VP, Technology (Retail Wealth) jobs in United States
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Voya Financial · 14 hours ago

VP, Technology (Retail Wealth)

Voya Financial is dedicated to providing opportunities for a better financial future. The VP of Technology will shape the strategic vision for Voya’s Wealth Management platform, managing technology strategy and roadmap while collaborating with various stakeholders to ensure alignment with business and customer outcomes.

Financial Services
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H1B Sponsor Likelynote

Responsibilities

Help shape the retail product platform vision with customer-centricity and define the business value; Develop business cases for further investment, including assessment of potential revenue, implied investment, and OKRs
Collaborate with and manage internal stakeholders (business and technology leaders) to regularly gather feedback and refine the future of the product, factoring in business priorities, pacing, risk management, funding, scope parameters
Collaborate with external stakeholders (e.g., customers, vendors, suppliers) to identify customer requirements, assess impacts on other data, systems, products, services, and compare costs and benefits alongside available technologies and processes to recommend a path forward
Scope the minimum viable product considering existing resource constraints and sustained product development; build product backlog and prioritize it based on iterative business value
Lead the development and execution of product launches, refinements, and iterations (e.g., cash, robo-advisory, brokerage)
Lead the development and execution of technology projects, including application development, automation, and database PL/SQL programing
Manage individuals, and/or teams with higher level technology professionals to ensure results meet customer expectations and adhere to internal IT standards, methodologies, and strategies
Build relationships outside of product management to organically begin connecting the dots across the Voya and solidifying a cohesive GTM for the WM Platform, ensuring that we are all working in lock step towards one
Manage client insights to understand evolving needs, preferences, and behaviors, using this data to enhance the digital experience and influence positive commercial outcomes
Identify and raise dependencies and roadblocks to sponsors and leadership to obtain assistance as required
Own defined set of business KPIs for the team; Develop and manage business plan(s) and budget(s) for functional areas; identify resource needs and develop supporting justifications for them; oversee overall success of managed team
Ensure adherence to all regulatory and data privacy requirements / guidelines for systems and data across all business functions
Provide functional onboarding for new team members
Continue to enhance RWM business and product domain knowledge by participating in educational opportunities, reading professional publications, and partnering professional organizations
Keep up to date with emerging trends and technologies in the RWM (specifically Broker-Dealer, RIA, and Asset Management), Retirement, Workplace Benefits and recommend changes and improvements as needed
Work under minimal supervision, with extensive latitude for the use of initiative, independent judgment and building the consensus with multiple teams
Other duties as assigned

Qualification

Wealth Management expertiseProduct Management experienceTechnical project managementVendor managementFINRA certificationsTechnical integration patternsCloud technologies (AWS/Azure)DevSecOps conceptsData analytics platformsBusiness acumenLearning agilityCustomer focusCritical thinkingTeam mentality

Required

Bachelor's degree in finance, computer science, mathematics, engineering, or information systems; master's degree a plus
Overall, 15 or more years of progressive experience in Product Management, with 5 or more years of experience in leadership/management role within the RWM industry as preferrable
FINRA SIE (Securities Industry Essentials) and Series 99 (Operations Professional) or must be obtained within 120 days of employment
Demonstrated success in multiple major products, translating customer needs to business value at the team level; expert level experience developing and monitoring delivery of efficient and effective solutions to diverse and complex business problems
Solid understanding of retail advice and brokerage landscape and potential vendors (e.g., Apex Fintech, BNY Pershing, Schwab Wealth, Envestnet); Ability to identify industry dynamics and competitors move on an ongoing basis, with capability to develop, own, and drive innovative ideas with the team
Strong technical and management ability to lead a delivery team (onshore/offshore), offering clear direction on highest priorities to guide the team
Strong technical understanding integration patterns such as APIs, Batch processing, Webhooks, and Single Sign-On (SSO) for Wealth Management (WM) platform providers like Pershing Wove, Orion Connect, and Envestnet
Knowledge of billing and commission systems for fee-based accounts managed on UMA/SMA platforms like Orion Eclipse trading
Effective at aligning stakeholders with teams in prioritization and strategy, while fostering communication between interdependent teams
Strong understanding of DevSecOps concepts with automation
Expert level knowledge of existing, new, and emerging technologies and being able to apply them to new business designs and business models
Understanding of wealth technologies to facilitate modern data analytics platforms to support Data Visualization, Traditional Reporting, Advanced Analytics and Operational Data Stores; ability to apply WM trends to new business designs and business models
Demonstrate problem-solving and critical-thinking skills
Ability to clearly communicate / present technical information to technology and business leaders

Preferred

Preferably having a good understanding of AWS or Azure
Preferably had development and coding experience in one or more technologies such as Salesforce, Microsoft .Net VB.Net/C# .Net, Microsoft SQL Server, Oracle, Web API, Microservices, Java Spring Boot, and Containerized platform like OpenShift and/or Pivotal Cloud Foundry
Understanding of industry standards like Pershing, FINRA/SEC, LIMRA, DTCC/NSCC, Morningstar, SMA/UMA, and Advisory Platform will be considered big plus
Understanding of financial services industry domains – Retirement, Workplace Solutions, Group Benefits, Wealth Management will be big plus for this role

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

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Voya Financial is a financial services company that specializes in the fields of retirement, investments, and insurance.

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 Company
Total Funding
unknown
2018-06-01Acquired
2013-05-02IPO

Leadership Team

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Michael Katz
Executive Vice President, Chief Financial Officer
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Company data provided by crunchbase