Regional Director – Wealth Management

🕒 April 22

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Voya Financial

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 1998

💸 Finance

Finance • Insurance • Retirement

Voya Financial is a leading financial services company that provides a wide range of retirement, investment, and insurance products to help individuals, families, and institutions plan, invest, and protect their future. With a focus on retirement savings and workplace benefits, Voya connects benefits and savings to simplify financial experiences and enhance financial security. The company is committed to making a positive difference by serving others through its unique culture, and has been recognized for its values and customer-centric approach. Voya also engages in initiatives like the Voya Behavioral Finance Institute for Innovation to further its mission of transforming financial care in the workplace.

📋 Description

• Conduct regularly scheduled meetings and coaching sessions to evaluate advisor business performance and identify opportunities for growth. • Assist advisors in navigating business challenges, practice management decisions, and succession planning. • Represent the firm’s leadership team to advisors, ensuring that expectations are met and outcomes align with firm priorities. • Provide strategic input and feedback to advisors, helping them refine business models, client engagement strategies, and operational processes. • Serve as a trusted connector between advisors and the Broker-Dealer, ensuring advisors are aware of and able to leverage available resources. • Identify and align appropriate firm specialists, internal teams, and subject matter experts to address advisor needs. • Facilitate collaboration across compliance, marketing, technology, and operations to deliver comprehensive solutions. • Act as an internal advocate for advisors, ensuring their perspectives are considered in firm-wide initiatives and decision-making. • Foster stronger advisor connectivity to the firm through regional events, study groups, and peer-to-peer learning opportunities. • Build and reinforce advisor loyalty by demonstrating consistency, transparency, and accountability in all interactions. • Serve as a strategist for advisors, offering insights on market trends, business growth opportunities, and evolving client needs. • Develop and implement proactive strategies to attract resource usage while increasing satisfaction and productivity. • Continuously measure advisor satisfaction and adapt engagement strategies to maintain high levels of trust and advocacy.

🎯 Requirements

• Bachelor’s degree; advanced degree or certifications (CFP, CIMA, etc.) a plus. • 5+ years of progressive experience in financial services, advisor relationship management, or practice consulting roles. • Proven ability to manage complex advisor relationships and deliver measurable growth and AUM retention outcomes. • Strong consultative and analytical skills with the ability to diagnose business challenges and recommend solutions. • Exceptional communication and presentation skills; able to influence and build trust with advisors and business owners. • Proficiency in CRM platforms, data analytics tools, and Microsoft Office applications. • Strategic thinker with demonstrated ability to balance firm objectives with advisor needs in a collaborative framework. • High integrity, authenticity, and client-centric mindset with a passion for driving advisor success. • Finra Series 7, 66 or 63 & 65. • Agile and partnership driven mindset is required.

🏖️ 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