Manager, Wealth Management

Voya Financial, Inc.; Boston (MA); On-site; USD 125,980 - 157,470; Full time

Benefits offered by this job

Health, dental, vision insurance

401(k) with matching contributions

Tuition reimbursement

Paid time off and volunteer time

Job summary

A financial services company in Boston is looking for a Sales Manager to lead a team of financial advisors. This role involves developing advisors, enhancing client relationships, and driving sales performance in a fiduciary-focused environment. The ideal candidate has strong leadership skills, experience in financial services, and a passion for coaching and client success. This opportunity offers a competitive salary and a comprehensive benefits package aimed at enhancing employee well-being.

Qualifications

• Experience leading teams in financial services or sales.
• Demonstrated ability in building trust and developing talent.
• Comfort in a regulated or fiduciary environment.

Responsibilities

• Lead and develop a team of financial advisors.
• Drive asset retention and sales growth.
• Ensure compliance and documentation oversight.

Skills

Leadership potential

Coaching ability

Relationship building

Growth mindset

Education

Bachelor's degree

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.****Apply Now******Profile Summary**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*** Bachelor’s degree required* Advanced degrees or designations (MBA, CFP, CFA, CRPC) are a plus, but not required#LI-MG1****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.$125,980 - $157,470 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*****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*****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