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Client relationship manager • irving tx

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Client Relationship Manager-Retirement

Client Relationship Manager-Retirement

Voya FinancialArlington, TX, US
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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 ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Client Relationship Manager

Client Relationship Manager

StifelDallas, TX, US
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Under general supervision, The Client Relationship Manager acts as a key liaison between larger clients and Stifel Wealth and Investment Management, ensuring that such clients can avail themselves ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Federal Client Relationship Marketing Associate Manager

Federal Client Relationship Marketing Associate Manager

Accenture Federal ServicesArlington, Texas, USA
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At Accenture Federal Services nothing matters more than helping the US federal government make the nation stronger and safer and life better for 13000 people are united in a shared purpose to purs...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Client Relationship Director

Client Relationship Director

Ark SolutionsDallas, TX
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Base plus uncapped commission (OTE $-k).We're looking for a true hunter to build new client relationships, uncover opportunities, and fuel our expansion in key markets. IT staffing company committed...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
VIP Relationship Manager / Client Success Manager (CSM)

VIP Relationship Manager / Client Success Manager (CSM)

LaborintosDallas, Texas, .US
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Contamos con un equipo sólido y robusto de consultores especializados en búsqueda y selección de personal, así como en consultoría en diversos temas asociado al Talento Humano en múltiples sectores...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Client Relationship Manager

Client Relationship Manager

Texas StaffingGrand Prairie, TX, US
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At Pitney Bowes, we do the right thing, the right way.As a member of our team, you can too.We have amazing people who are the driving force, the inspiration and foundation of our company.Our thrivi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Client Relationship Manager - Retail Alternative Investments

Client Relationship Manager - Retail Alternative Investments

SS&C Technologies HoldingsDallas, TX
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Client Relationship Manager – Retail Alternative Investments.Location : Kansas City, MO; Boston, MA; Braintree, MA; Chicago, IL. Denver, CO; Dublin, OH; Dallas, TX | Hybrid.The Manager of CRM will d...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Client Relationship Manager

Client Relationship Manager

AscensusDallas, Texas
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FuturePlan is the nation’s largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds : high-touch personalize...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Client Relationship Manager

Client Relationship Manager

Pitney BowesGrand Prairie, Texas, USA
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At Pitney Bowes we do the right thing the right way.As a member of our team you can too.We have amazing people who are the driving force the inspiration and foundation of our company.Our thriving c...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Wealth Client Relationship Mgr

Wealth Client Relationship Mgr

TIAADallas, TX, US
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Wealth Client Relationship Manager.Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with ou...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Relationship Manager

Relationship Manager

East West BancorpDallas, TX, US
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Responsible for supporting the development and implementation of the Bank's strategic plan for lending and treasury services for non-profit organizations including private schools and charter schoo...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Client Relationship Manager

Client Relationship Manager

THIRD COAST BANKDallas, TX, US
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Regional President Corporate Banking.Position Summary : Client Relationship Manager (CRM) plays a crucial role in managing and nurturing relationships between the bank and its commercial clients.Thei...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Client Relationship Director

Client Relationship Director

IQ-EQDallas, TX, US
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We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide.F; We em...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Client Relationship Specialist

Client Relationship Specialist

AE PerkinsDallas, TX, United States
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The Client Relationship Specialist (CRS) is responsible for providing outstanding, dedicated client care while maintaining professional relationships with current, potential, and former clients.Wor...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Client Relationship Manager

Client Relationship Manager

BALDallas, TX, US
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BAL is a team of brilliant people who change lives through elite immigration work and collaborative innovation.We pursue the exceptional in all that we do, but never at the expense of our values.Th...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Client Relationship Manager

Client Relationship Manager

Stifel FinancialDallas, TX, US
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Stifel strives for a culture that puts its clients and associates first : a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Bilingual Client Relationship Representative

Bilingual Client Relationship Representative

Purolator InternationalGrapevine, TX, United States
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Working at Purolator International is more than a job.It's an opportunity to be part of a winning team and to contribute to the success of our growing company. Purolator International is a leading U...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Wealth Client Relationship Mgr

Wealth Client Relationship Mgr

Dallas StaffingDallas, TX, US
serp_jobs.job_card.full_time
Wealth Client Relationship Manager.Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with ou...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Retirement Plan Client Relationship Manager

Retirement Plan Client Relationship Manager

CPS, Inc.Dallas, TX, US
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Retirement Plan Client Relationship Manager.A growing retirement plan organization is looking for a client relationship manager to work out of their Dallas office. This person would be responsible f...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Client Relationship Manager-Retirement

Client Relationship Manager-Retirement

Voya FinancialArlington, TX, US
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Join Voya Financial

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 opportunity :

Responsible for new business implementation, asset retention, growth of assets and client satisfaction for assigned book of business. Travel to other regions may be required.

Please note : Work location for this role is flexible! This position allows 100% remote work from home Colorado, Arizona or Utah. Territory to include Colorado, Arizona, Utah, Wyoming and New Mexico.

The contributions you'll make :

  • Maintain and strengthen relationships with key clients, distribution partners and TPAs
  • Develop business plans that identify key clients and list action steps to manage those relationships
  • Consult with clients and brokers on investment issues including performance, diversification, style and suitability
  • Work with plan sponsor to design participant education campaigns with the goal of increasing participation and contribution rates
  • Assist sales representatives with sales presentations and act as subject matter expert in topics such as Voya Service Model, installation process, ongoing service and procedures
  • Introduce and support new product and service initiatives

Minimum knowledge and experience :

  • Minimum of 4 years of experience in the financial services industry or 2 years within the defined contribution marketplace
  • Strong analytical, organizational and time management skills
  • Ability to travel frequently
  • FINRA series 6 or 7 and 63
  • Preferred knowledge & experience :

  • Bachelor's degree preferred or equivalent work experience
  • State insurance license
  • 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. 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. $84,930 - $141,560 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
  • 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.