Account Consolidation Team 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

This role manages, directs and leads a consolidation sales/relationship/referral/service telephone team of up to 12 - 15 individuals to partner with field personnel to grow assets in Voya’s defined contribution business by assisting participants consolidate outside assets into plan. 

Expectations include building and maintaining relationships with field partners and delivering a superior customer experience with a firm eye on compliance. 

This role will have significant supervisory oversight (call monitoring, call quality, sales effectiveness and documentation) as well as direct responsibility for a consolidation sales goals in support of the Retirement business.  The individuals on this team are required to have an in-depth knowledge of all retirement plan types and markets as well as an understanding of current business/financial environment and changing regulatory requirements. 

Profile Description:

• Train and lead a team of 12-15 registered representatives responsible for consolidating plan level assets with Voya
• Responsible for managing team huddles, call and email reviews, 1x1 meetings with team, performance reviews
• Meet with new plan sponsors/advisors to discuss rollover-in process and partnerships
• Drive training and new hire processes for new consolidation representatives
• Accountable for adherence to firm’s FINRA supervisory guidelines and procedures
• Attainment of sales/consolidation production, activity and customer satisfaction goals for their team and the organization
• Create a positive work environment with a commitment to coaching and employee development
• Participation in the development and execution of business plans to meet organizational strategic initiatives
• Other duties and projects as assigned.

Knowledge & Experience:

• College degree is required. 
• Financial services or related sales/relationship/management experience of 3 – 5 years is preferred.
• Licensure will include at a minimum Series 6, 63, 26.   Would consider qualified candidates to attain Series 26 within 4 months of hire.
• Identified individual will exhibit strong sales and customer relationship experience, a full understanding of retirement plan types and rules, full adherence to FINRA/DOL/SEC regulatory standards (including delivery of service against those standards) and will be dedicated to delivering an outstanding customer experience with every customer interaction. 
• Ability to coach, build a team, understand relationship between organizational strategy and business plan components is required.              
• Strong work ethic, presentation skills and leadership traits are 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.

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 Voya benefits (download PDF)

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 Critical Skills

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.