Team Manager, Wealth Management

Role Overview Sales Manager, Investor Center – Boston, Seaport. Lead a team of financial advisors with responsibility for advisor development, client experience, asset retention, and sales performance. Drive long‑term success for both clients and advisors through coaching, mentorship, and a consultative approach. Responsibilities Build Meaningful Client Experiences: champion a discovery‑first, consultative approach, helping advisors move beyond transactional interactions to trusted, long‑term client partnerships. Coach advisors to consistently deliver Voya’s fiduciary and advisory standards. Drive asset retention and sales growth by strengthening client relationships and improving client outcomes. Provide hands‑on, personalized coaching aligned to each advisor’s experience level, strengths, and career goals. Support advisors as they pursue additional licenses and professional development, reinforcing a culture of continuous learning. Create stretch opportunities that build confidence, capability, and career momentum. Act as a connector between individual advisor aspirations and broader organizational priorities. Operate with a business‑owner mindset, identifying opportunities to improve performance, processes, and advisor effectiveness. Contribute to planning and strategic initiatives across the Investor Center as Voya continues to expand its wealth management footprint. Ensure strong oversight of compliance, call quality, documentation, and supervisory responsibilities in a fiduciary environment. Use data and performance insights to guide coaching, identify emerging talent, and inform decision‑making. What’s Next (Key Outcomes) Operate with a business‑owner mindset, identifying opportunities to improve performance, processes, and advisor effectiveness. Contribute to planning and strategic initiatives across the Investor Center. Ensure strong oversight of compliance, call quality, documentation, and supervisory responsibilities. Use data and performance insights to guide coaching, identify emerging talent, and inform decision‑making. Qualifications Strong leadership potential and a growth mindset. Experience leading, coaching, or developing teams in financial services, sales, or a related environment. Demonstrated ability to build trust, develop talent, and improve team performance. Exposure to retirement, investment, or wealth management solutions, with interest in continuing to deepen expertise. Comfort operating in a regulated or fiduciary environment, or willingness to grow into this responsibility. Ability to translate business strategy into clear priorities and actionable coaching. Genuine passion for developing people and helping others succeed. Proactive, improvement‑oriented mindset – looking for ways to make things better. Licensing and Credentials FINRA licenses (SIE, Series 7, 66 or 63/65 and Series 9/10 and/or Series 24). Voya supports leaders in obtaining, maintaining, or expanding required licenses as part of ongoing development. Education Bachelor’s degree required. Advanced degrees or designations (MBA, CFP, CFA, CRPC) are a plus, but not required. Compensation Base salary range: $150,000 – $175,000 USD. Additional incentive opportunities (annual cash incentives, sales incentives, and/or long‑term incentives) based on role and performance objectives. Benefits (Key Highlights) Health, dental, vision, and life insurance plans. 401(k) savings plan – 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 – 20 days PTO, nine paid company holidays, flexible Diversity Celebration Day, and 40 hours paid volunteer time per year. Equal Employment Opportunity Voya Financial is an equal‑opportunity employer. Qualified individuals are considered 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 are available for qualified individuals with disabilities. #J-18808-Ljbffr Voya Financial, Inc.