Client Account Manager
Company: Disability Solutions
Location: New York
Posted on: October 21, 2024
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Job Description:
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 Get to Know the OpportunityAs a member of Voya
Investment Management's Client Service and Relationship Management
Team, the Client Account Manager will support and provide service
to clients of Voya IM, spanning both public and private fixed
income and equity investment strategies. The individual is
responsible for maintaining and strengthening the organization's
relationships with new and existing clients by executing on
proactive and ongoing client relationship servicing, in partnership
with Voya IM Sales teams. The individual is expected to work both
independently and collaboratively, both within Voya IM and with
external clients and their constituents, to provide regular
communication and manage clients' portfolio-related needs.*Ideal
candidate will be located in the NYC area with the ability to work
at our NYC office at least 2-3 days per week.*The Contributions You
Will Make1. Provide service to Institutional and Insurance clients
related to separately managed portfolios and fund investments with
Voya IM, collaborating with Relationship Managers, to provide
exceptional day-to-day service for assigned clients. 2. Regularly
interface with and amongst Voya IM teams and external clients to
respond to portfolio related inquiries, establish accounts, lead
and implement mandate changes, and resolve issues fully and
timely.3. Lead, interact and partner with cross-functional teams,
including Operations, Investments, Sales, Finance, Product,
Compliance, and Legal as it relates to new clients and ongoing
support for existing clients.4. Partner within the broader Client
Service and Relationship Management team and across the
organization to lead and manage client communications and deliver
on client needs independently and effectively. Respond to requests
for information and day-to-day questions in a timely and
professional manner; seek resolutions as issues arise.5. Ensure
accuracy of client data and internal systems to ensure proper
allocation of accounts, compliance, calculation of fees, timely
reporting, and delivery of firm disclosures.6. Independently, and
collaboratively with Sales and Investments teams, prepare
presentation materials for client meetings. Attend and contribute
to client meetings.7. Apply investment knowledge and experience in
servicing Institutional and Insurance clients to effectively
undertake and address account-related matters, identify
opportunities to enhance and/or expand service provided to clients
and advisors. 8. Champion initiatives that impact clients and the
team, implement process enhancements to enhance the client
experience.9. Provide support to the broader Client Service and
Relationship Management team, including client recordkeeping system
updates, process documentation, RFP responses, materials for client
review meetings, etc. 10. Ensure continuous collaboration and full
integration with client service team members via frequent
teleconference meetings and periodic travel (approx. 1-4 times per
year).Minimum Knowledge and Experience1. Bachelor's degree in
Business, Finance, or related field with at least 10 years of
experience and working knowledge of the asset management business,
including at least 5 years of specific client service experience
for Institutional and/or Insurance clients.2. Exceptional and
effective verbal and written communication skills, and ability to
independently and effectively collaborate with a high level of
attention to detail to provide regular service and implement client
mandate changes.3. Service oriented, client-focused, consultative
philosophy.4. Teamwork mentality, and ability to develop, engage
with and maintain effective working relationships with individuals
throughout the organization and external partners.5. Exceptional
project management skills; ability to effectively champion new
initiatives, including leading cross-departmental coordination to
present ideas and implement client solutions.6. Critical thinking
and ability communicate complex information in simple terms.7.
Adaptable to work in an ever-changing, multi-tasked environment
with high, competing priorities, complexity, and strict
deadlines.8. Ability to optimize use of technology, including
strong working knowledge of Microsoft Office Suite.9. Working
knowledge of fixed income and equity securities, asset management
industry, and the firm's products.Preferred Knowledge and
Experience1. Additional experience within Institutional and/or
Insurance client servicing, relationship management, or product
management.2. Knowledge of private and alternatives investment
strategies, including but not limited to renewable energy,
infrastructure, private credit, private equity, and/or commercial
mortgage loans, a plus. 3. Advanced degree or investment-related
certification, e.g., MBA, CFA.4. Series 7, 63, and/or 66 licensed,
a plus.#LI-BMSCompensation 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. $140,000 to $160,000 USDBe 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
Keywords: Disability Solutions, Hartford , Client Account Manager, Executive , New York, Connecticut
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