VP, Senior Regional Director - Intermediary

Voya Financial, Inc.; Washington; Hybrid; USD 100,000 - 115,000; Full time

Benefits offered by this job

Health, dental, vision & lifeinsurance

401(k) with company match

Tuition reimbursement

Paid time off

Job summary

Voya Financial, Inc. is seeking a senior regional director to lead asset-raising in the Washington and Oregon Intermediary channel. You will manage territory sales, build advisory relationships, and collaborate with internal wholesalers to drive revenue.

The ideal candidate has 8+ years in wholesaling mutual funds, SMAs, ETFs, and alternatives, with Series 7/66 licenses, and resides in the territory. Expect travel and a strong performance culture.

Qualifications

• Proven consultative sales professional with 8+ years of success wholesaling mutual funds, SMAs, ETFs, model portfolios, and alt investments.
• Series 7, 66 licenses required.
• Candidate must reside in territory and be willing to travel in WA/OR.

Responsibilities

• Manage territory sales and run rate revenue in WA/OR.
• Build and deepen relationships with advisors across channels.
• Coordinate with internal wholesalers to drive opportunities.
• Travel, including overnights, as required.
• Conduct 20+ in-person or virtual appointments per week.

Skills

Consultative sales

Relationship building

Intermediary channel

Territory planning

Presentation skills

Tools

CRM systems

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? 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 Washington and Oregon Region. It is preferred that this candidate will have deep experience selling to Wirehouse, Regional, Independent Broker Dealers, and RIAs. This candidate will be responsible for territory sales, run rate revenue, positive net cash flow, building new relationships and managing and deepening 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 Washington and Oregon 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 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 alternative specialist, DCIO, Workplace Solutions and NQDC to drive synergies and enhance firm enterprise value. Travel required, including overnight stays, where applicable.

Minimum of 20 appointments per week in the field conducting one-on-one meetings, presentations and attending conferences; virtual meetings are permitted when requested.

Minimum Knowledge and Experience

Proven consultative sales professional with 8+ years of success wholesaling mutual funds, SMAs, ETFs, model portfolios, and private and public alternative investments, delivering strong results across assigned territories. Proven ability to grow a territory as measured by sales and persistency of business over multiple years. Develop and maintain strong relationships across all channels. Strong organizational skills, technical expertise in mutual funds, SMAs, ETFs, model portfolios, and alternative investments, extensive capital markets knowledge, a keen understanding of the competitive landscape, and a demonstrated 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 across the intermediary line of business and with other areas within the organization including Workplace Solutions and NQDC businesses to deliver enterprise value. Thorough knowledge of sales and marketing principles practices as well as having a strong knowledge of the capital markets. Series 7, 66 licenses required. Candidate must reside in territory. #LI-BMS

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 Learn more about Voya benefits (download PDF)

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 Voya Financial, Inc., is a leading retirement, employee benefits and investment management company. Voya’s services and solutions help clear the path to financial confidence and a more fulfilling life for individual, workplace and institutional clients, supporting more than 18 million customer relationships. Certified as a “Great Place to Work” by the Great Place to Work® Institute, Voya fosters a culture that values customer centricity, integrity, accountability, agility and inclusivity. Together with customers and partners, Voya employees fight for everyone's opportunity for a better financial future. For more information visit https://www.voya.com/ Voya’s values serve as our compass, bringing together our culture, performance, brand, vision, strategy and corporate responsibility activities. Our values guide our decision-making and behaviors allowing us to deliver worth to our customers, distribution partners, shareholders and each other. With a lens on balance, health & welfare, our work environment offers flexibility. The majority of our roles have adopted a hybrid schedule — working some days in the office and some days remotely, providing flexibility for work-life balance and still allowing the benefit of in-person collaboration. Some functions will continue to be 100% on-site and others may be fully remote, depending on business needs. We care We do the right thing We have customer passion We have a winning spirit We are the We Certified by the Great Place to Work® Institute as a Great Place to Work® for the 10th consecutive year, Voya is equally committed to conducting business in a way that is socially, environmentally, economically and ethically responsible. Voya’s culture is proudly recognized by multiple organizations. See a full listing of our awards and recognition.