Voya Financial Logo

Voya Financial

AVP, Investment Solutions Consultant

Reposted 22 Hours Ago
Be an Early Applicant
In-Office
4 Locations
127K-178K Annually
Senior level
In-Office
4 Locations
127K-178K Annually
Senior level
The AVP, Investment Solutions Consultant will assess client investment needs, deliver tailored investment solutions, expand client engagement, and provide market insights while collaborating with internal teams. Travel required may involve up to 20%.
The summary above was generated by AI

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: 

Results-driven AVP, DC Investment Solutions Consultant with over 10 years of experience delivering strategic investment insights and solutions to clients. Adept at positioning tailored investment strategies that align with client objectives, regulatory requirements, and market conditions. Proven ability to build strong, consultative relationships with plan sponsors, advisors, consultants and internal stakeholders to drive growth and retention opportunities across emerging, mid, large, and government market segments. Serves as a primary investment contact for new business and existing clients.   

Profile Description:  

  • Assess and evaluate client investment needs, monitor performance, and propose optimal investment solutions.  

  • Pursue cross-sell investment initiatives and expand the share of Voya Investment Solutions within existing client base and with new prospects and clients.   

  • Provide clients, prospects, advisors and consultants with ongoing investment support and updates on specific investment strategies to include philosophy, process and performance, financial market commentary, and economic trends and insights.  

  • Participate in client investment reviews at quarterly/bi-annual and annual meetings.   

  • Provide education on key topics/themes to assist clients with making informed decisions  

  • Participate in sales process as needed engage in new business efforts such as due diligence presentations, and consultant meetings.  

  • Partner with internal constituents and participate in strategy calls with Sales, Sales Support, RFP Specialists, Product, and other SMEs as needed for specific product positioning support  

  • Participate in investment strategy meetings with Portfolio Management teams.   

  • Create and maintain investment information reports for assigned clients in market segments.  

  • Responsible for handling time sensitive complex client requests and assessing appropriate investment solutions.    

  • Provide insights into the development of new products and services.    

  • Other duties as assigned.  

  • Travel up to 20%   

 

Qualifications Include: 

  • Bachelor’s Degree is required.    

  • MBA and/or Chartered Financial Analyst, and advanced professional degree highly desirable.  

  • 10+ years of investment experience.  

  • Proficiency in Microsoft suite of products: Excel, PowerPoint, Word.   

  • Experience with MPI Stylus, MorningStar Direct, and Salesforce are preferred.  

  • Ability to work in a fast paced and evolving environment with a team as well as independent contributor.  

  • Excellent written and verbal communication skills with demonstrated ability to effectively manage large meetings and deliver presentations.  

  • Proven, in-depth industry knowledge and working knowledge of project management and marketing communications.  

  • Licensure Requirements: FINRA Series 6 and 63.  Series 7 preferred.  

#LI-JS1

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.

$127,160 - $178,320 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

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.

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.

Misuse of Voya's name in fraud schemes

Top Skills

Excel
Microsoft Powerpoint
Microsoft Word
Morningstar Direct
Mpi Stylus
Salesforce

Voya Financial Braintree, Massachusetts, USA Office

30 Braintree Hill Office Park, Braintree, MA, United States, 02184

Similar Jobs

22 Hours Ago
In-Office
Atlanta, GA, USA
Junior
Junior
Big Data • Cloud • Fintech • Financial Services • Conversational AI
The role involves client reporting, supporting marketing collateral, managing data analytics, and enhancing operations, requiring strong communication and data management skills.
Top Skills: MS OfficePythonVBA
22 Hours Ago
In-Office
Atlanta, GA, USA
118K-189K Annually
Junior
118K-189K Annually
Junior
Cloud • Fintech • Food • Information Technology • Software • Hospitality
The role involves supporting new business acquisition in emerging markets, conducting product demos, creating contracts, and following up on leads, leveraging fluent Korean and English to communicate effectively with customers and internal teams.
Top Skills: Salesforce
22 Hours Ago
In-Office
Columbus, GA, USA
300K-317K Annually
Junior
300K-317K Annually
Junior
Other • Professional Services • Retail
The Sales Closer will sell Leaf Filter products through pre-scheduled appointments, earning commission with no cold calling. This role offers flexible hours and the potential for high earnings.

What you need to know about the Boston Tech Scene

Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.

Key Facts About Boston Tech

  • Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
  • Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
  • Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
  • Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account