Manager, Wealth Management
$125.98k - $157.47kVoya Financial, Inc.
*****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.****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 Center, you will play a critical role in shaping the future of how Voya delivers wealth management guidance. This is an entrepreneur’s opportunity for a leader who wants to develop people, deepen client relationships, and help scale a modern, fiduciary-focused advisory business.You’ll lead a team of financial advisors, with responsibility for advisor development, client experience, asset retention, and sales performance. More than managing outcomes, you’ll help create the environment, mindset, and capabilities that drive long-term success for both clients and advisors. This role is ideal for a leader who is energized by coaching others, building strong teams, and growing alongside the business.**Profile Description** **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**Develop and Grow Your Advisors*** 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**Lead, Improve, and Build What’s Next*** 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**How We Work at Voya: Our Core 4*** Customer Obsession - We put the customer at the center of every decision* Transform with AI & Automation - We continuously improve how work gets done through innovation* Drive Performance Through Our People - We invest in learning, growth, and putting the right people in the right roles* Execute on the Fundamentals - We lead with discipline, consistency, and attention to detail**Knowledge and Experience** We’re looking for 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* A genuine passion for developing people and helping others succeed* A proactive, improvement-oriented mindset - you look 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#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.$125,980 - $157,470 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*****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*****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 #J-18808-Ljbffr Voya Financial, Inc.
- Role Overview Sales Manager, Investor Center - Boston, Seaport. Lead a team of financial advisors with responsibility for advisor development... ...across the Investor Center as Voya continues to expand its wealth management footprint. Ensure strong oversight of compliance,...SuggestedLocal areaFlexible 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
Masis Professional Group in Boston is seeking a Manager for Portfolio Data to oversee the Black Diamond Wealth Platform. This role involves optimizing the platform and delivering investment data to support Wealth Advisory. The ideal candidate will have over 5 years of...- ...internal teams to enhance client experience. Qualified candidates will have over 7 years of experience in high-net-worth client management, possess strong interpersonal skills, and be knowledgeable about banking and investments. Benefits include an incentive plan and...
- 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
- PwC in Boston seeks a Manager in the Tax Services team to lead, coach, and deliver high-quality client work across finance-related tax initiatives. You will supervise engagement workstreams, leverage PwC’s depth of tax knowledge, and drive digitization and efficiency in...
- ...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
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Manager, Wealth Management. Be the first to apply!
- wealth management consultant Boston, MA
- wealth management advisor Boston, MA
- wealth manager Boston, MA
- pest management Boston, MA
- pain management Boston, MA
- order management specialist Boston, MA
- cash management service teller Boston, MA
- management development specialist Boston, MA
- material management specialist Boston, MA
- entry level management training Boston, MA


