Voya Financial

Account Manager

• Fully responsible within Tax‐Exempt Markets (TEM) for the relationship management engagement with large plan sponsors (in excess of $100 million in AUM/AUA), primarily in the Western United States.
• Responsible for developing and executing initiatives intended to meet plan retention and growth goals.
• Day to day activities include, but are not limited to the following: Develop and executive business plan and strategy for strengthening, growing and retaining large client relationships in the Government, Healthcare and Public Higher Education market.
• Enhance existing client relationships, including promoting the sale of products and cross-selling initiatives to targeted plan sponsors and to develop trust-based relationships with multiple levels within client organization.
• Proactively contact clients to provide advice, planning and support outside of day-to-day and “standard” recordkeeping needs.
• Initiate activity that aligns with revenue and profitability targets within TEM organization.
• Understand drivers and develop action plan, as appropriate, to ensure client satisfaction.
• Coordinate all resources and other relationship touch points when situation calls for cross organization collaboration involving sales, marketing, investments, customer service and operations teams.
• Lead finals presentations, client meetings, requests for proposals and where needed.
• Build and maintain relationships with third party consultants and advisors.
• Other duties as assigned.

Strategic Relationship Manager

Financial Planning and Analysis

• Responsible for management and coordination of Enterprise FP&A functions, projects, and processes.
• Manages the development and distribution of rolling forecast and target setting timeline, materials and communications.
• Will be responsible for the creation of presentation templates to be used during the rolling forecast, target setting, and other planning activities.
• Will work with Business Unit finance teams to facilitate consistency in tables, illustrations, and metrics.
• Manages creation of presentations for Board and Senior Level leadership; responsible for determining appropriate level of summarization for balance of simplification and depth.
• Works with Business Unit leadership and Strategy teams to compile competitive intelligence and best practices including market benchmarking, analysis of returns, and business drivers.
• Creates hypothesis and recommendations on how to achieve higher returns.
• Develops high level modeling and analysis in support of enterprise level projections.
• Manages and coordinates the input and output of assumptions to ensure outcomes consistent with goals.
• Other duties and projects as assigned.

Finance Manager – Enterprise FP&A

Director

• Develop and execute an enterprise-wide learning and development strategy aligned with organizational goals, embedding cultural behaviors such as curiosity, adaptability, and shared accountability.
• Design and implement innovative learning programs that integrate modern technologies (e.g., AI-driven platforms, immersive simulations, microlearning) to create personalized, inclusive, and scalable experiences.
• Lead leadership development initiatives that prepare emerging and senior leaders to navigate complexity with agility, foster collaboration across global teams, and champion inclusive decision-making.
• Conduct enterprise skill-gap analyses to identify critical capabilities for the future and create targeted pathways that encourage ownership and continuous growth.
• Champion a culture of learning by introducing flexible, on-demand solutions and inspiring employees to take accountability for their career development.
• Evaluate program effectiveness using advanced analytics and feedback loops, ensuring insights drive innovation and measurable impact.
• Collaborate with senior leaders and HR partners to embed learning into talent processes such as succession planning, performance management, and career progression—reinforcing behaviors that build trust and inclusion.
• Build strategic partnerships with external experts and technology providers to bring best-in-class practices and emerging trends into the organization.
• Provide coaching and mentoring to high-potential talent, accelerating readiness for critical roles while modeling growth-oriented behaviors.
• Manage resources effectively, prioritizing investments that deliver impact and reflect organizational values of transparency and accountability.
• Lead and inspire a team of learning professionals, fostering innovation, collaboration, and professional growth within the function.

Director, Talent & Learning Development

• Contributes to financial close cycles, including preparation of journal entries, account reconciliations and preparation of information needed for GAAP and Statutory reporting requirements.
• Analyzes results of studies, reports, analyses.
• Prepares complex reports/analyses including analysis on balance sheets, income statements, annual/quarterly reports.
• Researches and prepares financial reports.
• Conducts special studies to analyze complex financial actions.
• Assists other analysts, consultants and managers with complex analysis.
• Completes audit processes in conjunction with both internal and external auditors.
• Establishes, modifies, documents, and implements accounting methods and control procedures.
• Shares technical expertise with others.
• Recommends process improvements.
• Provides functional advice or training to less experienced financial analyst’s jobs.
• Delivers succinct and clear summarizations of analysis tailored to the needs of different customers.
• Able to manage multiple, often competing priorities.

Senior FP&A Analyst

Vice President

• Responsible for distribution strategies as they pertain to both Corporate Markets and Tax-Exempt markets.
• Management of the consultant relationship management, TPA Relationship team, and RFP team, as well as driving growth strategies with key intermediaries.
• Manages day-to-day activities Consultant Relations, TPA, Broker Dealer, Advisor Concierge Support and Intermediary Reporting teams.
• Identify key retirement distribution partners to negotiate with and develop business plans aimed at growing opportunity volumes and increasing close rates and sales success across all intermediary channels.
• Develop, maintain and distribute executive level reporting on opportunities, advance rates and win rates across all intermediary channels.
• Assess metrics and embody ownership of driving thought leadership opportunities, product development and partner on sales strategies to drive further new business success in Voya’s Retirement business division.
• Collaborate closely with relationship management staff to develop and implement strategy initiatives aimed at client retention.
• Oversight of consultant questionnaires aimed at driving quality, product enhancements and attainment of final placements in support of related sales activity.
• Improve overall relations with the consultant/intermediary community to drive and influence new business opportunities.
• Work closely with Sales and Service business leaders to integrate growth strategies into meetings with key distributors.

VP, Strategic Intermediary Relations

• Develop and execute the Workplace strategy within Partnerships
• Lead the Partnerships team by owning end-to-end partnership relationships and driving the performance and growth of new and existing partners
• Identify, onboard, and manage a selective group of Workplace and technology partners that resonate with Voya’s mission.
• Utilize market research to uncover emerging trends and unmet consumer needs, prioritizing partnerships with the highest revenue growth potential.
• Coordinate with cross-functional teams, including product, distribution, broker relations, fund management, Investment Management, to evaluate and select potential partners aligned with Voya's quality standards.
• Implement frameworks for ongoing collaboration and communication between partnership teams and business leaders, fostering joint planning and shared KPIs.
• Develop and establish metrics to track the success of partnerships, focusing on revenue generation, client acquisition costs, and retention rates.
• Generate comprehensive reports detailing the progress and impact of each partnership, providing insights for future strategies.
• Construct and evaluate strategies that deepen relationships with key accounts and intermediaries, promoting new revenue opportunities across Voya’s service lines.
• Drive the development of new capabilities, product offerings, and innovative pricing solutions that enhance Voya’s positioning as a strategic partner.
• Build effective relationships with senior executives at key accounts, engaging Voya’s executive team to ensure alignment with client needs and expectations.
• Facilitate a governance model that encourages regular dialogue about performance and customer feedback to refine strategic approaches.
• Monitor industry trends and competitive offerings, integrating findings into Voya’s planning processes to support differentiation in the marketplace.
• Develop processes to continuously refresh understanding of customer needs and industry dynamics.

SVP, Partnerships, Workplace Solutions

Chief of Staff

• Serve as a strategic partner to the executive team, driving key initiatives and ensuring alignment with organizational goals within the retirement sector.
• Lead cross-functional projects, facilitate communication between departments, and monitor progress toward objectives.
• Analyze business data and industry trends to provide actionable recommendations that support decision-making and business growth.
• Oversee budgeting, fiscal management, and resource allocation for retirement-related projects and operations.
• Prepare executive-level reports, presentations, and communications for both internal and external stakeholders.
• Maintain high standards of confidentiality and integrity in all interactions and data handling.
• Support the execution of organizational priorities and manage special projects as assigned by executive leadership.
• Stay informed of evolving retirement regulations, industry developments, and emerging technologies.
• Proven track record of setting organizational strategy and driving strategic initiatives to achieve business objectives.

VP, Chief of Staff – Retirement

Risk

• Maintain and enhance a robust ERM strategy aligned with the organization’s risk appetite and strategic goals.
• Manage risk programs spanning financial and non-financial risk disciplines across our business lines.
• Conduct comprehensive risk assessments across all business lines, including employee benefits, retirement, retail wealth management, and investment management.
• Maintain and enhance the ERM framework, including policies, procedures, and tools to identify, measure, monitor, and report risks.
• Ensure compliance with applicable laws, regulations, and industry standards.
• Establish effective risk reporting mechanisms.
• Prepare and present risk management reports to senior leadership and the Board, highlighting key risks, mitigation strategies, and overall exposure.
• Partner with business units and line-of-business chief risk officers to promote a risk-aware culture and integrate risk considerations into business decisions.
• Develop and maintain crisis management and business continuity plans to minimize operational disruptions.
• Design and deliver comprehensive training programs to educate employees on risk management practices and foster a culture of risk awareness.

VP, Enterprise Risk Management

Account Executive

• Retains clients, maintains sustainable relationships, and understands our suite of solutions to expand services by demonstrating a thorough understanding of client needs.
• Drives renewals and executes end to end expansion sales within customer base.
• Pursues and develops new opportunities, and expansion opportunities at assigned accounts.
• In partnership with the client, creates an account plan that reflects strategic client business objectives.
• Identifies key success measures for solutions within account and then manages to the plan.
• Demonstrates strong upselling aptitude to secure product adoption, renegotiate KPIs, and secure incremental budgets that align with client objectives and drive client growth.
• Collaborates with all internal teams, external vendors and other key partners to achieve program results and ensure client satisfaction.
• Stays abreast of industry and technology trends.
• Educates and advocates for clients on the basis of these trends.
• Serves as a strategic partner/trusted advisor, understanding client needs and dynamics to identify how client business goals can be met and exceeded, and showcasing creative thinking to establish long-term client trust.
• Prioritizes client engagement with an emphasis on maximizing revenue growth and efficiency, uncovering high potential opportunity, and implementing client retention strategies to minimize churn.
• Deploy sound proposal management and optimization strategies across client portfolio at scale; proactively identify ways to communicate new features and growth opportunities, while setting proper expectations and meeting deadlines.
• Develops collaborative relationships with internal teams and displays comfort in leading problem-solving discussions that add value to client relationships, solve challenges, and achieve company goals.
• Ensures client satisfaction and continuously monitors ongoing client satisfaction.

Senior Client Executive

Strategy

• Provide strategic and program management leadership and support for key Retail Wealth Management initiatives and help to define ongoing growth priorities within the business.
• Support the Head of Business Development to define and execute on high-impact growth and efficiency initiatives across the Retail Wealth Management business.
• Work dynamically across the broader organization to optimize for engagement and mutually beneficial outcomes with other Voya business units.

Strategic Initiatives Lead, Wealth Management

Consultant

• The Plan Document Consultant is responsible for the installation and ongoing plan document support of sponsors that meet the criteria for Voya’s plan document services.
• Responsibilities will include plan design consultations, plan design reviews, drafting plan documents aligned with OMNI platform capabilities, and ensuring a seamless transition from Plan Design to Implementation for onboarding clients.
• Prepare and maintain all Plan Documents for startup, spinoff, and conversion retirement Plans, including Plan Amendments, Restatements, Summary Plan Descriptions, and all supporting documents.
• Collaborate with Plan Sponsors and Advisors to create optimal defined contribution plan designs, addressing queries, and ensuring a clear understanding of chosen plan specifications.
• Aid in pre-sales reviews of plan documentation to assist the sales and client services departments to evaluate potential business.
• Conduct legal research related to guidance provided by the DOL and IRS, ERISA regulations, applicable legislative and judicial updates as well as state and federal regulations.

Document Consultant

Manager

• Manages all aspects of Corporate Mid-Market plans, maintain and enhance relationships with existing clients, and help to contribute to increased profitability.
• Typically works on the larger and/or more complex plans/customers.
• Services as primary customer contact for specific sponsored plans;
• Handles more complex and sensitive cases
• Resolves service and communication issues through direct contact with sponsors, other customers and internal functional units (money in, money out, technical services)
• Participates in relationship management with plan sponsors and customers.
• Collaborates with sales, record keeping and operations staff to ensure plan alignment
• Contributes to product development and process improvement efforts; promotes all feasible products, services and automation based on client assets
• Directly resolves complex service and communications issues with customers; manages highly sensitive and key at risk clients
• Identifies and assists with plan retention opportunities, sponsors, distribution and TPAs.
• Supports supervisor in training and mentoring to new employees
• Other duties as assigned

Senior Plan Manager – Corporate Mid-Market

• Conduct quantitative and qualitative risk assessments across portfolios, investment strategies, and client accounts.
• Monitor market, credit, liquidity, and operational risks impacting wealth management activities.
• Develop and maintain risk dashboards, metrics, and reporting tools for senior management.
• Enhance risk management frameworks, policies, and procedures tailored to wealth management services.
• Recommend improvements to risk governance structures and escalation protocols.
• Partner with advisors, and business teams to evaluate risk exposures in investment strategies.
• Provide risk insights to support decision-making in client portfolio construction and product development.
• Act as a subject matter expert on risk issues for cross-functional teams.
• Prepare detailed risk reports for senior leadership, risk committees, and board presentations.
• Communicate complex risk concepts clearly to both technical and non-technical stakeholders.
• Support other Risk work as assigned.

Senior Analyst, Risk Management

• Typically have 2-4 Large Corporate Market clients
• Ensure best practices used across clients.
• Back up structure for client coverage
• 2nd level of client day/day contact
• Responsible for monthly client reporting
• Internal/External Audit support
• Problem resolution
• Participates in regularly scheduled client calls and on demand meetings.
• Available to participate in service reviews.

Client Relationship Consultant – Large Corporate Market

• Responsible for the installation and ongoing plan document support of sponsors that meet the criteria for Voya’s plan document services.
• Plays a pivotal role in supporting our Sales and Client Transition Management teams.
• Responsibilities include plan design consultations, plan design reviews, drafting plan documents aligned with OMNI platform capabilities, and ensuring a seamless transition from Plan Design to Implementation for onboarding clients.
• Successfully manage the plan document restatements from start to finish.
• Collaborate with Plan Sponsors and Advisors to create optimal defined contribution plan designs, addressing queries, and ensuring a clear understanding of chosen plan specifications.
• Provide consultative support to internal partners, reviewed complex and unique requests with subject matter experts from legal, product, and operational support teams to confirm internal operating procedures and leverage findings to draft plan documents and amendments that align with record keeping capabilities.