Manager, Wealth Management

godirect; Boston (MA); On-site; USD 150,000 - 175,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Tuition reimbursement

Paid time off

Volunteer time

Job summary

Voya Financial is expanding its Investor Center in Boston’s Seaport. We seek a Sales Manager to lead a team of financial advisors, develop talent, deepen client relationships, and scale a modern fiduciary-focused advisory business.

You will coach advisors, drive asset retention and sales growth, and align coaching with business strategy while ensuring regulatory compliance and strong client outcomes.

Qualifications

• Experience leading, coaching, or developing teams in financial services or sales.
• Ability to translate business strategy into priorities and actionable coaching.
• Comfort operating in a regulated or fiduciary environment.
• A genuine passion for developing people and helping others succeed.
• Exposure to retirement, investment, or wealth management.

Responsibilities

• Lead a team of financial advisors, develop client relationships, and drive asset retention and sales growth.
• Provide hands-on, personalized coaching aligned to advisor experience and goals.
• Support advisors pursuing licenses and professional development; foster continuous learning.
• Contribute to planning, strategic initiatives, and expansion of the Investor Center.
• Ensure compliance oversight, data-driven coaching, and fiduciary responsibility.

Skills

Leadership potential

Growth mindset

Coaching others

Developing teams

Client relationships

Fiduciary standards

Data-driven coaching

Business acumen

Education

Bachelor's degree preferred

MBA/ CFP/ CFA/ CRPC desirable

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.

Profile Summary

Are you ready to join a company with a strong purpose and a winning culture? Start your Voya journey!

Voya Wealth Management is expanding its presence in Boston’s Seaport, and this role sits at the center of that growth.

As Sales Manager for the Investor Center, you will play a critical role in shaping the future of how Voya delivers wealth management guidance. This is an entrepreneur’s opportunity for a leader who wants to develop people, deepen client relationships, and help scale a modern, fiduciary-focused advisory business.

You’ll lead a team of financial advisors, with responsibility for advisor development, client experience, asset retention, and sales performance. More than managing outcomes, you’ll help create the environment, mindset, and capabilities that drive long-term success for both clients and advisors.

This role is ideal for a leader who is energized by coaching others, building strong teams, and growing alongside the business.

Profile Description

Build Meaningful Client Experiences

• Champion a discovery-first, consultative approach, helping advisors move beyond transactional interactions to trusted, long-term client partnerships
• Coach advisors to consistently deliver Voya’s fiduciary and advisory standards
• Drive asset retention and sales growth by strengthening client relationships and improving client outcomes
  

Develop and Grow Your Advisors

• Provide hands‑on, personalized coaching aligned to each advisor’s experience level, strengths, and career goals
• Support advisors as they pursue additional licenses and professional development, reinforcing a culture of continuous learning
• Create stretch opportunities that build confidence, capability, and career momentum
• Act as a connector between individual advisor aspirations and broader organizational priorities
  

Lead, Improve, and Build What’s Next

• Operate with a business‑owner mindset, identifying opportunities to improve performance, processes, and advisor effectiveness
• Contribute to planning and strategic initiatives across the Investor Center as Voya continues to expand its wealth management footprint
• Ensure strong oversight of compliance, call quality, documentation, and supervisory responsibilities in a fiduciary environment
• Use data and performance insights to guide coaching, identify emerging talent, and inform decision‑making

How We Work at Voya: Our Core 4

• Customer Obsession - We put the customer at the center of every decision
• Transform with AI & Automation - We continuously improve how work gets done through innovation
• Drive Performance Through Our People - We invest in learning, growth, and putting the right people in the right roles
• Execute on the Fundamentals - We lead with discipline, consistency, and attention to detail

Knowledge and Experience

We’re looking for strong leadership potential and a growth mindset.

• Experience leading, coaching, or developing teams in financial services, sales, or a related environment
• Demonstrated ability to build trust, develop talent, and improve team performance
• Exposure to retirement, investment, or wealth management solutions, with interest in continuing to deepen expertise
• Comfort operating in a regulated or fiduciary environment, or willingness to grow into this responsibility
• Ability to translate business strategy into clear priorities and actionable coaching
• A genuine passion for developing people and helping others succeed
• A proactive, improvement‑oriented mindset - you look for ways to make things better

Licensing and Credentials

• FINRA licenses (SIE, Series 7, 66 or 63/65 and Series 9/10 and/or Series 24)
• Voya supports leaders in obtaining, maintaining, or expanding required licenses as part of ongoing development

Education

• A bachelor's degree is strongly preferred however; an appropriate amount of relevant experience may be considered in lieu of a bachelor's degree.
• Advanced degrees or designations (MBA, CFP, CFA, CRPC) are a plus, but not required

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.

$150,000 - $175,000 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 about Critical 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.

Misuse of Voya's name in fraud schemes