Senior Financial Relationship Manager

23 hours ago


New York, New York, United States Voya Financial Full time
Company Overview
Voya Financial is a leading provider of investment and retirement solutions. We believe that everyone deserves access to financial opportunities, and our mission is to help individuals and communities achieve their financial goals.

Salary
The estimated annual salary for this position is $120,000 - $150,000, depending on location and experience.

Job Description
We are seeking a Senior Financial Relationship Manager to join our team. As a key member of our business development team, you will be responsible for building and maintaining relationships with major financial intermediaries, including broker dealers and platforms. Your primary objective will be to raise and retain assets, gain additional shelf space through strategic partnerships, and develop collaborative solutions utilizing Voya IM resources and portfolios.

Responsibilities:
  • Support Senior Business Development Managers in maintaining and growing relationships with various broker dealers and platforms.
  • Develop excellent relationships with key account managers/gatekeepers and due diligence research groups within independent and regional broker dealers.
  • Function as a contact for the account relationship such that the sponsor firm feels that the Company is a business partner.
  • Represent Voya's investment solutions, including mutual funds, separate accounts, closed-end funds, and sub-advisory services, with the end goal of product placement through discretionary platforms.

Required Skills and Qualifications:
To be successful in this role, you will need:
  • A strong understanding of the financial services industry and its trends.
  • Excellent analytical, problem-solving, and project management skills.
  • The ability to communicate effectively with key stakeholders, including relationship managers, product gatekeepers, and due diligence research teams.
  • A proven track record of success in sales-oriented roles, with a focus on building and maintaining relationships.

Benefits:
Voya Financial offers a comprehensive benefits package, including:
  • Health, dental, vision, and life insurance plans.
  • A 401(k) Savings plan with generous company matching contributions (up to 6%).
  • The Voya Retirement Plan, an 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.

Critical Skills:
In addition to the above requirements, we are looking for candidates with:
  • Business Acumen: An appreciation and understanding of the financial services industry to make sound business decisions.


  • New York, New York, United States Creative Financial Staffing Full time

    About the CompanyCreative Financial Staffing is a leading staffing agency specializing in financial placements.Job SummaryWe are seeking an experienced Senior Financial Manager to join our team in New York City. As a key member of our finance department, you will be responsible for verifying, allocating, and posting details of business transactions to the...


  • New York, New York, United States First Citizens Bank Full time

    The role of a Financial Relationship Manager at First Citizens Bank involves cultivating, acquiring, growing, and maintaining Private Equity and Venture Capital client relationships. This hybrid position requires building deep connections with individuals at these firms, including Partners, COOs, CFOs, and finance staff.Key ResponsibilitiesSupporting Senior...


  • New York, New York, United States Creative Financial Staffing Full time

    About the RoleWe are seeking an experienced Senior Financial Manager to join our team at Creative Financial Staffing.Job SummaryThe ideal candidate will have 7+ years of relevant experience in financial management, with a strong background in accounting and finance. A CPA certification is a must, and experience working with non-profit organizations is...


  • New York, New York, United States Wintrust Financial Full time

    Wintrust Financial is seeking a seasoned professional to join their Wealth Services team as a High Net Worth Client Relationship Manager. This dynamic role requires 10+ years of experience in developing and managing relationships with high-net-worth clients, applying deep credit expertise, working knowledge of investment portfolios, and trust solutions.About...


  • New York, New York, United States Creative Financial Staffing Full time

    About the OpportunityWe are seeking a highly skilled Senior Financial Analyst to join our team at Creative Financial Staffing. As a key member of our organization, you will play a crucial role in maintaining and reconciling general ledger accounts, including accounts payable, accounts receivable, and premiums.ResponsibilitiesMaintain and reconcile general...


  • New York, New York, United States People With Chemistry Full time

    Company Overview">People With Chemistry is a global, privately-held Medical Communications agency providing services across Medical Affairs, Publications, Promotional, Commercial and Regulatory spaces for blue-chip pharmaceutical companies and biotech's. With phenomenal organic growth since its founding, the company continues to expand its top-tier Client...


  • New York, New York, United States Cetera Financial Group Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Senior Financial Services Coordinator to support our Registered Representatives with their day-to-day investment practice. This role is ideal for someone with 3+ years of experience in the financial services industry, who is passionate about delivering exceptional client service.In this role,...


  • New York, New York, United States eFinancialCareers Full time

    Company OvervieweFinancialCareers is a leading platform for financial professionals to find their next career opportunity.About the RoleWe are seeking an experienced Senior Relationship Development Manager to join our team. This role will be responsible for developing and maintaining relationships with institutional clients, identifying new business...


  • New York, New York, United States Creative Financial Staffing Full time

    Job Overview:We are seeking a highly skilled Senior Financial Manager to join our team at Creative Financial Staffing. As a Senior Financial Manager, you will play a crucial role in managing and optimizing the financial operations of a prestigious real estate portfolio.About the Role:The ideal candidate will have a deep understanding of real estate...


  • New York, New York, United States Creative Financial Staffing Full time

    As a leading staffing agency, Creative Financial Staffing of New York is proud to partner with a forward-thinking food industry organization in the Hunts Point area. We are seeking an experienced Accounts Payable Manager to join their team and report directly to the controller.The ideal candidate will have a strong background in managing AP teams and...


  • New York, New York, United States Creative Financial Staffing Full time

    About the Role:Creative Financial Staffing is seeking a dedicated Senior Accountant to join our finance team.As a key member of our team, you will play a crucial part in maintaining financial integrity and supporting our mission through accurate financial reporting and compliance.Key Responsibilities:Prepare and oversee financial statements, budgets, and...


  • New York, New York, United States TD Bank, N.A. Full time

    Job SummaryThe Senior Relationship Manager- NYC will serve as a trusted advisor to TD Bank's commercial banking customers, providing customized solutions to meet their financial needs. This role requires a deep understanding of commercial industry trends, business development techniques, and credit decisions.Key ResponsibilitiesDevelop and manage commercial...


  • New York, New York, United States Creative Financial Staffing Full time

    About the CompanyCreative Financial Staffing is a leading international firm recognized for its commitment to pro bono services.The firm offers a unique opportunity for growth and development in a progressive work environment.As a remote worker, you will report directly to the Accounting Manager and have flexibility in your work schedule.Responsibilities of...


  • New York, New York, United States Charter School Business Management Full time

    Company OverviewCharter School Business Management is a leading provider of financial education, services, and resources to the charter school sector. Our mission is to empower charter schools with the tools they need to succeed in their mission to provide quality education to all students.About the JobWe are seeking an experienced Senior Financial Manager...


  • New York, New York, United States Creative Financial Staffing Full time

    Creative Financial Staffing is partnering with a leading manufacturing company in Holland to find a Senior Treasury Finance Manager. This role will be responsible for overseeing the company's global treasury activities, ensuring optimal liquidity to support operations, and developing strategic financial plans.Job DescriptionThe ideal candidate will have a...


  • New York, New York, United States Phaxis - Financial Services Full time

    Job Title: Financial Analyst ProfessionalAbout Us: Phaxis - Financial Services is a leading financial services company dedicated to providing top-notch accounting solutions. Our team is passionate about delivering exceptional results and building long-lasting relationships with our clients.Job Description:We are seeking a highly skilled Senior Accountant to...


  • New York, New York, United States Middesk Full time

    About MiddeskMiddesk is redefining business identity verification, transforming a traditionally manual process into a modern, digital solution. Our platform provides accurate, timely data that empowers financial institutions and fintechs to onboard businesses more efficiently and with confidence.With the backing of Y Combinator, Sequoia Capital, and Accel...


  • New York, New York, United States Voya Financial Full time

    About the OpportunityThis role offers an exciting chance to contribute to the servicing of key intermediary sales relationships. As a financial services intern, you will develop a deep understanding of major financial intermediaries and collaborate with Business Development Managers to build effective solutions using Voya Investment Management resources and...


  • New York, New York, United States Charter School Business Management Full time

    Job SummaryCharter School Business Management is seeking a highly skilled Senior Financial Operations Manager to join our team. As a key member of our financial operations department, you will play a critical role in ensuring the financial health and stability of our clients.About UsCharter School Business Management is a leading provider of accounting and...


  • New York, New York, United States Creative Financial Staffing Full time

    Creative Financial Staffing is partnering with a leading private research university to fill a senior post-award accountant position, presenting an exceptional growth opportunity.The organization's funding has more than doubled in recent years and is poised for exponential expansion within the next year, offering significant potential for career...