Avp, Strategic Relationship Manager, Govt Markets (Southeast)
LOCATION
Georgia, South Carolina, Florida, Alabama, North Carolina, or Tennessee
QUALIFICATIONS
Bachelor's degree or equivalent, 6+ years of proven client relationship management skills, excellent communication and presentation skills, in-depth knowledge of financial products and services, preferably in government and healthcare retirement services.
RESPONSIBILITIES
Enhance client relationships, provide guidance and support, align initiatives with revenue goals, develop client satisfaction action plans, coordinate resources across teams, and participate in client presentations and proposals.
INDUSTRY
Financial Services
SHORT DESCRIPTION
Manage client relationships within Tax-Exempt Markets, focusing on retention and growth for large plan sponsors, while promoting financial opportunities and client satisfaction.
The Contributions You’ll Make
- Enhancing existing client relationships into strong partnerships for client retention, including promoting the sale of products and cross-serving initiatives to targeted plan sponsors and to develop trust-based relationships with multiple levels within client organization.
- Proactively contact clients to provide guidance, planning and support outside of day-to-day and “standard” recordkeeping needs.
- Initiate activity that aligns with revenue and profitability targets within TEM organization
- Understand key performance drivers and develop action plans, as appropriate, to ensure client satisfaction.
- Coordinate all resources and other relationship touch points when situation calls for across the organization
- collaboration involving sales, marketing, investments, recordkeeping and operations teams.
- Participates in finals presentations, client and Board meetings, requests for proposals, internal projects and where needed
- Other duties as assigned.
- Bachelors Degree or equivalent
- 6+ years proven client relationship management skills
- Excellent verbal and written communication skills
- Strong presentation skills
- Strong problem solving skills
- In‐depth knowledge of financial products and services, preferably within the government and healthcare retirement services market
- Professional designations (i.e. CRPS, CEBS, ChFC, CFP, AIF, etc.) a plus, but not required
- Series 6/63 preferred, or required within 90 days of hire
- OMNI knowledge preferred, but not required
- Salesforce.com or comparable CRM database experience a plus
- This position can reside in Georgia, S. Carolina, Florida, Alabama, N. Carolina or Tennessee
- 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
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