
VP, Finance, Wealth Management
- Boston, MA
- Permanent
- Full-time
Voya is seeking an innovative and strategic Vice President, Finance - Wealth Management, reporting to the CFO – Workplace Solutions. This leader will play a critical management role by leading a team that partners with business and functional leadership to create insights, and drive productivity and accountability across supported areas. The ideal candidate will have familiarity with financial business partnerships, be technologically and commercially aware, and be both an excellent communicator and collaborator. The role represents a fantastic opportunity for a transformational leader to enter the organization at an exciting and opportune time.Key Responsibilities:Strategic Financial Leadership:
- Develop and implement financial management processes that align with the strategic and operational objectives of the Wealth Management business.
- Lead financial forecasting, budgeting, and long-term planning efforts to support business growth and profitability.
- Establish and analyze business performance management metrics and financial data to provide actionable insights and recommendations to senior leadership.
- Monitor key performance indicators (KPIs) to ensure alignment with company goals and targets.
- Collaborate with President of Retail Wealth, as well as other business and functional leaders to provide financial insights that support strategic decision-making and operational efficiency.
- Collaborate with cross-functional teams to align finance strategies with organizational goals.
- Act as a key liaison to Retail Wealth and Business Segment Leaders and Corporate, providing financial expertise, guidance, transparency, accountability, and partnership for all services consumed by the business segments on product development, pricing strategies, and market analysis.
- Work closely with the Project Management Office (PMO) and Business Leadership to manage execution project spend.
- Build, mentor, and lead a high-performing team, fostering a culture of collaboration, accountability, and continuous improvement.
- Promote professional development and skill enhancement within the team to ensure excellence in financial planning and analysis, while actively developing critical future skills such as AI proficiency and digital proficiency.
- Oversee the preparation of financial reports, presentations, and analysis for internal stakeholders and external regulators as may be necessary.
- Provide meaningful, insightful and timely reporting for the supported organizations, grounded in performance drivers.
- Bachelor’s degree in finance, Accounting, Economics, or a related field; MBA, CPA, CFA or relevant advanced degree preferred.
- Minimum of 10 years of experience in financial management, ideally having supported Retirement, Wealth Management, or organizations in the financial services industry.
- Proven track record of strategic financial leadership and business partnership in a senior management role and with successfully executing on strategy
- Understanding of infrastructure technologies and technology service management preferred
- Strong analytical and problem-solving skills, with the ability to distill complex financial information into actionable insights.
- Excellent communication and presentation skills, with the ability to interact effectively with stakeholders at all levels of the organization.
- Demonstrated experience in team leadership and development, with a focus on building high-performing teams.
- Proficient in financial modeling, forecasting, and various financial analysis tools and software. (Oracle preferred)
- 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
- 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.