Director, Strategy and Transformation - Wealth Management

Voya Financial • New York, NY

3d • Hybrid

About The Position

This role is built for a high-performing consultant ready to move beyond recommendations and take on direct ownership of growth and value creation. As Director, Strategy & Transformation, you will partner with senior leadership to identify the biggest opportunities in the Wealth Management business—and then lead the execution required to capture them. The ideal candidate brings a strong foundation in management consulting combined with a practical understanding of the wealth management industry. You will focus on the initiatives that matter most: accelerating client growth, improving economics, and scaling a new self-service channel. You will combine strategic vision, customer-centric thinking, and technical acumen to translate business objectives into actionable roadmaps. Success in this role is defined not just by ideation but also by driving measurable business impact.

Requirements

• Bachelor’s degree required
• 8-10 years of total work experience
• 3-5 years at a top-tier management consulting firm with a track record of leading teams and delivering measurable client impact
• Experience in wealth or asset management, or relevant adjacent sectors
• Strong ownership mindset – you take responsibility for outcomes, not just analysis
• Ability to simplify complex problems and focus teams on what matters most

Nice To Haves

• MBA or related advanced degree preferred
• Familiarity with digital marketing, customer acquisition, and retention strategies in Wealth Management is a plus
• Strong problem-solving, analytical, and structured thinking skills
• Excellent communication and presentation skills with executive-level polish
• Comfortable operating in a dynamic, fast-paced environment with evolving priorities
• Collaborative and proactive, with the ability to work independently and drive initiatives forward
• Skilled in synthesizing insights from complex data and crafting concise, actionable recommendations
• Passion for continuous learning and a desire to drive meaningful impact

Responsibilities

• Identify and Capture Value Creation Opportunities
• Lead and be accountable for a set of initiatives targeting key drivers of enterprise value
• Work closely with senior leadership to pinpoint the highest-impact opportunities to drive outsized revenue and earnings growth in Voya’s Wealth Management business
• Prioritize initiatives based on value potential and feasibility
• Develop practical, results-oriented plans to capture value quickly
• Lead Execution of Critical Initiatives
• Take end-to-end ownership of cross-functional initiatives to drive new client acquisition and improved retention
• Act as a connector across teams, aligning stakeholders around shared goals
• Remove barriers, solve problems, and ensure momentum on the highest priority initiatives
• Partner with Finance to ensure value is realized and reflected in results
• Deliver Measurable Results
• Ensure value is realized and sustained
• Define success metrics upfront and track performance rigorously against clear financial and operational targets
• Use data to continuously refine initiatives and improve outcomes
• Hold teams (and yourself) accountable for delivering impact
• Provide Leadership and Influence
• Bring a strong point of view and drive decisions in ambiguous situations
• Develop clear, practical business cases for investments and new initiatives
• Provide leadership with actionable insights—not just analysis
• Focus on “what will work” and “how to make it happen”

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: Director