Well Planned, Well Invested, Well Protected®
Associate Client Advisor
Location
United States
Posted
3 days ago
Salary
$100K - $110K / year
Seniority
Mid Level
No structured requirement data.
Job Description
Associate Client Advisor
Voya Financial
Role Description The US Institutional Associate Client Advisor (“ACA”) will support one or more Client Advisors in order to drive sales of Voya Investment Management strategies across public and corporate plans (DB and DC), E&Fs, Tier 1 & 2 Consultants and Sub-advisory firms. The ACA will need to collaborate effectively with multiple Investment Teams, Marketing & Product, Client Service and Business Development in order to contribute to the team’s success in raising and retaining assets. The Contributions You Will Make - A dynamic, extroverted, self-starter, passionate, and enthusiastic individual with some investment management experience. - Good relationship management, sales, and interpersonal skills. - Strong desire to develop knowledge in the asset management business. - Provide business development support to the CA/CR team by identifying prospective opportunities through primary research/industry sources. - Organize and prepare for prospect and consultant meetings, calls, on sites, and Voya-sponsored events. - Develop prospect outreach plans with the CA/CRs stemming from client segmentation campaigns or from independent plan research. - Partner with the Client Service team to help service and cross-sell existing client relationships. - Serve as back-up coverage for the team, including responding to prospect requests, reviewing RPFs, updating CRM and attending conferences/events when necessary. Qualifications - Undergraduate degree with 3-4 years of work experience preferably within the institutional investment management industry or in an investment banking analyst program. - Demonstrated ability to learn complex investment/product concepts. - Excellent interpersonal skills and effective teamwork skills. - Strong project management, organizing, planning, and presentation skills. - Strong analytical skills and a background in creative problem solving. - Demonstrated ability to work effectively in a deadline-driven environment without compromising accuracy and quality of output. - Strong sense of ownership of projects and tasks. - Some product knowledge in Fixed Income, Equities and Alternatives is preferred. - Superior written and verbal communication skills. - License Series 7 and 63 are not a prerequisite but are required within 90 days of filling the position. - Expectation that the CFA Charter will be pursued in the first year if the selected candidate has not started the process. - This role is open to remote work but with a preference to be based at Voya’s offices in Walnut Creek, San Diego, or Scottsdale. Requirements - Compensation Pay Disclosure: $100,000 to $110,000 USD. Benefits - 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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