Voya Financial

Operations

• Lead and manage the trading desk, overseeing all trade execution and monitoring activities for retail and advisory accounts.
• Ensure compliance with regulatory requirements (FINRA, SEC, SROs) and internal Written Supervisory Procedures (WSPs).
• Supervise daily reconciliation, accounting, and documentation processes, ensuring accuracy and timely completion.
• Manage escalations and resolve complex trading issues, serving as the primary point of contact for advanced inquiries.
• Coordinate with transfer agents, custodians, and internal departments (Principal Review, Brokerage Operations, New Accounts, Money Desk) to facilitate large-dollar and high-volume trades.
• Develop, implement, and refine desk procedures and workflows to enhance efficiency and risk management.
• Lead, mentor, and train Trader and Senior Trader staff; oversee onboarding and professional development.
• Analyze trading activity and provide strategic input to senior management regarding process improvements and regulatory changes.
• Maintain expert knowledge of trading platforms, particularly Pershing NetX360 and Orion Eclipse, and ensure team proficiency.
• Perform best execution review for trade activity and report results to leadership.

Operations Manager

Claims Specialist

• Analyze and determine claim payments in an accurate and timely manner.
• Claim decisions on non-complex disability claims.
• Communicate clearly and professionally via phone and email.
• Build and maintain strong relationships with internal and external stakeholders.
• Participate in team-based problem-solving and continuous improvement initiatives.
• Manage assigned work queues within defined service level agreements (SLAs).
• Support additional projects and responsibilities as needed.

Leave & Disability Claims Analyst

Artificial Intelligence

• Support a variety of strategic initiatives across the organization, including:
• Assisting with change management and transformation efforts, including reporting, documentation, and coordination of initiatives
• Supporting AI‑enabled and technology‑driven projects that enhance business processes and decision‑making
• Partnering with stakeholders across teams to help gather inputs, track progress, and support communication efforts
• Contributing to reporting and analysis used by leadership to monitor progress and outcomes
• Gaining exposure to global collaboration, with potential interaction with international teams
• Supporting additional projects and priorities as business needs evolve

AI Technology Intern – Part-Time

• Provide project management and leadership support for critical initiatives across the organization.
• The intern will work both independently and collaboratively to support the planning and execution of complex, strategic projects, helping ensure consistent and successful delivery.
• Responsibilities include: Assisting with project coordination
• Tracking progress, and communicating project status updates to stakeholders.
• Proactively partner with business teams to help gather requirements, understand roadmaps
• Identify potential risks, and support problem‑solving efforts.
• Leverage established governance processes and contribute to various initiatives related to risk management.

Enterprise Global Shared Services Operations Intern

Auditor

• Proactively work with business partners to reflect business changes in SOX controls.
• Partner with business clients to improve Sarbanes-Oxley (SOX) / Model Audit Rule (MAR) control environment.
• Provides assistance for the external auditors as needed related to SOX/MAR testing and review.
• Special projects as needed to support Management and Company initiatives.
• Executes the Test of Design and Test of Effectiveness of in-scope business processes (as defined within the Business Unit (BU) Narratives, Control Analysis and Data Flowcharts).
• Independently conduct Walkthrough meetings with Business Customers of SOX/MAR Business Processes.
• Creates test scripts based on information obtained within the BU Flowcharts/Narratives, Control Analysis, and Walkthrough Meetings.
• Completes control testing by collecting, analyzing, interpreting and verifying information.
• Documents the procedures used in each SOX/MAR testing assignment and fully prepare detailed electronic work papers to include: tested control, detailed issues, evidence, and associated risk.
• Develops and maintains automated support work paper files to facilitate a thorough and efficient SOX audit process.
• Communicates the results of SOX reviews and tasks as designated to include: SOX Management Testing; Business Owned Application (BOA) and Information Produced by the Entity (IPE) review; and Controls Optimization/Rationalization review.
• Performs follow up of outstanding issues to ensure timely implementation of remediation plans and ensure proper resolution.

Senior SOX Financial Controls Auditor, Financial Services

Program Manager

• Primary point of accountability to business partners and other parties for project planning, day-to-day execution, management, implementation, readiness, and reporting of large and significant projects or medium to large programs (typically up to $15M) where scope is subject to change, contains high complexity, and high degree of risk, large number of resources, and complex organizational change issues that support moderate to complex business unit or corporate goals.
• May be responsible to provide management and oversight for a business or IT portfolio.
• In every case, project/program objectives address complex business goals. The projects/programs will span multiple IT and/or business areas.
• Accountable to manage and monitor project tasks and controls during portfolio planning, project planning, and delivery activities to ensure on-time and quality outcomes are met within scope and budget.
• Work with a high degree of autonomy and apply expert/leading project and program management knowledge, skills, tools, and techniques to project deliverables, processes, communications, presentations to meet or exceed stakeholder needs and expectations.
• Understand, apply, promote, and contribute to Voya delivery methodologies, standards, and tools.
• Hands-on and results driven leader with a proven ability to work collaboratively and effectively across organizations and cross functional teams.
• Innovative leader with the ability to question status quo, influence change and provide forward thinking.
• Accountable to business sponsor(s) and management to drive delivery of quality solutions tied to clearly understood business problem(s) and benefit(s).
• Deliver project/program objectives on-time, with quality, within scope and budget to meet or exceed stakeholder needs and expectations.
• Proactively identifies, communicates and manages a holistic view of project/program milestones including dependencies and impacts across projects/programs/portfolio.
• Promote early awareness, communication, transparency and mitigation planning of critical dependencies, risks and issues within project.
• Anticipate and head off problems that can jeopardize delivery, budget, customer readiness, and customer acceptance.
• Remove barriers to enable project team to complete objectives no matter how difficult.
• Partners with Finance to support and provide insight to leadership on project/program financials and forecast; understands what is driving the costs and what is needed to achieve desired outcomes.
• Establish strong working relationship and trust with senior leadership; comfortably share perspective and insights.
• Establish recognition as a trusted advisor / leader with project team, customers, and stakeholders at all levels of the organization across the enterprise (business and Technology).
• Provide input into business strategies and direction that determine and shape projects.
• Manages to business outcomes to ensure customer expectations are met and program goals are achieved; Effectively negotiate priorities and solutions.
• Drive lessons learned and knowledge retention for future use.
• Understand, apply, promote, and contribute to Voya delivery methodologies, standards, and tools.
• Identify and champion opportunities to reduce cost and improve efficiency while delivering on all commitments.
• Proactively coach and mentor members of the PM community across the enterprise.
• Manage vendor relationships as required.

AVP, Program Management

Director

• Lead and drive programs and projects and directly manage project management staff
• Provide management, oversight and planning in support of strategic portfolio (up to $25M)
• Responsible for change management leadership and adoption of multiple delivery methodologies
• Partner with business and technology to drive strategic efforts and initiatives
• Responsible for performance management, strategic goal setting, promoting training journeys and growing skills and talent.
• Have resource management responsibilities for a team of managers and/or program/project managers.
• Act as a trusted advisor / leader with team, customers, and stakeholders at all levels of the organization; solid executive presence.
• Conduct performance management reviews and nurture talent within the team including individuals and managers; providing opportunities for skill development, career advancement and succession planning.

Director, EPMO Portfolio Lead

• Proactively work with business partners to reflect business changes in SOX controls.
• Partner with business clients to improve Sarbanes-Oxley (SOX) / Model Audit Rule (MAR) control environment.
• Provides assistance for the external auditors as needed related to SOX/MAR testing and review.
• Executes the Test of Design and Test of Effectiveness of in-scope business processes.
• Independently conduct Walkthrough meetings with Business Customers of SOX/MAR Business Processes.
• Creates test scripts based on information obtained within the BU Flowcharts/Narratives, Control Analysis, and Walkthrough Meetings.
• Completes control testing by collecting, analyzing, interpreting and verifying information.
• Documents the procedures used in each SOX/MAR testing assignment and fully prepare detailed electronic work papers.

Senior SOX Auditor, Financial Services

• Proactively work with business partners to reflect business changes in SOX controls.
• Partner with business clients to improve Sarbanes-Oxley (SOX) / Model Audit Rule (MAR) control environment.
• Provides assistance for the external auditors as needed related to SOX/MAR testing and review.
• Special projects as needed to support Management and Company initiatives.
• Executes the Test of Design and Test of Effectiveness of in-scope business processes (as defined within the Business Unit (BU) Narratives, Control Analysis and Data Flowcharts.)
• Independently conduct Walkthrough meetings with Business Customers of SOX/MAR Business Processes.
• Creates test scripts based on information obtained within the BU Flowcharts/Narratives, Control Analysis, and Walkthrough Meetings.
• Completes control testing by collecting, analyzing, interpreting and verifying information.
• Documents the procedures used in each SOX/MAR testing assignment and fully prepare detailed electronic work papers to include: tested control, detailed issues, evidence, and associated risk.
• Develops and maintains automated support work paper files to facilitate a thorough and efficient SOX audit process.
• Communicates the results of SOX reviews and tasks as designated to include: SOX Management Testing; Business Owned Application (BOA) and Information Produced by the Entity (IPE) review; and Controls Optimization/Rationalization review.
• Performs follow up of outstanding issues to ensure timely implementation of remediation plans and ensure proper resolution.

Data Scientist

• Define and execute the data science strategy aligned with the Workplace Solutions technology and business roadmap.
• Drive end‑to‑end execution of analytics and machine learning use cases, from problem definition through deployment and scaling.
• Prioritize use cases based on speed‑to‑value, business impact, and scalability.
• Serve as a trusted advisor to the CTO on data science investments, sequencing, and delivery trade‑offs.
• Partner with peers across Product, Engineering, Data Platforms, Distribution, Operations, and Marketing to co‑own analytics outcomes.
• Lead execution of advanced analytics and select AI‑enabled capabilities, including: – Predictive modeling and decision intelligence – Workflow automation and intelligent document processing – Targeted insights for advisors, intermediaries, and participants.
• Establish clear ownership models, operating rhythms, and delivery accountability across teams.
• Rapidly deliver data science capabilities that support: – Plan sponsor acquisition, retention, and expansion – Lead scoring, propensity modeling, and churn prediction – Cross‑sell and upsell across retirement, wealth, and benefits offerings.
• Improve advisor and intermediary productivity through data‑driven insights, recommendations, and workflow integration.
• Establish an agile, product‑oriented operating model for data science delivery.
• Shorten cycle times from ideation to production through reusable components, shared platforms, and pragmatic governance.
• Create a culture of experimentation with clear success metrics and fast decisions.
• Implement scalable, risk‑aware governance frameworks that support rapid deployment of analytics and machine learning solutions.
• Ensure explainability, fairness, privacy, and security without creating delivery bottlenecks.
• Partner with Risk and Compliance to standardize fast approval paths for repeatable patterns.

Vice President, Workplace Data Science – AI Execution

Analyst

• Guide claimants through their integrated process of leave with empathy and clarity.
• Analyze and determine claim payments in an accurate and timely manner
• Claim decisions on non-complex disability claims
• Communicate clearly and professionally via phone and email
• Build and maintain strong relationships with internal and external stakeholders.
• Participate in team-based problem-solving and continuous improvement initiatives.
• Manage assigned work queues within defined service level agreements (SLAs).
• Support additional projects and responsibilities as needed.

Leave & Disability Claim Analyst

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

• 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.

Operations Manager

Leave & Disability Claims Analyst

AI Technology Intern – Part-Time

Enterprise Global Shared Services Operations Intern

Senior SOX Financial Controls Auditor, Financial Services

AVP, Program Management

Director, EPMO Portfolio Lead

Senior SOX Auditor, Financial Services

Senior SOX Auditor, Financial Services

Vice President, Workplace Data Science – AI Execution

Leave & Disability Claim Analyst

Strategic Relationship Manager

Finance Manager – Enterprise FP&A

Director, Talent & Learning Development

Senior FP&A Analyst