VP, Senior Regional Director - Intermediary at Voya Financial

Los Angeles, California, United States

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Investment ManagementIndustries

Requirements

8+ years of sales experience wholesaling mutual funds, SMAs, and Alternative products in territory
Established successful track-record of consultative selling of Open-End Funds, SMAs, private and public alternative investments
Proven ability to grow a territory as measured by sales and persistency of business over multiple years
Experience selling to RIAs in geographic market is required (preferred deep experience selling to RIAs, Wirehouse, and Independent Broker Dealers)
Established track record of success and strong, developed client relationships in the Northern California market
Strong organizational and technical skills, ability to quickly grasp new concepts
Exceptional presentation skills
Collaborative team-player with strong ability to work independently and communicate clearly and concisely
Highest professional standards

Responsibilities

Strategically plan and manage resources to maximize territory sales using industry and firm data, prioritizing advisors
Develop and manage a strong and active pipeline and record all meeting activity in a timely manner within CRM
Responsible for budgeting expenses efficiently
Work in conjunction with a Regional Coordinator (internal wholesaler) to drive sales through geographically distinct or select segmented firms, identifying and fostering leads from segmentation, referrals, ad campaigns, and territory canvassing
Partner with other lines of business within Voya (e.g., DCIO, Workplace Solutions, NQDC) to drive synergies and enhance firm enterprise value
Achieve territory sales, positive net cash flow, build new relationships, and manage existing relationships with advisors in Northern California market
Drive sales through segmentation of advisors, consultative sales approach, meetings, conferences, and training workshops
Minimum of 20-25 appointments per week in the field conducting one-on-one meetings, presentations, and attending conferences (virtual meetings permitted when requested)
Travel required, including overnight stays where applicable

Skills

Key technologies and capabilities for this role

SalesBusiness DevelopmentRelationship ManagementRIA SalesWirehouseIndependent Broker DealersTerritory ManagementAsset RaisingAdvisor SegmentationNet Cash Flow

Questions & Answers

Common questions about this position

What is the salary or compensation for this VP, Senior Regional Director role?

This information is not specified in the job description.

Is this Senior Regional Director position remote or does it require office presence?

This information is not specified in the job description.

What skills and experience are required for the Senior Regional Director role?

The role requires an established track record of raising assets in the Intermediary channel, deep experience selling to RIAs, Wirehouse, and Independent Broker Dealers, and skills in territory sales, building and managing advisor relationships, consultative sales, and strategic planning using CRM.

What is the company culture like at Voya Financial?

Voya Financial emphasizes a purpose-driven culture focused on fighting for financial opportunities, valuing differences, fostering an inclusive environment where employees bring their whole selves to work, and being bold and committed to action.

What makes a strong candidate for this Senior Regional Director position?

A strong candidate has a demonstrated track record of success raising assets in the Intermediary channel, deep experience selling to RIAs, Wirehouse, and Independent Broker Dealers in the Northern California market, and established client relationships.

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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