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VP, Senior Regional Director - Intermediary
VP, Senior Regional Director - IntermediaryVoya Financial • San Francisco, CA, United States
VP, Senior Regional Director - Intermediary

VP, Senior Regional Director - Intermediary

Voya Financial • San Francisco, CA, United States
30+ days ago
Job type
  • Part-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.

Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage – Apply Now

Get to Know the Opportunity

The ideal Senior Regional Director (SRD) candidate will be a successful, polished, and highly motivated professional with an established track record of raising assets within the Intermediary channel. The candidate must possess the highest professional standards to represent Voya Investment Management in the Northern California Region. It is preferred that this candidate will have deep experience selling to RIAs, as well as Wirehouse and Independent Broker Dealers. This candidate will be responsible for territory sales, positive net cash flow, building new relationships and managing existing relationships with advisors in their geographic market. Sales are driven through segmentation of advisors, a consultative sales approach, meetings, conferences, and training workshops.The successful candidate will be expected to have a demonstrated track record of success, and a set of strong and developed client relationships in the Northern California market.

The Contributions You Will Make

  • Strategically plan and manage resources to maximize territory sales using industry and firm data, and prioritizing advisors.
  • Develop and manage a strong and active pipeline and success record all meeting activity in a timely manner within our CRM.
  • Responsible for budgeting expenses efficiently.
  • Work in conjunction with a Regional Coordinator (internal wholesaler) to drive sales through geographically distinct, or select segmented firms, to identify and foster leads generated from segmentation, referrals, ad campaigns, and territory canvassing.
  • Partner with other lines of business within Voya, such as DCIO, Workplace Solutions and NQDC to drive synergies and enhance firm enterprise value.
  • Travel required, including overnight stays, where applicable.
  • Minimum of 20-25 appointments per week in the field conducting one on one meetings, presentations and attending conferences; virtual meetings are permitted when requested.
  • Territory is Northern California.

Minimum Knowledge and Experience :

  • 8+ years of sales experience wholesaling mutual funds, SMAs and Alternative products in territory.
  • Established a successful track-record of consultative selling of Open-End Funds, SMAs, private and public alternative investments.
  • Proven ability to grow a territory as measured by sales and persistency of business over multiple years.
  • Experience selling to RIAs in geographic market is required.
  • Strong organizational and technical skills required, as well as the ability to quickly grasp new concepts.
  • Exceptional presentation skills.
  • A collaborative team-player with a strong ability to work independently and ability to communicate clearly and concisely. This candidate will partner internally with the DCIO, Workplace Solutions and NQDC businesses to deliver enterprise value.
  • Thorough knowledge of sales and marketing principles and practices.
  • Series 7, 66 licenses required.
  • Candidate must reside in territory.
  • #LI-BMS

    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.

    $125,000 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
  • Learn more about Voya benefits (download PDF)

    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.
  • Learn more about Critical Skills

    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 .

    Misuse of Voya's name in fraud schemes

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