Advisory Services Director

Voya Financial; United States; Remote; USD 111,000 - 166,000; Full time

Job summary

Voya Financial is looking for a leader to manage and enhance its Retirement Advice programs, ensuring compliance and operational excellence while staying updated with industry changes. The ideal candidate will possess extensive experience in financial services, particularly in retirement planning, and demonstrate strong leadership and critical thinking skills, contributing to a culture focused on customer satisfaction and continuous improvement.

Benefits

Health, dental, vision and life insurance plans

401(k) Savings plan with generous matching

Tuition reimbursement up to $5,250/year

20 days paid time off, 9 paid holidays

Paid volunteer time (40 hours per year)

Qualifications

• 8+ years financial services leadership experience.
• Ability to drive results in a matrix environment.
• Strong understanding of retirement advice vendors and tools.

Responsibilities

• Manage Retirement Advice programs and vendors.
• Drive continuous improvements in advisory services.
• Coordinate with compliance and risk management.

Skills

Customer Focused

Critical Thinking

Team Mentality

Business Acumen

Learning Agility

Education

Series 7

Series 65

Series 24

Job description

Together we fight for everyone’s opportunity for a better financial future.

We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today.

Like our Purpose Statement, 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.

Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage – Apply Now

Profile Summary:

Supports in the retirement planning and advice offers across all retirement Institutional markets in partnership with business segment leads. Helps to manage the strategy, implementation and ongoing management of Retirement’s advisory services programs, including both discretionary and non-discretionary advice and guidance services delivered to retirement plans and participants.

Profile Description:

• Manage Retirement Advice programs and associated advice vendors.
• Be a student of the retirement advisory space by staying abreast of all advisory industry product and regulatory changes.
• Work with compliance, product management, risk management, distribution and operations management to ensure compliance with policies and procedures, and timely issue resolution of any incident tickets.
• Drive continuous improvement within operations, technology and usability aspects of the investment advisory offerings.
• Manage and coordinate the implementation of advisory platform enhancements.
• Anticipate future changes including those that may affect customers' expectations of investment advisory products and services, technological development, changing customer segments, and evolving regulatory requirements.
• Solicit feedback from key stakeholders including product management, marketing, qualified plan business partners, independent broker-dealer reps, investment advisor representatives, vendors and the internal departments that support the investment advisory platforms.

Knowledge & Experience:

• 8+ years financial services leadership experience with individual investment products and RIA services including mutual funds, ETFs, annuities and managed accounts.
• Series 7, 65 and 24.
• Ability to lead and drive results in a matrix environment.
• Strong understanding of retirement advice vendors and tools.
• Experience working with qualified plan sponsors and participants regarding retirement planning services.
• Strong attention to detail and enterprise project-management skills comfort with taking ownership of projects and tasks from beginning to end.

#LI-JS1

Compensation Pay Disclosure:

Voya is committed to pay that’s fair and equitable, which means comparable pay for comparable roles and responsibilities.

The below annual base salary range reflects the expected hiring range(s) for this position in the location(s) listed. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Voya Financial is willing to pay at the time of this posting.

Actual compensation offered may vary from the posted salary range based upon the candidate’s geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.

$111,150 - $165,110 USD

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

Voya is committed to the inclusion of all qualified individuals. As part of this commitment, Voya will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please reference resources for applicants with disabilities.

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