Strategic Relationship Manager in Sebastopol, CA at Voya

Date Posted: 2/12/2018

Job Snapshot

Job Description

As part of the application process, a candidate account is required to log in and view application(s).  Please be sure to check email regularly for information regarding our employment process.


Profile Summary


The Strategic Relationship Manager (SRM) is a senior-level individual contributor responsible for Voya’s largest Corporate Retirement Plan Sponsor relationships.  The SRM manages of book of business comprised of Fortune 100 and 500 companies and is responsible for overall client satisfaction, retention and growth.  Key responsibilities include:



Profile Description

  • Relationship Management: Meets with clients regularly to develop trust-based relationships within client organizations, including Senior Executives, Treasury, Human Resources and Benefits. Attends Plan Investment and Administrative Committees. Understands the client’s organizational structures, industry and business drivers.  Develops relationships with outside consultants and other client service providers.
  • Strategic Account Management: Through consultative engagement works with clients to understand their labor and benefits strategies. Analyzes plan data and industry trends and develops a strategic plan of plan design, product and participant engagement solutions to meet those needs.  Leads Voya’s cross-functional service team to execute against the plan.
  • Client Growth:  Identifies business opportunities for both organic growth and cross-sale of other Voya products and works within the Voya organization to develop, position, close and implement these.  Participates in the sale of new 401(k) business.
  • Client Retention and Contract Negotiations: Responsible client retention and manages  RFIs, RFPs, and benchmarking exercises.  Manages contract negotiations for existing clients. Responsible for pricing strategy, contract preparation and signing. Negotiates appropriate Service Level Agreements.
  • Business Leadership:  Subject matter expert and senior contributor to management team providing insight and strategies that advance the business.  Works with junior members of the service team providing guidance and mentoring to ensure client satisfaction.

    Knowledge and Experience


  • 10 – 15  years of Retirement Industry Experience
  • Strong Client Management experience and skills
  • Deep technical knowledge of  plan design features for 401(k) and non-qualified plans, legal and regulatory framework, industry trends.
  • In-depth knowledge of financial products and services, preferably within institutional retirement services.  
  • Excellent verbal and written communications skills
  • Strong consultative and negotiation skills
  • Bachelor’s Degree of equivalent
  • Industry certifications and FINRA licensing preferred

    Travel – 25 – 40% of Time

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.

CHECK OUT OUR SIMILAR JOBS

  1. Sales Jobs
  2. Sales Manager Jobs