Senior Regional Director - Private Equity

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

Get to Know the Opportunity

The role works specifically within Voya Investment Management’s Wealth Management Channel with a primary focus on the Private Wealth & Advisory (PWA) business, partnering closely with the generalist salesforce within the channel. The PWA business is responsible for selling Voya Investment Management's strategies into the RIA/MFO, SFO, Private Bank, and select Institutional Consultants. This position focuses on selling private equity products to advisor teams and other intermediaries with $250MM - $10B+ in AUM/AUA, with the goal of significantly increasing assets under management for Voya’s boutique Private Equity offering, the Pomona Investment Fund (“PIF”). PIF is managed by Voya’s private label private equity arm, Pomona Capital. Pomona Capital was established in 1994 and manages over $12B in capital commitments across several private equity strategies. We will collaborate with the Digital team to explicitly state West/Southwest on the social media front.

The Contributions You Will Make

Organize and expand a successful business plan for marketing and sales into the HNW Advisor market targeting RIAs and Private Banking platforms with $250MM - $10B+ in AUM/AUA (and opportunistically the entire Wealth Management Channel, which would also include the Advisor Channel, who sell into the wirehouse and IBD firms).

• Grow assets through winning new mandates and by securing additional mandates from current clients.
• Effectively communicate the investment style, strategies, vehicle, and performance, as well as portfolio positioning, to prospective clients, and function as a proxy for the portfolio management team both to clients as well as serve as a product specialist to the rest of the Voya Wealth Management distribution team.
• Determine the proper team members, agenda, and materials necessary for all presentations involving other firm professionals.
• Accurately and successfully represent the firm to the market via various public forums.
• Participate in periodic strategic targeting and sales projection planning sessions.
• Serve as a competent representative for national and regional conferences as well as with targeted home offices.

Minimum Knowledge & Experience:

• Experience selling alternative assets.
• Strong academic background including an advanced degree such as an MBA or a professional certification such as CFA, CFP, CPWA or CIMA strongly preferred.
• Minimum of 7 years of experience in a sales role at another investment management firm.
• Series 7 and 63/65 or 7 and 66 licenses required.
• Extensive and current contacts with the broker-dealer and RIA community.
• Successful track record raising assets within the alternative asset space.
• Willingness and ability to travel extensively, manage pipeline and maintain CRM updates with call notes to inform and collaborate with the team.
• Excellent interpersonal skills and team orientation.
• High degree of initiative, results-orientation and entrepreneurial attitude.
• Excellent communication and presentation skills and an ability to explain and discuss sophisticated investment products and investment strategy.
• Must be comfortable with building long-term relationships and driving "finals" presentations and have a keen understanding of the sales cycle.

#LI-BMS

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.

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.