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Manager, Consultant Databases & RFP Data

Manager, Consultant Databases & RFP Data

Voya FinancialAtlanta, GA, US
12 days ago
Job type
  • Part-time
Job description

Join Voya Investment Management

Together we fight for everyone's opportunity for a better financial future. We will do this together with customers, partners, and colleagues. We will fight for others, not against : We will stand up for and champion everyone's access to opportunities. The status quo is not good enough we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action. We are committed to a work environment where the differences that we are born with and those we acquire throughout our lives are understood, valued, and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients, and enrich our communities is essential to our vision.

Are you ready to join a company with a strong purpose and a winning culture? Start your voyage

Get to Know the Opportunity

Voya Investment Management is seeking a highly motivated and analytical individual to join our Investment Data & Analytics Team as Manager, Consultant Databases & RFP Data. In this role, you will be responsible for the Voya profiles & products within Institutional Consultant Databases, as well as data provided in RFPs and Due Diligence Questionnaires. You will collaborate closely with Client Portfolio Managers (CPMs), RFP team members, Sales & Distribution, and data providers to gather, verify, and organize data on various products and strategies. The ideal candidate will have a keen attention to detail, strong organizational skills, and a passion for the marketing of our products and strategies through consultant databases and RFPs in the investment domain. Successful candidates will bring a passion for process improvement through technology solutions to unlock productivity and efficiencies.

The Contributions You Will Make

  • Consultant Databases : 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.
  • Recurring Updates : 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.
  • Consultant Database Review : 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 & Support : Manage the Consultant Database Analysts / Associate members dedicated to supporting this role.
  • Data Support for Sales & Distribution : 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.
  • RFP Requests & DDQs : 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.
  • Data Quality : Establish proper reviews of data to verify accurate data is being provided in consultant databases and RFPs.
  • Process Improvement : Ensure constant evaluation aimed at streamlining processes by creating more efficient methods of gathering, sorting, and accessing data.
  • Team Collaboration : 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.

Minimum Knowledge and Experience

  • 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.
  • Location : Atlanta, GA preferred; New York City Hybrid as potential consideration

    Compensation Pay Disclosure : Voya is committed to pay that's fair and equitable, which means comparable pay for comparable roles and responsibilities. The below annual base salary range reflects the expected hiring range(s) for this position in the location(s) listed. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and / or long-term incentives) based on the role to reward the achievement of annual performance objectives. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Voya Financial is willing to pay at the time of this posting. Actual compensation offered may vary from the posted salary range based upon the candidate's geographic location, work experience, education, licensure requirements and / or skill level and will be finalized at the time of offer. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. $100,000 to $120,000 USD

    Be Well. Stay Well. Voya provides the resources that can make a difference in your lives. To us, this means thriving physically, financially, socially, and emotionally. Voya benefits are designed to help you do just that. That's why we offer an array of plans, programs, tools, and resources with one goal in mind : To help you and your family be well and stay well.

    What We Offer

  • 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
  • Critical Skills At Voya, we have identified the following critical skills which are key to success in our culture :

  • Customer Focused : Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
  • Critical Thinking : Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.
  • Team Mentality : Partnering effectively to drive our culture and execute on our common goals.
  • Business Acumen : Appreciation and understanding of the financial services industry in order to make sound business decisions.
  • Learning Agility : Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.
  • 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.

    Reasonable Accommodations Voya is committed to the inclusion of all qualified individuals. As part of this commitment, Voya will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and / or to receive other benefits and privileges of employment, please reference resources for applicants with disabilities.

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