Senior Investment Management Lead

3 weeks ago


Hartford, Connecticut, United States Disability Solutions Full time

Voya Financial seeks an experienced leader to drive business growth and deliver exceptional customer experiences as a Senior Investment Management Lead. This role is responsible for overseeing a sales/relationship/service telephone team focused on fiduciary/best interests conversations, relationship growth, and delivery of superior customer experiences in an advisory environment.

About the Role

This leadership position requires a strong track record of success in financial services or related sales management. The ideal candidate will have a deep understanding of retirement and retirement income planning, as well as a commitment to delivering outstanding customer experiences.

Responsibilities
  • Supervise and lead a sales/relationship/service telephone team to achieve sales and retention goals.
  • Ensure adherence to firm's FINRA (and other regulatory) supervisory guidelines and procedures.
  • Develop and execute business plans to meet organizational strategic initiatives.
  • Create a positive work environment with a focus on coaching and employee development.
Qualifications
  • A college degree is required; MBA, CFP, or CFA designations are preferred but not necessary.
  • 5-7 years of financial services or related sales management experience is desired.
  • Licensure requirements include Series 7, 24, 63, 65/66.
  • CRPC designation may be beneficial.
What We Offer
  • Competitive pay, including base salary and incentive opportunities based on performance.
  • A comprehensive benefits package, including health, dental, vision, and life insurance plans.
  • 401(k) Savings plan with generous company matching contributions (up to 6%).
  • Tuition reimbursement up to $5,250/year.
  • Paid time off, including 20 days paid time off and nine paid company holidays.
  • Paid volunteer time - 40 hours per calendar year.


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