Client associate Jobs in Mesa, AZ

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 Associate Client Advisor (“ACA”) will support one or more Client Advisors 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.

The Contributions You Will Make

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, on sites, 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.

Minimum 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.
• This role is open to remote work but with a preference to be based at Voya’s offices in Walnut Creek, San Diego, or Scottsdale.

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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.

$100,000 to $110,000 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

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.

Equal Employment Opportunity

Reasonable Accommodations