Voya
Financial Services
TeamManager,WealthManagement
“Team Manager, Wealth Management at Voya. Skills: Leadership, Team Management, Sales Management, Client Relationship Management, Financial Advisory. Lead a team of financial advisors. Advisor development”
What You'll Achieve.
Improve team performance; Strengthen client relationships; Improve client outcomes; Drive asset retention and sales growth
Industry & Context.
Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.
What They're Looking For.
Must Have
FINRA licenses (SIE, Series 7, 66 or 63/65 and Series 9/10 and/or Series 24)
Nice to Have
Advanced degrees or designations (MBA, CFP, CFA, CRPC)
What You'll Do.
Lead a team of financial advisors
and capabilities for long-term success
Champion a discovery-first
consultative approach
Coach advisors on fiduciary and advisory standards
Drive asset retention and sales growth
personalized coaching to advisors
Support advisors in pursuing additional licenses and professional development
Create stretch opportunities for advisors
Act as a connector between advisor aspirations and organizational priorities
Operate with a business-owner mindset
Identify opportunities to improve performance
and advisor effectiveness
Contribute to planning and strategic initiatives
Ensure oversight of compliance
and supervisory responsibilities
Use data and performance insights to guide coaching
identify emerging talent
and inform decision-making
How You'll Work.
Team & Collaboration
Partnering effectively to drive our culture and execute on our common goals.
Applying for this Team Manager, Wealth Management role?
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