Sr. Client Onboarding Manager

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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As part of the Client Service team, the Sr. Client Onboarding Manager will independently implement new clients and funds for institutional clients of Voya Investment Management, across all asset classes and public and private investment products, including equity, fixed income, leveraged credit and multi-asset for all external U.S. and non-U.S. asset management (Public, Corporate & Taft-Hartley Pension plans, Insurance Company and Retirement). Strengthen the organization's relationships with new institutional client accounts by seamlessly onboarding clients and collaborating within the firm to deliver on Voya Investment Management's commitment to clients.

KEY RESPONSIBILITIES

• Following rigorous processes and workflows, lead implementation of new business by serving as primary project manager and liaison between client, clients' custodian banks, and Voya teams to onboard custom investment mandates and launch funds (onshore and offshore).
• Lead collaboration: negotiating contracts and investment policies, defining service deliverables, partnering within the Client Service team and all Voya departments to establish account and operating requirements.
• Effectively communicate and partner with cross-functional internal teams, incl. Investment, Legal, Compliance, Operations, Data, Sales, Marketing, Product, as well as external service providers (e.g., custodians, consultants, advisors) on new business initiatives and client relationships.
• Perform all "Know-your-Client", beneficial owner, AML and suitability responsibilities in accordance with regulations and Voya policies.
• Proactively create solutions, document processes, and deliverables following rigorous review; with collaboration across the firm. Seek resolution to bespoke issues or obstacles as they arise.
• Utilize designated systems fully, maintaining all details of client requirements, ensuring accurate records of client and portfolio data in all integrated systems (Shareholder, CRM, Workflow).
• Apply investment industry knowledge and experience in operational Institutional client onboarding and other Client Service matters to effectively undertake and manage issues, identify opportunities to enhance and/or expand services provided to all institutional clients and support implementation of improvements to internal processes, communications, and service delivery.
• Lead projects and/or participate on multi-functional project teams to support new business initiatives.
• Ensure continuous collaboration and full integration with Client Service and Operational teams via frequent teleconference and project management updates.

KEY SKILLS & ABILITIES

• In-depth knowledge of investment management business/asset management industry; client onboarding experience in this specific industry as well as all regulatory aspects, including KYC, CID, CRD and AML.
• Service oriented, client-focused, consultative philosophy.
• Proactive ownership and leadership approach.
• Ability to develop and maintain effective working relationships with internal and external partners.
• Excellent verbal and written communication skills.
• Exceptional project management skills: able to independently drive projects and effectively address issues to ensure timely and accurate resolution.
• Demonstrate critical thinking and ability to articulate complex information in simple terms.
• Effectively manage competing priorities and handle multiple projects/tasks concurrently.
• Ability to administer and optimize technology tools, both custom built and vendor (MS, Salesforce, etc.)
• Strong attention to detail.

QUALIFICATIONS

• 7+ years of client service, consulting, and/or operational experience within the Investment Management / Financial Services industry, working closely with institutional external clients.
• Institutional client onboarding experience within asset management / financial service firms is preferred.
• Knowledge of fixed income, equity, public and private markets, asset management products.
• Bachelor's degree in Finance, Economics, or related field highly desired.
• Advanced degree or CFA, a plus.
• Position will be hybrid work from home in the vicinity of Voya office in Atlanta, GA, New York, NY, or Windsor, CT. Limited travel required.

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Please Note: This position allows remote work from home but will require travel to our Voya office as business requires. Candidates must be located within a 50-mile radius from your assigned office.

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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