Wealth Management Training Consultant

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

A requirement of this position is to be in our Greater Boston Office 5 days per week.

Profile Summary:

The Training Consultant will design, develop, and deliver high-impact training that equips financial professionals with the skills, confidence, and knowledge to succeed. They foster an effective, sustainable training environment tailored to the needs of Voya’s Wealth Management business to deliver and measure a consistent end-to-end customer experience while driving sales and retention.

Profile Description:

• Facilitate world-class training programs that prepare new and experienced financial professionals to serve clients through holistic wealth management relationships.
• Design and maintain engaging, modern content that leverages multiple modalities (live sessions, virtual, eLearning, job aids) focused on both financial education and broader advisory skills.
• Function as a coach and mentor to help advisors develop the mindset and behaviors that build trust and long-term relationships with clients.
• Proactively assess, identify, and remediate areas of opportunity to increase speed to proficiency for both new and in-role associates.

• Proactively work with business partners (Wealth Management as well as across Voya) to understand requirements and perform project scoping activities in a collaborative manner.
• Proactively engage 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.
• Contribute to multi-functional teams addressing business needs related to Learning and Development
• Ongoing responsibilities will include, but not limited to:
• Partners with Wealth Management subject matter experts to evaluate service, retention, and sales processes to improve performance by identifying gaps and share best practices.
• Collaborate with business partners to create new and update existing training solutions and appropriate evaluations of skills and knowledge transfer.

Minimum Knowledge & Experience:

• Bachelor’s degree
• FINRA SIE, Series 7, and Series 66 (or 63/65) required
• 5+ years of experience as a field-based or phone-based Financial Advisor or Consultant
• 3+ years of Training experience, both facilitation and instructional/content design
• Detailed knowledge of institutional DC plan features, benefits, and distribution options sufficient to position effective participant outcomes including retention, consolidation, and rollover
• Advanced knowledge of positioning managed accounts (UMA) and financial planning tools
• Experience and knowledge with self-directed investment platforms and offerings.
• Experience and knowledge with robo and auto-rebalancing investment products.
• Experience leading large, complex projects through all phases.
• Strong meeting facilitation skills.
• Knowledge of change management processes and industry best practices
• Excellent verbal and written communication
• Effective presentation and communications style

Preferred Knowledge & Experience

• Life and Health Licenses (Desired)
• Experience with Annuity Sales (Desired)

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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.

$67,700 - $112,850 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.