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 – Brokerage Services

Account Manager

• Manages all aspects of Large Market Tax Exempt/401k sponsored plans
• Maintain and enhance relationships with existing clients
• Help to contribute to increased profitability
• Serves as primary customer contact for specific sponsored plans
• Resolves service and communication issues through direct contact with sponsors, field partners and internal functional units (money in, money out, technical services)
• Participates in relationship management with plan sponsors, financial advisors & consultants and TPA's
• Contributes to product development and process improvement efforts
• Directly resolves complex service and communications issues with customers
• Identifies and assists field partners with plan retention opportunities
• Attend benefit fairs, Quarterly, Semi-Annual or Annual plan reviews as required

Client Relationship Manager – Tax Exempt

• Manages all aspects of specific sponsored plans, maintain and enhance relationships with existing clients, and help to contribute to increased profitability.
• Ensures seamless day-to-day operations and timely delivery of periodic processing events
• Applies operational best practices to ensure that plan runs efficiently and according to specific client needs
• Enriches service delivery, manages risk, improves efficiency and quality
• Liaison between internal/external groups who support the operation of clients plan
• Actively participates in sponsor calls and meetings
• Support sales opportunity which involves onsite sales presentation

Client Relationship Manager – Corporate

Technical Recruiter

• Partner with hiring managers and HR Business Partners to understand IT staffing needs and develop effective recruiting strategies.
• Design and execute sourcing strategies leveraging Boolean search strings, Google X-Ray techniques, and LinkedIn Recruiter to identify passive and niche talent.
• Conduct candidate market research and talent mapping to analyze competitor hiring trends, emerging skill sets, and geographic talent availability.
• Source and attract top IT talent using a variety of channels including LinkedIn, job boards, networking, referrals, and specialized communities.
• Manage full-cycle recruitment: posting jobs, screening resumes, conducting interviews, coordinating feedback, and facilitating offers.
• Build and maintain a pipeline of qualified candidates for current and future IT openings.
• Ensure a positive candidate experience throughout the recruitment process.
• Maintain accurate and timely documentation in Voya’s applicant tracking system (Workday).
• Collaborate with external staffing agencies when needed, ensuring alignment with Voya’s vendor policies.
• Stay current on industry trends, emerging technologies, and best practices in IT recruiting.

Operations Manager – Brokerage Services

Client Relationship Manager – Tax Exempt

Client Relationship Manager – Corporate

Technology Recruiter