VP Senior Regional Director - Intermediary

Voya Investment Management LLC; Jacksonville (FL); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

Health, dental, vision & life ins.

401(k) with match

Cash balance retirement plan

Tuition reimbursement

Paid time off & holidays

Volunteer time

Job summary

Voya Investment Management LLC seeks a Senior Regional Director to raise assets in the Florida Intermediary channel. You will manage territory relationships with RIAs, wirehouses, and independent channels, travel for in-person meetings, and drive a robust sales pipeline using a consultative approach.

The role requires 8+ years in sales of mutual funds, SMAs, and alternatives, plus Series 7/66 licenses and strong presentation skills. Residence in Florida and independence are essential.

Qualifications

• 8+ years of sales experience wholesaling mutual funds, SMAs and Alternative products in territory.
• Proven consultative selling of Open-End Funds, SMAs, private and public alternative investments.
• Experience growing a territory with sales and persistency over multiple years.
• Experience selling to RIAs in geographic market.
• Strong organizational and technical skills, quick learner.
• Exceptional presentation skills.
• Collaborative team-player with ability to work independently and partner internally with DCIO, Workplace Solutions and NQDC.
• Series 7 and 66 licenses required.
• Candidate must reside in territory.

Responsibilities

• Plan and manage resources to maximize territory sales using data and prioritizing advisors.
• Develop and manage a strong pipeline and log meetings in CRM.
• Budget expenses efficiently.
• Work with Regional Coordinator to drive sales through segmented firms and referrals.
• Partner with DCIO, Workplace Solutions and NQDC to drive enterprise value.
• Travel required, including overnight stays.
• Make 20–25 appointments per week in the field, with virtual meetings as needed.
• Territory is Florida.

Skills

Sales experience

RIA channel experience

Presentation skills

Team player

Organizational skills

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.

Get to Know the Opportunity

The ideal SRD (Senior Regional Director) candidate will be a successful, polished, and highly motivated professional with an established track record of raising assets within the Intermediary channel. The candidate must possess the highest professional standards to represent Voya Investment Management in the Florida Region. It is preferred that this candidate will have deep experience selling to RIAs, as well as Wirehouse and Independent Broker Dealers. This candidate will be responsible for territory sales, positive net cash flow, building new relationships and managing existing relationships with advisors in their geographic market. Sales are driven through segmentation of advisors, a consultative sales approach, meetings, conferences, and training workshops. The successful candidate will be expected to have a demonstrated track record of success, and a set of strong and developed client relationships in the Florida market.

The Contributions You Will Make

• Strategically plan and manage resources to maximize territory sales using industry and firm data, and prioritizing advisors.
• Develop and manage a strong and active pipeline and success record all meeting activity in a timely manner within our CRM.
• Responsible for budgeting expenses efficiently.
• Work in conjunction with a Regional Coordinator (internal wholesaler) to drive sales through geographically distinct, or select segmented firms, to identify and foster leads generated from segmentation, referrals, ad campaigns, and territory canvassing.
• Partner with other lines of business within Voya, such as DCIO, Workplace Solutions and NQDC to drive synergies and enhance firm enterprise value.
• Travel required, including overnight stays, where applicable.
• Minimum of 20-25 appointments per week in the field conducting one on one meetings, presentations and attending conferences; virtual meetings are permitted when requested.
• Territory is Florida.

Minimum Knowledge And Experience

• 8+ years of sales experience wholesaling mutual funds, SMAs and Alternative products in territory.
• Established a successful track-record of consultative selling of Open-End Funds, SMAs, private and public alternative investments.
• Proven ability to grow a territory as measured by sales and persistency of business over multiple years.
• Experience selling to RIAs in geographic market is required.
• Strong organizational and technical skills required, as well as the ability to quickly grasp new concepts.
• Exceptional presentation skills.
• A collaborative team-player with a strong ability to work independently and ability to communicate clearly and concisely. This candidate will partner internally with the DCIO, Workplace Solutions and NQDC businesses to deliver enterprise value.
• Thorough knowledge of sales and marketing principles and practices.
• Series 7, 66 licenses required.
• Candidate must reside in territory.

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.

$100,000 USD base salary plus monthly commissions and annual bonus opportunities

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

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.

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.

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