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Business Manager, Wealth Management

Business Manager, Wealth Management

Voya FinancialBoston, MA, US
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Business Manager

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.

Profile Summary :

The Business Manager will provide operational support to the Wealth Management Business Unit within Workplace Solutions. The role involves leading and managing ongoing ad hoc projects and business initiatives, including planning meetings, tracking deliverables, and preparing reports and presentation materials. This role is crucial in ensuring that our business runs smoothly and efficiently, supporting the firm's business and adherence to policies. Additionally, the Business Manager will play a key leadership role within the administrative support team, ensuring seamless operations, effective collaboration, and the implementation of best practices across the department.

Profile Description :

  • Lead efforts to reduce costs and streamline the vendor invoice and expense approval process across all investment platforms to include developing and implementing effective policies, championing new policy ideas, collaborating with business leaders and Finance to ensure a seamless process, and training administrative staff on best practices. Ensure adherence with internal policies and reviewing current practices for more cost-effective results and recommendations to policies.
  • Provide operational oversight including facilities related matters such as office moves / buildouts, front desk coverage, badging, client and candidate visits, floor planning, and supply management, managing business continuity planning across platforms, issues relating to IT support and equipment, and permissions / policies around access controls.
  • Develop and communicate policies and procedures for administrative functions, including travel, expense management, and vendor management ensuring adherence to company policy.
  • Support the activities of leadership, including effective prioritization and time management of meetings and other requests, travel management, management of special projects, and other administrative functions as required
  • Coordinate with facilities all in office events and client visits ensuring set-up meets requirements of the meeting. Provides leadership with updates on state of facility.
  • Lead and manage special projects as assigned by senior management. Coordinate and facilitate meetings, handle ad-hoc requests, draft correspondence, and prepare meeting and presentation materials using tools such as PowerPoint and Excel. Track project progress and ensure timely completion.
  • Manages the scheduling and agenda for Town Halls to include scheduling, event planning, meeting presentations, and capturing follow-up.
  • Utilize and adapt to new technologies and software to enhance efficiency and productivity.
  • Ability to travel as needed to support leadership.
  • Responsible for understanding and complying with firm policies and procedures while performing the role outlined above

Knowledge & Experience :

  • College degree or equivalent work experience required.
  • Minimum of at least 10 years operational and administrative support experience.
  • Advanced project management capabilities, proactively anticipates the needs of the team and manages the workload required in the position.
  • Strong analytical and problem-solving abilities.
  • Strong computer proficiency in Microsoft Word, Excel, PowerPoint, and Adobe Professional is required.
  • Excellent organizational skills with attention to detail.
  • Strong written and verbal communication skills.
  • Excellent leadership, communication, and interpersonal skills.
  • Strong problem-solving skills.
  • Must be able to handle multiple priorities from various constituents with tight deadlines in a very fast-paced environment.
  • This is an office-centric role that will require on-site presence in our Seaport Office 3-5 days per week.

    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. $122,300 - $152,880 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
  • Critical Skills :

  • 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.
  • 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.

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    Wealth Management • Boston, MA, US

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