Jr Associate Client Advisor

Company: Disability Solutions
Location: New York
Posted on: November 11, 2024

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 Opportunity The US Institutional Junior Associate Client Advisor ("ACA") will support a team of Client Advisors ("CA") in order to drive sales of Voya Investment Management strategies across public and corporate plans (DB and DC), E&Fs and Sub-advisory firms. The Jr 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. This role can be based in New York, Atlanta or fully remote and reports to the Head of Business Development. The Contributions You'll Bring:

• Provide business development support to the East Coast CA team by identifying prospective opportunities through primary research/industry sources
• Organize and prepare for prospect and consultant meetings, calls, onsites and Voya-sponsored events
• Develop prospect outreach plans with the CAs 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
• Respond to prospect requests and RFPs, maintain Salesforce CRM
• Serve as back-up coverage for the ACA team Who is our ideal candidate? A dynamic, extroverted, self-starter, passionate, and enthusiastic individual with some investment management experience, good relationship management, sales and interpersonal skills, as well as a strong desire to develop knowledge in the asset management business. Qualified candidates may view this as a pathway to a client-facing role after demonstrated success over at least a 3-year period. Minimum Knowledge & Requirements:
  • Undergraduate degree with 1-2 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 Multi-Asset solutions is preferred
  • Superior written and verbal communication skills
  • Willingness to travel, as needed
  • License Series 7 and 63 are not a prerequisite but are required within 90 days of filling the position
  • There will be an expectation that the CFA Charter will be pursued in the first year if the selected candidate has not started the process#LI-MG1 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. 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. $70,000 - $80,000 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
    • 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 yearLearn more about 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 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 .

Keywords: Disability Solutions, Philadelphia , Jr Associate Client Advisor, Other , New York, Pennsylvania