apply operational best practices to ensure plans run efficiently and meet specific client needs
  • Enhance service delivery by managing risk and improving efficiency and quality
  • Serve as a liaison between internal and external partners supporting plan operations, including Central Services, Customer Contact Center, Compliance, Financial Control, Pricing & Trading, and Trust
  • Actively participate in sponsor calls and meetings
  • Support sales opportunities, including participation in onsite presentations
  • Travel as needed to attend client meetings

Minimum Knowledge & Experience

  • High School Diploma or GED required
  • 5+ years of experience in the financial services industry
  • Strong customer service experience and skills
  • Experience managing highly sensitive and at-risk client relationships

Preferred Knowledge & Experience

  • Bachelor’s degree in Business Administration or equivalent

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.

$89,000 - $118,000 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

Learn more about Voya benefits (download PDF)

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.

Learn more about Critical Skills

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.

Misuse of Voya's name in fraud schemes

Similar Jobs

3 Days Ago
In-Office or Remote
Massachusetts, USA
89K-118K Annually
Senior level
89K-118K Annually
Senior level
Fintech • Insurance • Financial Services
Manages complex sponsored financial plans, ensuring efficient daily operations, timely processing, risk management, service quality, and client satisfaction. Builds and maintains relationships with plan sponsors, coordinates internal and external partners, participates in client meetings and sponsor calls, and supports sales opportunities, including onsite presentations. Requires strong financial services experience, customer service skills, and experience managing sensitive or at-risk client relationships.
3 Days Ago
In-Office or Remote
MA, USA
83K-104K Annually
Mid level
83K-104K Annually
Mid level
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
Acquire, onboard, grow, and retain affluent and high-net-worth clients. Build relationships through outbound prospecting, financial discovery, and personalized strategies that increase deposits, investments, lending balances, and client satisfaction. Partner with wealth advisors, financial planners, and other banking teams to deliver a seamless client experience. Track activity in Salesforce and maintain regulatory controls.
Top Skills: Salesforce CRM
Senior level
Insurance
Manages complex employee benefits client portfolios, leading renewals, compliance, plan analysis, strategic recommendations, quarterly business reviews, communications, and issue resolution. Builds long-term client relationships, coordinates internal and third-party teams, oversees deliverables, resolves escalated billing and coverage issues, mentors colleagues, and drives process improvements. Requires advanced employee benefits expertise, strategic consulting ability, executive presentation skills, and strong account management experience.
Top Skills: Ai-Enabled ToolsBrokerage BuilderDigital Workflow PlatformsExcel

What you need to know about the Austin Tech Scene

Austin has a diverse and thriving tech ecosystem thanks to home-grown companies like Dell and major campuses for IBM, AMD and Apple. The state’s flagship university, the University of Texas at Austin, is known for its engineering school, and the city is known for its annual South by Southwest tech and media conference. Austin’s tech scene spans many verticals, but it’s particularly known for hardware, including semiconductors, as well as AI, biotechnology and cloud computing. And its food and music scene, low taxes and favorable climate has made the city a destination for tech workers from across the country.

Key Facts About Austin Tech

  • Number of Tech Workers: 180,500; 13.7% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Dell, IBM, AMD, Apple, Alphabet
  • Key Industries: Artificial intelligence, hardware, cloud computing, software, healthtech
  • Funding Landscape: $4.5 billion in VC funding in 2024 (Pitchbook)
  • Notable Investors: Live Oak Ventures, Austin Ventures, Hinge Capital, Gigafund, KdT Ventures, Next Coast Ventures, Silverton Partners
  • Research Centers and Universities: University of Texas, Southwestern University, Texas State University, Center for Complex Quantum Systems, Oden Institute for Computational Engineering and Sciences, Texas Advanced Computing Center

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account