Strategic Initiatives Lead, Wealth Management

Voya Financial • Boston, MA

11h • Onsite

About The Position

The Strategic Initiatives Lead will provide strategic and program management leadership and support for key Retail Wealth Management initiatives and help to define ongoing growth priorities within the business. This is an in-office role that will be based in either our Boston or New York office. Primary Responsibilities This role will support the Head of Business Development to define and execute on high-impact growth and efficiency initiatives across the Retail Wealth Management business. This role will work dynamically across the broader organization to optimize for engagement and mutually beneficial outcomes with other Voya business units. This role is well-suited for someone who thrives in a dynamic, high growth environment. You’ll enjoy this position if you’re energized by being part of a hardworking, fun loving, creative, and collaborative team that is dedicated to driving growth and efficiency.

Requirements

• 5+ years’ work experience in financial services organizations.
• Excellent project management skills, top tier consulting experience is a plus.
• Superb work ethic, attention to detail, team orientation, and commitment to excellence.
• Proven track record when working with uncertainty and successfully delivering large, complex, and strategic initiatives (not IT implementations).
• Outstanding collaboration skills and ability to partner and effectively influence across a variety of senior stakeholders.
• Flexibility and the skill to both lead and contribute to teams are musts.
• Exceptional analytical, communication, conceptual thinking, problem-solving capabilities.
• Applicants must have exceptional analytical, communication, conceptual thinking, project management and problem-solving capabilities.
• Ability to thrive in a fast-paced work environment and simultaneously managing several programs using program management best practices.
• Understanding of the retail wealth management and/or asset management industry is a plus.
• Will have a high degree of executive presence and professionalism.
• Will work on a wide array of cross-functional projects across multiple business units.
• Will need to successfully navigate the organization, build strong working relationships with key business stakeholders, and develop a strong professional network.
• Is a quick learner, able to develop an understanding of the complex subject areas he or she is supporting to then deliver the strategic support needed by the business partner
• The successful candidate will also need to be skilled in synthesizing complex ideas into easy-to-understand executive / presentation materials - including delivery of executive-level presentations to senior management.
• The candidate needs to be comfortable taking direction from multiple leaders, open to constructive feedback, and working independently and with ambiguity.
• Should be able to work collectively and collaboratively with the team, business partners and/or Voya senior leadership team to ensure service delivery & satisfaction.
• You have exceptional strategic, research, project management and organizational skills that allow you manage deliverables, constantly re-prioritize, and ultimately meet deadlines with high quality work
• You exhibit strong collaboration and networking skills that cultivates internal influence and being a trusted business partner
• You are highly proficient in Microsoft Office suite–Word, Excel, PowerPoint and can use your PowerPoints and presentation skills to influence outcomes at executive interactions
• You embrace a wide variety of work and are flexible-- from the ability to support administrative functions to executive interactions to make the project successful
• You have excellent communications skills, including the ability to influence executive leadership through personal interactions as well as the creation and delivery of presentations.
• You bring proven program and project management experience, including strategy, organizational design, change management, and business transformation.
• You can understand complex business problems, synthesize information, analyze, and research data, and develop and / or implement practical solutions and recommendations.
• You are able to build relationships with peers and executives in a variety of capacities
• You can balance strategic thinking with practical implementation and can help influence the outcome

Nice To Haves

• MBA or other advanced degree is preferred.
• Understanding of the retail wealth management and/or asset management industry is a plus.
• Excellent project management skills, top tier consulting experience is a plus.

Responsibilities

• This role will support the Head of Business Development to define and execute on high-impact growth and efficiency initiatives across the Retail Wealth Management business.
• This role will work dynamically across the broader organization to optimize for engagement and mutually beneficial outcomes with other Voya business units.

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