Voya Financial

Retirement (Wealth) Implementation Manager

United States

Not SpecifiedCompensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, Retirement ServicesIndustries

About Voya

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

Employment Type: Full time

Profile Summary

Manage transition of Wealth (Retirement Defined Contribution) new business products and services and/or enhancement projects for existing clients to Voya through effective project management facilitation, execution, and service delivery.

Profile Description

  • Project Management: Project manage tasks and deliverables for complex takeovers, communicating all aspects of the process to interested parties; Includes upgrade projects for Voya’s existing clients.
  • Client Liaison: Liaison between client, prior record-keepers, external parties, and internal departments, delivering a common client experience across Voya.
  • Technical Knowledge: Demonstrate extensive technical knowledge of multiple products and services to gather all policy provision requirements from customer; Proactively provide alternative solutions and considerations to meet unique customer needs.
  • Data Management: Facilitates the efficient exchange and integration of client data.
  • Issue Resolution: Drives resolution for complex customer inquiries and issues.
  • Service Delivery: Provide a differentiated service experience as defined by the client including development of specialized processes as appropriate.
  • Workload Management: Has the ability to carry a higher than standard workload as volumes warrant.
  • System Utilization: Utilize internal databases and systems to manage and complete work tasks.
  • Customer Experience: Demonstrate understanding of dependencies, impact, and implications to foster a seamless end to end customer experience. Proactively anticipate customer needs by leveraging experience and knowledge of customer.
  • Process Improvement: Recommend process improvements and manage initiatives related to areas of expertise including providing support to new initiatives and products.
  • Strategic Initiatives: Active participant in department and strategic initiatives.
  • Sales Support: Engage in the Sales and RFP process including preparation of material in prospective client presentations; May include organization and/or facilitation of onsite enrollment meetings.
  • Leadership: Can lead cross-departmental initiatives and drive outcomes. Works independently to solve issues and eliminate roadblocks.

Knowledge & Experience

  • Bachelor’s degree or equivalency preferred.
  • 8+ years of Wealth (Retirement Defined Contribution) industry experience required.
  • 8+ years of Implementation Project management experience required.
  • Experience with OMNI recordkeeping system strongly preferred.
  • Experience with data integration and data exchange with business clients.
  • Extensive knowledge of Microsoft Office Suite including Excel, Word, and PowerPoint required.
  • Ability to effectively manage and stay current with constant changing priorities, while successfully maintaining oversight for the critical large market project management functions.
  • This position provides oversight for multiple projects ranging up to 12 months while individually performing.

Skills

Project Management
Client Relationship Management
Retirement Services
Defined Contribution Plans
New Business Implementation
Service Delivery
Technical Knowledge
Product Knowledge

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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