Manager, Wealth Management

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

Benefits offered by this job

Health insurance

Dental plan

Vision plan

Life insurance

401(k) matching

Tuition reimbursement

Paid time off

Volunteer time

Job summary

Voya Financial’s Boston-based Wealth Management team seeks a dynamic leader to coach and develop advisors, driving fiduciary compliance and client outcomes. You will partner with advisors to deepen expertise, pursue licenses, and grow asset retention through strategic coaching and accountability.

In this role, you’ll operate with a business-owner mindset, contribute to strategic initiatives, and ensure strong oversight of processes and documentation in a regulated environment.

Qualifications

• 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.

Responsibilities

• 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
• 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
• 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

Job description

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.

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

• 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; 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 life. 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

Critical Skills

• 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.

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