Associate Client Advisor

New York City, New York (US)
Salary plus bonus
Jun 09, 2021
Jul 09, 2021
Job Function
Institutional Sales
Industry Sector
Finance - General
Employment Type
Full Time


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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