Director, Strategy and Transformation - Wealth Management

Reposted 4 Days Ago
Be an Early Applicant
New York, NY, USA
In-Office
185K-200K Annually
Senior level
Fintech • Insurance • Financial Services
The Role
The Director of Strategy and Transformation will drive growth and value creation in Voya's Wealth Management, leading initiatives, aligning stakeholders, and ensuring measurable impact.
Summary Generated by Built In

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

Reporting to: SVP, Finance and Growth – Wealth Management

This is a hybrid role which will require in office presence in our NYC office 3 days per week.

Drive Measurable Growth at Voya Financial

The Director, Strategy and Transformation will support the SVP, Finance and Growth – Wealth Management in driving the strategic and financial agenda for Voya’s Wealth Management business. This role is built for a high-performing consultant ready to move beyond recommendations and take on direct ownership of growth and value creation.

As Director, Strategy & Transformation, you will partner with senior leadership to identify the biggest opportunities in the Wealth Management business—and then lead the execution required to capture them. The ideal candidate brings a strong foundation in management consulting combined with a practical understanding of the wealth management industry.

You will focus on the initiatives that matter most: accelerating client growth, improving economics, and scaling a new self-service channel. You will combine strategic vision, customer-centric thinking, and technical acumen to translate business objectives into actionable roadmaps. Success in this role is defined not just by ideation but also by driving measurable business impact.

What You Will Own

Identify and Capture Value Creation Opportunities

Lead and be accountable for a set of initiatives targeting key drivers of enterprise value; you will:

  • Work closely with senior leadership to pinpoint the highest-impact opportunities to drive outsized revenue and earnings growth in Voya’s Wealth Management business
  • Prioritize initiatives based on value potential and feasibility
  • Develop practical, results-oriented plans to capture value quickly

Lead Execution of Critical Initiatives

Take end-to-end ownership of cross-functional initiatives to drive new client acquisition and improved retention:

  • Act as a connector across teams, aligning stakeholders around shared goals
  • Remove barriers, solve problems, and ensure momentum on the highest priority initiatives
  • Partner with Finance to ensure value is realized and reflected in results

Deliver Measurable Results

Ensure value is realized and sustained:

  • Define success metrics upfront and track performance rigorously against clear financial and operational targets
  • Use data to continuously refine initiatives and improve outcomes
  • Hold teams (and yourself) accountable for delivering impact

Provide Leadership and Influence

Bring a strong point of view and drive decisions in ambiguous situations:

  • Develop clear, practical business cases for investments and new initiatives
  • Provide leadership with actionable insights—not just analysis
  • Focus on “what will work” and “how to make it happen”

Who You Are

  • Education: Bachelor’s degree required; MBA or related advanced degree preferred.
  • Experience:
    • 8-10 years of total work experience, including 3-5 years at a top-tier management consulting firm with a track record of leading teams and delivering measurable client impact
    • Experience in wealth or asset management, or relevant adjacent sectors
    • Strong ownership mindset – you take responsibility for outcomes, not just analysis
    • Ability to simplify complex problems and focus teams on what matters most
    • Familiarity with digital marketing, customer acquisition, and retention strategies in Wealth Management is a plus

What Will Set You Apart:

  • Strong problem-solving, analytical, and structured thinking skills
  • Excellent communication and presentation skills with executive-level polish
  • Comfortable operating in a dynamic, fast-paced environment with evolving priorities
  • Collaborative and proactive, with the ability to work independently and drive initiatives forward
  • Skilled in synthesizing insights from complex data and crafting concise, actionable recommendations
  • Passion for continuous learning and a desire to drive meaningful impact

#LI-AZ1

#LI-MG1

Compensation Pay Disclosure:

Voya is committed to pay that’s fair and equitable, which means comparable pay for comparable roles and responsibilities.

The below annual base salary range reflects the expected hiring range(s) for this position in the location(s) listed. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Voya Financial is willing to pay at the time of this posting.

Actual compensation offered may vary from the posted salary range based upon the candidate’s geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.

$185,000 - $200,000 USD

Be Well. Stay Well.

Voya provides the resources that can make a difference in your lives. To us, this means thriving physically, financially, socially and emotionally. Voya benefits are designed to help you do just that. That’s why we offer an array of plans, programs, tools and resources with one goal in mind: To help you and your family be well and stay well.

What We Offer

  • 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

Learn more about Voya benefits (download PDF)

Critical Skills

At Voya, we have identified the following critical skills which are key to success in our culture:

  • Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
  • Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.
  • Team Mentality: Partnering effectively to drive our culture and execute on our common goals.
  • Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions.
  • Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.

Learn more about Critical Skills

Equal Employment Opportunity

Voya Financial is an equal-opportunity employer. Voya Financial provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any other status protected by state or local law.

Reasonable Accommodations

Voya is committed to the inclusion of all qualified individuals. As part of this commitment, Voya will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please reference resources for applicants with disabilities.

Misuse of Voya's name in fraud schemes

Skills Required

  • 8-10 years of total work experience
  • 3-5 years at a top-tier management consulting firm
  • Experience in wealth or asset management
  • Bachelor's degree required; MBA or related advanced degree preferred

Voya Financial Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Voya Financial and has not been reviewed or approved by Voya Financial.

  • Retirement Support Retirement offerings include a 401(k) plan alongside pension savings plans and financial wellness resources aimed at budgeting, insurance protection, and retirement planning. This retirement stack is positioned as a differentiator within the overall Total Rewards approach.
  • Wellbeing & Lifestyle Benefits Well-being support spans an EAP, behavioral health family support, chronic-condition programs, cancer support, and caregiving assistance. These programs extend beyond core medical coverage into ongoing lifestyle and mental-health support.
  • Leave & Time Off Breadth Time-off benefits include paid time off, company holidays, parental leave, and dedicated volunteer time each year. The package also includes medical leave and disability-related supports that broaden time-away coverage.

Voya Financial Insights

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The Company
HQ: New York, NY
5,463 Employees
Year Founded: 2014

What We Do

Voya Financial, Inc. (NYSE: VOYA), provides health, wealth and investment solutions that enable its approximately 14.8 million individual, workplace and institutional clients to achieve their financial wellness goals with confidence. With a vision to be America’s Retirement Company®, Voya’s products, solutions and digital capabilities help create a better financial future for all. Voya is a Fortune 500 company that had $7.6 billion in revenue in 2020 and $729 billion in total assets under management and administration as of March 31, 2021. Certified as a “Great Place to Work” by the Great Place to Work® Institute, Voya is equally committed to conducting business in a way that is socially, environmentally, economically and ethically responsible. Voya has earned recognition as one of the World’s Most Ethical Companies® by the Ethisphere Institute; as the No. 1-ranked financial services firm among Barron’s 100 Most Sustainable Companies for three consecutive years; as a member of the Bloomberg Gender Equality Index; and as a “Best Place to Work for Disability Inclusion” on the Disability Equality Index.

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