Manager, Wealth Management
Voya Financial, Inc.
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.
$125.98k - $157.47k
...our culture, serve our clients and enrich our communities is essential to our vision.****Apply Now******Profile Summary**Voya Wealth Management is expanding its presence in Boston’s Seaport, and this role sits at the center of that growth.As Sales Manager for the Investor...SuggestedPart timeWork experience placementFlexible hours$89.17k - $148.65k
Profile Summary Seeking a Product Manager to drive sales and advisor/client retention through the development and management of wealth management and retail advisor products, services, and features that meet advisor needs, client expectations, and company objectives....SuggestedLocal area$171.3k - $214.12k
Voya Financial in Boston seeks a Lead AI Product Manager to define and execute product strategy for AI in digital and wealth management solutions. This senior role involves leading the product roadmap, ensuring compliance, and driving successful product launches. The ideal...Suggested- Lead AI Product Manager with Retirement & Wealth Domain Boston, MA or Windsor, CT We need candidate to work onsite from Day 1 (Onsite Hybrid) Responsibilities Discovery & Specification Execution & Delivery Stakeholder Alignment Experience 8+ years of product management...Suggested
$200k - $225k
Overview Ready to lead an elite wealth planning team at one of Boston's most respected private wealth management firms? We are seeking an experienced Manager of Wealth Planning to oversee a high-performing team while delivering sophisticated planning strategies for ultra...Suggested$96.13k - $129.79k
...Finance and in cooperation with the Director of Finance, Controller, Human Resources and other key Department staff, develop, improve, manage and administer Agency/Department budget; coordinate management lease compliance; assist in the development and implementation of...Temporary work$125k - $165k
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- Cardata is seeking a Relationship Manager & Servicing Advisor to service 100-125 affluent households in Boston. This role requires 10+... ...insurance, 401(k) matching, unlimited PTO, and the opportunity to influence the future of wealth management. #J-18808-Ljbffr Cardata
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- ...relationships with both clients and candidates through attentive, personalized service. Role Description This full-time, on-site Wealth Management Advisor role is based in Boston, MA. The Wealth Management Advisor will work directly with clients to assess their financial...Permanent employmentFull timeContract workTemporary workFlexible hours
$50 - $60 per hour
...DataAnnotation is committed to creating high-quality AI. We are looking for a Wealth Management Advisor to join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed...Hourly payFull timeContract workPart timeWork experience placementRemote workFlexible hours- Morgan-Stanley is looking for a Portfolio Management Associate Director in Boston, MA to assist Financial Advisors in creating investment strategies tailored to client goals. The role includes portfolio management, client support, and extensive communication about market...
$90k - $120k
...For more than 30 years, Brophy Wealth Management has built lasting client relationships by putting people—not production—first. We're looking for an experienced Wealth Manager who wants to spend more time helping clients and less time chasing the next sale. What Makes...Temporary work- ...Growing and dynamic independent multi-billion AUM RIA is seeking a Wealth Advisor for the Newton office (500M+ AUM) with a core focus on... ...path to equity. Highlights Serve as a key contributor in managing multigenerational family relationships alongside the Lead Wealth...Work at office
- Citizens is seeking a First Line Risk Senior Manager to support Private Wealth Management. This role requires a strong understanding of trust operations and risk management. Responsibilities include identifying risks, advising on governance, and executing compliance programs...
$92.64k - $142.61k
The Commonwealth of Massachusetts is hiring a Fiscal Officer VI to oversee financial management within the Group Insurance Commission. Responsibilities include budget planning, financial oversight, and approval of contracts and payments. Candidates must possess a minimum...$500 - $1,800 per month
...Fixed Assets Manager (Inventory Control Supervisor) Department of Safety, Division of Administration, Assets and Resource Management Bureau, Concord NH 03305. Position #17109. Salary: $17.81/hour - $23.39/hour. 40‑hour week, non‑exempt. Summary Manage receipt, issue, control...Work at officeRelocationFlexible hours$50 - $60 per hour
DataAnnotation is committed to creating high-quality AI. We are looking for a Wealth Management Advisor to join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed...Hourly payFull timeContract workPart timeWork experience placementRemote workFlexible hours$75k
...professional development resources that allow you to hone existing skills and learn new ones "I can succeed as a Divisional Wealth Management Consultant at Capital Group." As a Divisional Wealth Management Consultant, you will be responsible for driving sales as...Full timeTemporary workLocal areaFlexible hours- Merrill Wealth Management is seeking a Financial Advisor to develop a book of business and engage clients through a consultative approach. The candidate will receive world-class training and support while meeting specific performance metrics. This position requires Series...
$50 - $60 per hour
A tech company specializing in AI is seeking a Wealth Management Advisor to join their team. This position allows you to work remotely and set your own schedule while contributing to the training of AI models. Ideal candidates will have an advanced finance degree and relevant...Remote jobHourly payFlexible hours- ...PROPERTY MANAGER (Community Manager) Our client is currently seeking a Property Manager to lead the day-to‑day operations, financial management, and tenant relations for one of their flagship multifamily communities. The ideal candidate will have a proven track record...
- ...clients reach their most important goals. Our primary service business lines are Residential Brokerage, Commercial Brokerage, Property Management, and Capital Solutions. As sponsor, Senné actively Develops and Invests in real estate throughout New England. Our human capital...Contract workFor contractorsWeekend work
$171.6k - $392.1k
...economy, we upgrade outdated processes, systems, and information to give our clients competitive edge. As a ServiceNow Consulting Senior Manager you will play a leading role in that mission. Your Key Responsibilities Lead engagement delivery and manage client relationships...Summer holidayFlexible hours$100k - $110k
Department Affordable Housing | Equity - Asset Management Company Overview We are Walker & Dunlop. We are one of the largest providers of capital to the commercial real estate industry, enabling real estate owners and operators to bring their visions of communities —...Permanent employmentTemporary workWork experience placementWork at officeLocal areaRemote workMonday to FridayFlexible hours$142.6k - $261.5k
...to us for authoritative, agile, and efficient solutions for business decision‑making. The Opportunity As a ServiceNow Consulting Manager you’ll play a leading role in that mission, providing the competitive edge our clients need to overcome some of the biggest creative...Summer holidayWorldwideFlexible hours- PanAgora Asset Management Inc. seeks a Quantitative Investment Portfolio Manager to conduct innovative research in managing global risk parity portfolios. The role requires expertise in statistical analysis and programming in Python and SQL, plus 3 years of financial research...
$94.4k - $293.8k
As a Manager in the Asset Management practice, you will be responsible for leading teams and advisory engagements with Asset Managers. Responsibilities Leading project teams to deliver valuable insights, and design and implement business change across Asset Managers...For contractorsLocal area$80k - $130k
A leading home-buying company is seeking a Manager of Transaction Management to oversee real estate transactions from contract to closing. This fully remote role involves managing a pipeline and guiding a transaction team in a fast-paced environment. Ideal candidates should...Contract workRemote work
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