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VP, Retail Wealth Technology

VP, Retail Wealth Technology

Voya Financial, Inc.Boston, MA, United States
3 days ago
Job type
  • Full-time
Job description
  • 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.
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  • This is an exciting opportunity to help shape the strategic vision for Voya’s Wealth Management (RWM) platform and manage the go-forward technology strategy & roadmap.
  • This role requires a deep understanding of the
  • Wealth Management and Brokerage / Custody platforms
  • , to support both advisor-led and digital self-service functions. In addition, this role must have a strong understanding of the supporting tech & ops required to win, including a robust knowledge of the current tech vendor landscape and nuances of front, middle, and back-end.This individual will be accountable for proactively leading the holistic retail platform strategy inclusive of technology, go-to-market, operations, and monetization models. This role will involve building close relationships with the senior leadership team, business partners (e.g., IT, Ops) and third-party partners to ensure that the team’s efforts are aligned with the strategic business and customer outcomes.This individual is responsible for managing interdependence across the organization while identifying, building and managing strategic partnerships. This individual will work closely within the team to ensure business value and user feedback is translated into new development when necessary. There will be specific business objectives based on the areas of product focus, with the Product Manager bringing industry insights as relevant (e.g., proprietary versus vendor builds, digital versus advisory retail wealth offerings, etc.).
  • Profile Description :
  • 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
  • Knowledge & Experience :
  • 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
  • Preferably having a good understanding of AWS or Azure,
  • Strong understanding of DevSecOps concepts with automaton
  • Expert level knowledge of existing, new, and emerging technologies and being able to apply them to new business designs and business models.
  • 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 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

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