VP, Funds & Partner Strategy, Wealth Management
Voya Financial · Boston, MA · 2 days ago
FinanceFull-time
Responsibilities
- Lead and oversee all Wealth Management product partner relationships, including asset managers, mutual fund companies, sub-advisors, platform providers, custodians, strategic distribution partners, and investment solution providers.
- Develop and execute a comprehensive partner strategy that strengthens Voya's position within the investment management community while supporting client and advisor goals.
- Serve as the senior executive relationship owner for key strategic partners, fostering executive-level engagement and long-term value creation.
- Lead partner onboarding, due diligence, governance, performance reviews, and relationship management activities.
- Develop innovative partnership models, engagement programs, and strategic initiatives designed to deepen relationships and enhance business growth opportunities.
- Drive the overall economics of the Wealth Management product ecosystem, including distribution arrangements, revenue-sharing agreements, platform fees, sponsorship programs, and other strategic partnership initiatives.
- Lead negotiations involving product access, distribution rights, commercial arrangements, revenue opportunities, sub-advisory relationships, and strategic partnership agreements.
- Identify opportunities to improve product profitability, partner economics, platform efficiency, and enterprise value creation.
- Develop business cases supporting new products, investment platform enhancements, strategic partnerships, and technology investments.
- Partner closely with Wealth Management, Retirement, Distribution, Investment Management, Marketing, Finance, Operations, Compliance, Legal, and Technology teams to ensure alignment of product and partnership strategies.
- Coordinate product education, thought leadership, advisor engagement programs, conferences, and partner-facing initiatives that improve market visibility and advisor adoption.
- Build and lead a high-performing team responsible for product management, strategic partnerships, funds governance, analytics, and platform administration.
Requirements
- 15+ years of progressive leadership experience in wealth management, investment management, financial services, or asset management.
- Deep expertise in investment products, mutual funds, ETFs, managed accounts, advisory platforms, funds distribution, and wealth management operating models.
- Proven success managing large-scale product platforms and strategic partner ecosystems supporting significant assets under management or administration.
- Strong understanding of investment product economics, revenue-sharing arrangements, platform fees, distribution agreements, and commercial negotiations.
- Demonstrated ability to lead product platform rationalization, governance, and optimization initiatives.
- Experience developing multi-year strategic plans that drive revenue growth, advisor engagement, client adoption, and profitability.
- Proven ability to influence senior executives and drive results in highly matrixed organizations.
- FINRA Series 7, 24 and 65 or 66 required. CFA designation preferred.
Qualifications
- Master’s degree in finance, economics, or a related field.
- Experience in financial services, investment management, or related industries.
- Knowledge of regulatory requirements and compliance standards.
- Excellent communication and interpersonal skills.
- Ability to manage multiple projects and priorities simultaneously.
Skills
- Customer Focused
- Critical Thinking
- Team Mentality
- Business Acumen
- Learning Agility
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
- Learn More About Voya Benefits (download PDF)
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.