Voya Financial · 4 months ago
Manager, Consultant Databases & RFP Data
New York, NY
Full-time
Hybrid
Mid, Senior Level
$100K/yr - $120K/yr
5+ years expVoya Financial is committed to fighting for everyone's opportunity for a better financial future. They are seeking a highly motivated Manager for Consultant Databases & RFP Data to oversee Voya profiles and products within Institutional Consultant Databases, collaborating with various teams to ensure data quality and support RFP processes.
Financial Services
Responsibilities
Ensure quality profiles are represented within consultant databases, including continuing periodic profile reviews by collaborating with product-specific SMEs to ensure appropriate data and language is represented in profiles
Facilitate periodic (quarterly/monthly) consultant database updates by collaborating with various teams to gather data. Work with respective teams/software to ensure data is loaded into consultant databases supplying complete, accurate, and timely: performance, characteristics, personnel, AUM & accounts data for upload
Answer various ad hoc questions/requests regarding the consultant databases from internal/external clients. Manage ongoing improvement on database profiles across all Voya products
Manage the Consultant Database Analysts/Associate members dedicated to supporting this role
Support RFP, Sales, and Consultant Relations by completing RFP and Consultant requests for AUM and portfolio data in a consultative manner, ensuring knowledge of the purpose, opportunity, prospect, etc., to best position the data and ensure a complete understanding by our stakeholders
Assist in maintaining periodic data required for RFP submissions, Due Diligence Questionnaires, and industry surveys. Data includes characteristics, AUM, and personnel data. Ensure appropriate footnotes are added and vetted for permissible use
Establish proper reviews of data to verify accurate data is being provided in consultant databases and RFPs
Ensure constant evaluation aimed at streamlining processes by creating more efficient methods of gathering, sorting, and accessing data
Able to lead projects, partner, and work collaboratively in a team environment. This includes ongoing communication and partnership with the RFP Team, Sales, Product Management, Portfolio Specialists, Consultant Relations Team members, and other internal partners to drive strategic priorities. Additionally, collaboration with technical teams on solutioning for data requirements will be critical in the success of this role
Qualification
Required
Minimum five years of experience asset management with at least 3 years of specific experience related to consultant database management or RFP process
Bachelor's degree in related field preferred or equivalent work experience
Strong data and project management experience, with a proven ability to apply strategic and critical thinking when developing/enhancing processes and systems
Detail-oriented person who places a high priority on accuracy
Demonstrated experience working in an environment with multiple tasks and strict deadlines, with flexibility to adapt to frequently changing priorities
Robust technology skill set with proficiency in process improvement a demonstrated ability to learn and master new technology
Excellent communication, interpersonal and teamwork skills. Ability to collaborate across teams and develop strong relationships
Intermediate to advanced Excel skills required; SQL skills preferred
Preferred
Bachelor's degree in related field preferred or equivalent work experience
SQL skills preferred
Benefits
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
Company
Voya Financial
Voya Financial is a financial services company that specializes in the fields of retirement, investments, and insurance.
5001-10000 employees
H1B Sponsorship
Voya Financial has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (4)
2023 (2)
2022 (1)
2021 (5)
2020 (1)
Funding
Current Stage
Public CompanyTotal Funding
unknown2018-06-01Acquired
2013-05-02IPO
Leadership Team
Heather Lavallee
CEO
Michael Katz
Executive Vice President, Chief Financial Officer
Recent News
2026-01-16
2026-01-09
Coverager - Insurance news and insights
2025-12-24
Company data provided by crunchbase