jobs.pl/Пропозиції роботи/Продажі/Associate Consultant Relations Advisor
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Associate Consultant Relations Advisor

Повна зайнятість Робота на місці

Дата публікації: 01.11.2026

The Associate Consultant Relations Advisor's (ACRA) primary objective is to collaborate with US Consultant Relations ("CR") to drive commercial success with Investment Consultants and other Professional Buyers. ACRAs need to effectively partner with Investment Teams, Marketing & Product, Client Service and Business Development to enable US Distribution to achieve its sales targets.

Responsibilities

Provide support to the Consultant Relations team to cover marketing and distribution of Fixed Income, Alternatives, Equities and Solution-driven strategies; Organize and prepare for consultant meetings, calls, on-sites, and Voya sponsored events; Coordinate with internal partners (e.g., RFP, CPM, Marketing, Product teams) to complete consultant requests and track appropriately; Identify and implement best practices on the team for utilization across all team members and regions; Maintain consultant strategy for each national and global firm; Collaborate with Regional Client Advisory teams; Maintain in Salesforce all activities/call reports, pipeline updates, and organizational information including key contacts; Ensure timely and accurate data to allow proper reporting during monthly regional CA/CR meetings and one-on-one meetings with the leadership of Distribution

Requirements

Undergraduate degree with 2-3 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, with strong analytical and creative problem-solving skills; Excellent interpersonal, teamwork, written/verbal communication, and presentation skills; Strong project management, organization, and planning skills, with a demonstrated ability to meet deadlines without compromising accuracy or quality; strong ownership of projects and tasks; FINRA Series 7 and 63 licenses are required within 90 days of filling the position; Candidates who have not begun the CFA program will be expected to pursue the CFA Charter beginning in their first year; Familiarity with AI-enabled tools, experience using or willingness to adopt AI-driven tools to enhance efficiency and achieve sales targets

Nice to have

Product knowledge across Fixed Income, Equities and Alternatives; Experience with the institutional investment management industry or an investment banking analyst program

Benefits

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; Incentive opportunities (annual cash incentives, sales incentives, and/or long-term incentives)
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