Senior Regional Director - Private Equity
Voya FinancialAbout the role
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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Get to Know the Opportunity
The role works specifically within Voya Investment Management’s Wealth Management Channel with a primary focus on the Private Wealth & Advisory (PWA) business, partnering closely with the generalist salesforce within the channel. The PWA business is responsible for selling Voya Investment Management's strategies into the RIA/MFO, SFO, Private Bank, and select Institutional Consultants. This position focuses on selling private equity products to advisor teams and other intermediaries with $250MM - $10B+ in AUM/AUA, with the goal of significantly increasing assets under management for Voya’s boutique Private Equity offering, the Pomona Investment Fund (“PIF”). PIF is managed by Voya’s private label private equity arm, Pomona Capital. Pomona Capital was established in 1994 and manages over $12B in capital commitments across several private equity strategies. We will collaborate with the Digital team to explicitly state West/Southwest on the social media front.
The Contributions You Will Make
Organize and expand a successful business plan for marketing and sales into the HNW Advisor market targeting RIAs and Private Banking platforms with $250MM - $10B+ in AUM/AUA (and opportunistically the entire Wealth Management Channel, which would also include the Advisor Channel, who sell into the wirehouse and IBD firms).
- Grow assets through winning new mandates and by securing additional mandates from current clients.
- Effectively communicate the investment style, strategies, vehicle, and performance, as well as portfolio positioning, to prospective clients, and function as a proxy for the portfolio management team both to clients as well as serve as a product specialist to the rest of the Voya Wealth Management distribution team.
- Determine the proper team members, agenda, and materials necessary for all presentations involving other firm professionals.
- Accurately and successfully represent the firm to the market via various public forums.
- Participate in periodic strategic targeting and sales projection planning sessions.
- Serve as a competent representative for national and regional conferences as well as with targeted home offices.
Minimum Knowledge & Experience:
- Experience selling alternative assets.
- Strong academic background including an advanced degree such as an MBA or a professional certification such as CFA, CFP, CPWA or CIMA strongly preferred.
- Minimum of 7 years of experience in a sales role at another investment management firm.
- Series 7 and 63/65 or 7 and 66 licenses required.
- Extensive and current contacts with the broker-dealer and RIA community.
- Successful track record raising assets within the alternative asset space.
- Willingness and ability to travel extensively, manage pipeline and maintain CRM updates with call notes to inform and collaborate with the team.
- Excellent interpersonal skills and team orientation.
- High degree of initiative, results-orientation and entrepreneurial attitude.
- Excellent communication and presentation skills and an ability to explain and discuss sophisticated investment products and investment strategy.
- Must be comfortable with building long-term relationships and driving "finals" presentations and have a keen understanding of the sales cycle.
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Compensation Pay Disclosure:
Voya is committed to pay that’s fair and
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