Training Consultant

1 week ago

Hartford, Connecticut, United States Voya Financial Full time
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 enoughwe 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.


Profile Summary:
Training Consultant will design, develop and maintain an effective, sustainable training environment tailored to the needs of the Wealth Advisory Services (WAS) teams to deliver and measure a consistent end-to-end customer experience while driving sales and retention through the:

  • Design, Development and Implementation of an effective, sustainable training program focusing on:
  • Detailed knowledge of institutional DC plan features, benefits and distribution options sufficient to position effective participant outcomes including retention, consolidation and rollover.
  • Knowledge of all VRA offerings (In Plan Advice through Financial Engines and Morningstar)
  • Knowledge of all VFA retail offerings available and processes applicable to the phone channel.
  • Ongoing project management/coordination of the training program and related initiatives.
  • Design, Development and maintenance of a customer satisfaction / quality survey program.
  • Partner with WAS leadership to design and develop an effective and sustainable learning and development environment.

Profile Description:

  • Facilitate strategic planning sessions with business leaders to determine the scope and objectives of Training initiatives within WAS.
  • Upon agreement of strategic direction, this individual will be expected to develop and execute plans to ensure all projects are done in a timely, cost effective and results directed manner

This will include:

  • Proactively work with business partners (WAS as well as across Voya) to understand requirements and perform project scoping activities in a collaborative manner
  • Proactively engage in in project planning activities, including but not limited to:
  • Project scope definition, craft and maintain a consolidated timeline/schedule of major milestones and associated dates for projects
  • Identify and communicate project dependencies and impacts
  • Put mechanisms in place to ensure ongoing control of the project/direction
  • Definition of success criteria to promote alignment and actively manage to expected project outcomes
  • Direct the design and management of SharePoint sites and processes
  • Ongoing responsibilities will include, but not be limited to:
  • Develop and implement interactive, engaging, learner-focused instruction for new hires and existing employees
  • Facilitate classroom or virtual training for a variety of needs, such as new hire orientations, technical skills, Market trends, sales concepts and product rollouts
  • Collaborate with business partners to create new and update existing training solutions and appropriate evaluations of skills and knowledge transfer
  • Oversee the design of curriculum, job aids, and manuals to meet training outcomes as defined by needs assessmen

Knowledge & Experience:

  • 5+ years of experience in the investment management/financial services industry
  • Experience should reflect a history of effectively managing projects through shared resources, both internal and external
  • Strong meeting facilitation skills including:
  • Setting agendas, task/time management, documentation, and action item management
  • Strong ability to multitask, problemsolve, learn quickly and adapt to changing priorities
  • Knowledge of change management processes and industry best practices
  • Excellent verbal and written communication skills, premier listening skills, strong interpersonal and influencing skills, ability to effect change in a matrix managed environment
  • Effective presentation and communications style that builds and maintains strong relationships with stakeholders and influences outcomes and decisions
  • FIRNA registraion required, 6 and 63, prefer 7 and 66

This position is 100% remote and can sit anywhere in the US
LI-NV1

Compensation Pay Disclosure:
Voya is committed to pay that's fair and equitable, which means comparable pay for

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