Junior Associate Client Advisor

2 days ago

New York, New York, United States Voya Financial Full time
About the Opportunity

We are seeking a highly motivated and detail-oriented Junior Associate Client Advisor to join our team at Voya Financial. As a key member of our Institutional Sales team, you will play a critical role in supporting our Client Advisors in driving sales of Voya Investment Management strategies across public and corporate plans, E&Fs, and Sub-advisory firms.

Key Responsibilities
  • Provide business development support to the East Coast Client Advisor team by identifying prospective opportunities through primary research and industry sources.
  • Organize and prepare for prospect and consultant meetings, calls, on-sites, and Voya-sponsored events.
  • Develop prospect outreach plans with the Client Advisors 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 Client Advisor team.
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.
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
  • 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.

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