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Manager, Wealth Management

Повна зайнятість Робота на місці

Дата публікації: 30.08.2026

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.

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

Requirements

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; FINRA licenses (SIE, Series 7, 66 or 63/65 and Series 9/10 and/or Series 24); A bachelor's degree is strongly preferred; however, an appropriate amount of relevant experience may be considered in lieu of a bachelor's degree.

Nice to have

Advanced degrees or designations (MBA, CFP, CFA, CRPC) are a plus, but not required

Benefits

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; Annual cash incentives, sales incentives, and/or long-term incentives
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