Strategic Initiatives Lead, Wealth Management

Voya Financial • Boston, MA

1d • $135,000 - $155,000 • 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. 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.
• High degree of executive presence and professionalism.
• Ability to successfully navigate the organization, build strong working relationships with key business stakeholders, and develop a strong professional network.
• 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
• Comfortable taking direction from multiple leaders, open to constructive feedback, and working independently and with ambiguity.
• Exceptional strategic, research, project management and organizational skills that allow you manage deliverables, constantly re-prioritize, and ultimately meet deadlines with high quality work
• Exhibit strong collaboration and networking skills that cultivates internal influence and being a trusted business partner
• Highly proficient in Microsoft Office suite–Word, Excel, PowerPoint and can use your PowerPoints and presentation skills to influence outcomes at executive interactions
• Embrace a wide variety of work and are flexible-- from the ability to support administrative functions to executive interactions to make the project successful
• Excellent communications skills, including the ability to influence executive leadership through personal interactions as well as the creation and delivery of presentations.
• Proven program and project management experience, including strategy, organizational design, change management, and business transformation.
• Understand complex business problems, synthesize information, analyze, and research data, and develop and / or implement practical solutions and recommendations.
• Able to build relationships with peers and executives in a variety of capacities
• 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.

Responsibilities

• Support the Head of Business Development to define and execute on high-impact growth and efficiency initiatives across the Retail Wealth Management business.
• Work dynamically across the broader organization to optimize for engagement and mutually beneficial outcomes with other Voya business units.
• Provide strategic and program management leadership and support for key Retail Wealth Management initiatives and help to define ongoing growth priorities within the business.
• Synthesize complex ideas into easy-to-understand executive / presentation materials - including delivery of executive-level presentations to senior management.
• Work collectively and collaboratively with the team, business partners and/or Voya senior leadership team to ensure service delivery & satisfaction.

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