Voya Financial

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

Account Manager

• 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.

VP, Strategic Intermediary Relations

SVP, Partnerships, Workplace Solutions

VP, Chief of Staff – Retirement

VP, Enterprise Risk Management

Senior Client Executive