Business Transformation Lead, Wealth Management

Voya Financial • Boston, MA

3d • Hybrid

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 – Apply Now The Business Transformation Lead is a hands-on execution leader responsible for supporting and delivering cross-functional transformation initiatives within Wealth Operations and adjacent operational functions. This role focuses on disciplined execution, coordination across stakeholders, and driving measurable outcomes across a defined portfolio of initiatives. Prior expertise in Wealth Management, licensing, regulatory oversight, or operations is not required. Success in this role requires strong execution skills, the ability to learn new domains quickly, and the capability to partner effectively with subject matter experts in regulated and risk-aware environments.

Requirements

• 8–12+ years of experience supporting or leading transformation, change, or execution initiatives in complex organizations.
• Demonstrated experience delivering components of large-scale initiatives or managing multiple workstreams end to end.
• Proven ability to manage competing priorities and interdependencies across multiple stakeholders.
• Strong communication and collaboration skills with the ability to influence across functions without direct authority.
• Experience working in environments with regulatory, risk, or control considerations preferred.
• Ability to rapidly learn new business domains and translate direction into clear execution plans and outcomes.

Nice To Haves

• Prior experience with project management tool like Asana, Jira, etc. is preferred.
• Knowledge and experience in utilizing AI tools to build requirements, project outputs, etc. is preferred.

Responsibilities

• Support the end-to-end execution of transformation initiatives from intake through implementation, stabilization, and optimization.
• Manage day-to-day delivery activities across multiple concurrent initiatives with varying scope, complexity, and timelines.
• Apply established execution and change methodologies to ensure consistency, progress tracking, and disciplined delivery.
• Coordinate cross-functional stakeholders across Operations, Compliance, Legal, Technology, and external partners to drive alignment and execution.
• Prepare materials to support decision-making, including issue analysis, trade-offs, timelines, and risk considerations.
• Identify execution risks, dependencies, and constraints; escalate issues appropriately with clear options and recommendations.
• Help ensure initiatives are implemented with appropriate attention to operational stability, controls, and evolving business priorities.

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
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees