Manager, Consultant Databases & RFP Data at Voya Financial

Atlanta, Georgia, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Investment ManagementIndustries

Requirements

Highly motivated and analytical individual
Keen attention to detail
Strong organizational skills
Passion for marketing products and strategies through consultant databases and RFPs in the investment domain
Passion for process improvement through technology solutions to unlock productivity and efficiencies

Responsibilities

Ensure quality profiles are represented within consultant databases, including continuing periodic profile reviews by collaborating with product-specific SMEs to ensure appropriate data and language is represented in profiles
Facilitate periodic (quarterly/monthly) consultant database updates by collaborating with various teams to gather data and work with respective teams/software to ensure data is loaded into consultant databases supplying complete, accurate, and timely: performance, characteristics, personnel, AUM & accounts data for upload
Answer various ad hoc questions/requests regarding the consultant databases from internal/external clients
Manage ongoing improvement on database profiles across all Voya products
Manage & Support the Consultant Database Analysts/Associate members dedicated to supporting this role
Support RFP, Sales, and Consultant Relations by completing RFP and Consultant requests for AUM and portfolio data in a consultative manner, ensuring knowledge of the purpose, opportunity, prospect, etc., to best position the data and ensure a complete understanding by our stakeholders
Assist in maintaining periodic data required for RFP submissions, Due Diligence Questionnaires, and industry surveys (data includes characteristics, AUM, and personnel data; ensure appropriate footnotes are added and vetted for permissible use)
Establish proper reviews of data to verify accurate data is being provided in consultant databases and RFPs
Ensure constant evaluation aimed at streamlining processes by creating more efficient methods of gathering data
Collaborate closely with Client Portfolio Managers (CPMs), RFP team members, Sales & Distribution, and data providers to gather, verify, and organize data on various products and strategies

Skills

Consultant Databases

RFP Data

Due Diligence Questionnaires

Data Verification

Investment Products

Data Analytics

Client Portfolio Management

Voya Financial

Provides financial services and retirement solutions

About Voya Financial

Voya Financial offers a range of financial services, including retirement plans, investment management, and insurance products, to help individuals and businesses achieve financial wellness. Their services cater to individuals seeking retirement planning, employers looking to enhance employee benefits, and institutions needing tailored investment management. Voya stands out from competitors through its commitment to inclusiveness and corporate responsibility, which helps attract clients and talent. The company's goal is to build long-term relationships with clients, ensuring they achieve financial confidence and a fulfilling life.

New York City, New YorkHeadquarters

2014Year Founded

IPOCompany Stage

Fintech, Financial ServicesIndustries

5,001-10,000Employees

Benefits

Health Savings Account (HSA)

Flexible Spending Accounts (FSA)

Rally wellness program

Employee Assistance Program (EAP) and Work Life Services

Behavioral Health Family Support Program

Livongo support for diabetes, hypertension, and weight management

AccessHope cancer support

Wellthy caregiving assistance

Back-up child care and elder care

Health Advocate

ABLE accounts

Legal insurance

Identity theft protection

Voya Foundation Matching Gift Program

Risks

Increased competition from fintech companies may erode Voya's market share.

Operational challenges in integrating OneAmerica's business could affect service quality.

Regulatory scrutiny on fees may impact Voya's pricing strategies and profitability.

Differentiation

Voya's commitment to inclusiveness and corporate responsibility sets it apart in the market.

The acquisition of OneAmerica's retirement plan business expands Voya's client base significantly.

Voya's focus on digital financial planning tools enhances client engagement and satisfaction.

Upsides

Voya's ESG commitment aligns with the growing investor focus on sustainable investing.

The financial wellness market's growth offers significant opportunities for Voya's programs.

AI integration in investment management can enhance Voya's strategies and client outcomes.

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