Strategic Initiatives Lead, Wealth Management jobs in United States
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Voya Financial · 22 hours ago

Strategic Initiatives Lead, Wealth Management

Voya Financial is committed to providing financial opportunities for everyone, and they are seeking a Strategic Initiatives Lead to support key Retail Wealth Management initiatives. This role will focus on defining and executing growth and efficiency strategies within the business while collaborating across various teams.

Financial Services
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H1B Sponsor Likelynote

Responsibilities

This role will support the Head of Business Development to define and execute on high-impact growth and efficiency initiatives across the Retail Wealth Management business
This role will work dynamically across the broader organization to optimize for engagement and mutually beneficial outcomes with other Voya business units

Qualification

Financial services experienceStrategic initiativesProject managementAnalytical skillsMicrosoft Office proficiencyCollaboration skillsMBAAdvanced degreeTeam orientationCommunication skillsProblem-solving capabilities

Required

5+ years' work experience in financial services organizations
Excellent project management skills, top tier consulting experience is a plus
Superb work ethic, attention to detail, team orientation, and commitment to excellence
Proven track record when working with uncertainty and successfully delivering large, complex, and strategic initiatives (not IT implementations)
Outstanding collaboration skills and ability to partner and effectively influence across a variety of senior stakeholders
Flexibility and the skill to both lead and contribute to teams are musts
Exceptional analytical, communication, conceptual thinking, problem-solving capabilities
Applicants must have exceptional analytical, communication, conceptual thinking, project management and problem-solving capabilities
Ability to thrive in a fast-paced work environment and simultaneously managing several programs using program management best practices

Preferred

MBA or other advanced degree is preferred
Understanding of the retail wealth management and/or asset management industry is a plus

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