Regional Director – Wealth Management

Voya Financial

. Conduct regularly scheduled meetings and coaching sessions to evaluate advisor business performance and identify opportunities for growth.

Posted 4/22/2026full-timeNew York City • Florida, Iowa, New York, Texas • 🇺🇸 United StatesLead💰 $112,000 - $140,000 per yearWebsite

About the role

Key responsibilities & impact

Conduct regularly scheduled meetings and coaching sessions to evaluate advisor business performance and identify opportunities for growth.
Assist advisors in navigating business challenges, practice management decisions, and succession planning.
Represent the firm’s leadership team to advisors, ensuring that expectations are met and outcomes align with firm priorities.
Provide strategic input and feedback to advisors, helping them refine business models, client engagement strategies, and operational processes.
Serve as a trusted connector between advisors and the Broker-Dealer, ensuring advisors are aware of and able to leverage available resources.
Identify and align appropriate firm specialists, internal teams, and subject matter experts to address advisor needs.
Facilitate collaboration across compliance, marketing, technology, and operations to deliver comprehensive solutions.
Act as an internal advocate for advisors, ensuring their perspectives are considered in firm-wide initiatives and decision-making.
Foster stronger advisor connectivity to the firm through regional events, study groups, and peer-to-peer learning opportunities.
Build and reinforce advisor loyalty by demonstrating consistency, transparency, and accountability in all interactions.
Serve as a strategist for advisors, offering insights on market trends, business growth opportunities, and evolving client needs.
Develop and implement proactive strategies to attract resource usage while increasing satisfaction and productivity.
Continuously measure advisor satisfaction and adapt engagement strategies to maintain high levels of trust and advocacy.

Requirements

What you’ll need

Bachelor’s degree; advanced degree or certifications (CFP, CIMA, etc.) a plus.
5+ years of progressive experience in financial services, advisor relationship management, or practice consulting roles.
Proven ability to manage complex advisor relationships and deliver measurable growth and AUM retention outcomes.
Strong consultative and analytical skills with the ability to diagnose business challenges and recommend solutions.
Exceptional communication and presentation skills; able to influence and build trust with advisors and business owners.
Proficiency in CRM platforms, data analytics tools, and Microsoft Office applications.
Strategic thinker with demonstrated ability to balance firm objectives with advisor needs in a collaborative framework.
High integrity, authenticity, and client-centric mindset with a passion for driving advisor success.
Finra Series 7, 66 or 63 & 65.
Agile and partnership driven mindset is required.

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

advisor relationship managementpractice consultingdata analyticsbusiness model refinementclient engagement strategiesoperational processesstrategic inputbusiness growth opportunitiesAUM retentiondiagnosing business challenges

Soft Skills

consultative skillsanalytical skillscommunication skillspresentation skillsinfluencing skillstrust buildingstrategic thinkingcollaborationintegrityclient-centric mindset

Certifications

Bachelor's degreeCFPCIMAFinra Series 7Finra Series 66Finra Series 63Finra Series 65