BDMF Operations Specialist

Voya Financial • Boston, MA

25d • Remote

About The Position

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action. We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision. Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage – Profile Summary: Serve as a business readiness, process, and policy subject matter expert (SME) for the Voya Financial Advisors Brokerage Services organization. Profile Description: Closely align with the broker/dealers clearing relationship to manage and communicate functions and modifications. Serve as a content owner related to process and policy documentation; including Brokerage Services owned Written Supervisory Procedures. Serve as a point of contact for internal and external business partners surrounding existing policies and procedures. Manage the update and removal of reference material, forms, and other documents presented to the public, financial professionals, and internally. Other duties as assigned.

Requirements

• Significant business experience in financial services, ideally broker/dealer operations.
• Strong written and verbal communications skills with ability to influence and direct peers and business partners.
• Ability to identify opportunities to enhance operational platforms and systems.
• Technical aptitude and ability to learn how systems work/integrate with one another in order to identify opportunities to streamline processes.
• Strong organization and execution skills while being involved in multiple initiatives.
• Demonstrated analytical skills.
• Knowledge and understanding of Microsoft Suite; including Excel and PowerPoint.
• Ability to independently work in a remote environment while hitting short- and long-term initiatives.
• Bachelor’s degree or higher
• FINRA series 6 or 7 preferred or a willingness to obtain upon hire.

Nice To Haves

• MS Access a plus.
• Prior knowledge and experience with Netx360, Salesforce, Docupace, and Envestnet preferred.

Responsibilities

• Serve as a business readiness, process, and policy subject matter expert (SME) for the Voya Financial Advisors Brokerage Services organization.
• Closely align with the broker/dealers clearing relationship to manage and communicate functions and modifications.
• Serve as a content owner related to process and policy documentation; including Brokerage Services owned Written Supervisory Procedures.
• Serve as a point of contact for internal and external business partners surrounding existing policies and procedures.
• Manage the update and removal of reference material, forms, and other documents presented to the public, financial professionals, and internally.
• Other duties as assigned.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level