Associate Client Advisor

Employer
voya.com
Location
New York City, New York (US)
Salary
Salary plus bonus
Posted
Jun 09, 2021
Closes
Jul 09, 2021
Ref
JR0023781
Job Function
Institutional Sales
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors

 

Profile Summary

The US Institutional Associate Client Advisor (“ACA”) will support a 5-person team of Client Advisors & Consultant Relations (“CA/CR”) 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.  This role is based in New York.

Profile Responsibilities

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 a 3-year period.

  • 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, onsites 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

Knowledge and Experience

  • 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
  • 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

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