Head of Advanced Markets

Together we strive for everyone's opportunity towards a better financial future.

Together we stand up for and champion everyone's access to opportunity. We strive for better together. We advocate for everyone and not against anyone. 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 to be America's Retirement Company®.

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Job Description

Profile Summary:

Reporting to the Head of Advisory and Financial Planning, this individual will have daily responsibilities for the financial planning unit, providing technical financial planning sales and relationship management support to phone and field advisors and internal partners, including strategic direction for financial planning services in Retirement Services. He/she will work with channel partners in retail products and distribution, qualified plans and other channels to ensure the highest quality and compliant financial planning delivery.

Profile Description:

• Partner with Advisors and Sales Managers to provide coaching and accountability on client acquisition, financial planning, and sales strategies for field leaders and advisors.
• Promote the Retirement Readiness strategy across the organization and to corporate, tax-exempt, affinity groups, advisors and individual prospects and customers of Voya.
• Manage financial planning specialist team to achieve scorecard goals and advance retirement and financial planning services.
• Develop, maintain, and deepen relationships with advisors. Build rapport and credibility.
• Leverage internal systems and reports to identify opportunities for growth in advisor practices.
• Drive awareness, implementation, and effectiveness of key programs and initiatives within Retirement Services and the Central Advice Group.
• Respond to requests received via e-mail and phone from senior managers, senior advisors, RVPs (Regional Vice Presidents) and other partners regarding various programs, messages, and materials related to client acquisition, financial planning and sales strategies.
• Provide in-depth subject matter expertise on Retirement Readiness and related marketing, sales and financial planning program initiatives.
• Assist in the coordination, facilitation, and follow up of key advisor conferences.
• Provide coaching advice to field and phone advisors and Middle Market America phone team regarding planning options and escalation to higher level services. Includes using strategies to identify additional assets and accomplish asset gathering, asset retention and product placement consistent with Voya Retirement Services regulatory and Business Conduct guidelines.
• Provide frequent feedback and employ designated metrics to evaluate appropriate Advisor accreditation levels and entitlements.
• Provide career development and counseling for Financial Planning Specialists.
• Develop and improve planning and advice tools for use by Advisors.

Education & Experience:

• 10+ year's financial services leadership experience with financial planning services and team management.
• FINRA Series 7, 65 or 66 preferred
• Strong understanding of financial and retirement planning and asset allocation strategy, vendors and tools.
• Experience working with qualified plan sponsors and participants regarding retirement planning services.
• Ability to provide managerial skills across Financial Planning Specialists and within the Central Advice Group.
• Sound technical knowledge of RIA and broker-dealer technology.
• Expert-level knowledge of retirement planning, asset allocation, asset management, BD/RIA regulations and business practices. Ability to understand, apply and communicate complex financial planning concepts to a client's situation.
• Excellent public speaking, interpersonal and writing skills required.
• Ability to provide managerial skills across Financial Planning Specialists and within the Central Advice Group.
• Must be able to work in a fast paced professional environment and to adapt quickly to rapid changes in technology and procedures.
• Periodic travel may be required for client meetings, training and speaking engagements.
• Track and report key activities and results.

Please Note: Work location for this role is FLEXIBLE! This position allows 100% remote work. Colorado Residents Only: The salary range for Colorado residents is $156,000 - $235,000. Pay is based on several factors including but not limited to education, work experience, geographic differentials, certifications, etc. In addition to the base salary, Voya offers incentive opportunities based on each role to reward achievement of annual performance objectives. A list of additional benefits can be found on our job posting and also on our Voya career page. All benefits are subject to eligibility requirements.

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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 aboutCritical 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

We are committed to maintaining a diverse workforce. This commitment governs all decisions related to employment, including selection, development and compensation. It also includes an employee's request for reasonable accommodation. All employees will be treated in a manner free from discrimination or harassment. Voya is committed to providing equal employment opportunities for persons with disabilities, including reasonable accommodation when needed. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please see our resources for applicants with disabilities.

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