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Retirement Relationship Manager Jobs in Kansas (NOW HIRING)

... manage those relationships * Consult with clients and brokers on investment issues including ... 6%) * Voya Retirement Plan - employer paid cash balance retirement plan (4%) * Tuition ...

CRM Manager

Overland Park, KS · On-site

$96K - $137K/yr

... Manager to join our Integrated Brand Experience team! You will report to the Director, CRM, and ... in the 401(k) retirement plan with company matching contributions subject to eligibility ...

CRM Manager

Overland Park, KS · On-site

$96K - $137K/yr

... Manager to join our Integrated Brand Experience team! You will report to the Director, CRM, and ... in the 401(k) retirement plan with company matching contributions subject to eligibility ...

CRM Administrator

Overland Park, KS · Hybrid

$43.27 - $57.70/hr

CRM Administrator / IT AnalystOverview We are seeking a highly motivated CRM Administrator to serve ... 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available • Life Insurance ...

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Retirement Relationship Manager information

What is a retirement relationship manager?

Retirement Relationship Managers are professionals who assist clients with planning and managing their retirement accounts and benefits. They act as a primary point of contact for individuals or organizations, providing guidance on retirement plan options, investments, and regulatory compliance. Their role involves building strong relationships with clients, addressing questions or concerns, and ensuring clients' retirement goals are met. They often work for financial institutions, retirement plan providers, or advisory firms, and stay up-to-date with changing retirement laws and investment strategies.

How does a retirement relationship manager typically collaborate with other departments to support clients' retirement goals?

Retirement Relationship Managers frequently work alongside teams such as investment advisors, compliance officers, and customer service representatives to provide holistic support to clients. They coordinate with these departments to ensure clients receive timely and accurate information regarding their retirement plans, regulatory updates, and investment options. This collaborative approach helps address client concerns promptly and enables Retirement Relationship Managers to offer tailored solutions that align with clients' long-term financial objectives. Regular communication and joint problem-solving are essential parts of the role, fostering a seamless client experience.

What are the key skills and qualifications needed to thrive as a retirement relationship manager, and why are they important?

To thrive as a Retirement Relationship Manager, you need a solid understanding of retirement planning, investment products, and financial regulations, typically supported by a bachelor's degree in finance or a related field. Familiarity with CRM software, retirement plan management systems, and relevant certifications such as Series 6, 63, or 65 is often required. Excellent interpersonal skills, problem-solving abilities, and effective communication help build trust and provide tailored solutions for clients. These skills are crucial for ensuring client satisfaction, regulatory compliance, and long-term relationship success in a competitive financial environment.

What is the difference between Retirement Relationship Manager vs Financial Advisor?

AspectRetirement Relationship ManagerFinancial Advisor
CredentialsCertifications like CFP, Series 7/66 often preferredCFP, CFA, Series 7/66 commonly required
Work EnvironmentBanking or financial institution focusing on retirement productsIndependent or firm-based, covering broad financial planning
Employer & IndustryFinancial institutions, banks, retirement service providersFinancial planning firms, independent advisors, banks

Retirement Relationship Managers primarily focus on managing retirement accounts and products within financial institutions, emphasizing client retention and product sales. Financial Advisors offer comprehensive financial planning services, including retirement, investments, and estate planning. While both roles require similar certifications and work in financial environments, their scope and client focus differ, with Retirement Relationship Managers specializing in retirement solutions within banking settings.

What are popular job titles related to Retirement Relationship Manager jobs in Kansas?

For Retirement Relationship Manager jobs in Kansas, the most frequently searched job titles are:

What job categories do people searching Retirement Relationship Manager jobs in Kansas look for?

The top searched job categories for Retirement Relationship Manager jobs in Kansas are:

What cities in Kansas are hiring for Retirement Relationship Manager jobs?

Cities in Kansas with the most Retirement Relationship Manager job openings:

Client Relationship Manager

FAVARH

Kansas City, KS

$99K - $123K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 3 days ago


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

Profile Summary:

Responsible for new business implementation, asset retention, growth of assets and client satisfaction for assigned book of business.

Profile Description:

  • 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

Knowledge & Experience:

  • Bachelor's degree preferred or equivalent work experience
  • Minimum of 4 years of experience in the financial services industry or 2 years within the defined contribution marketplace
  • FINRA series 6 or 7 and 63
  • State insurance license
  • Strong analytical, organizational and time management skills
  • Ability to travel frequently

#LI-NV1

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.

$99,090 - $123,860 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

Learn more about Voya benefits (download PDF)

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 Critical Skills

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.

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