AVP, Sr Planning and Strategy - Retirement Relationship 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.

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Position Summary

The Strategy & Planning Lead for Retirement Relationship Management (RM) is a senior individual contributor role that partners with RM leadership to drive strategic planning, performance insights, and cross-functional execution. This role blends data-driven analysis, strategic problem solving, and executive-ready communications to help the RM organization deliver against core priorities—such as profitable retention, growth enablement, and enterprise collaboration.
The successful candidate is a fast learner who thrives in a fast-paced, high-priority environment, can quickly assess tradeoffs, and is trusted to represent RM in leadership-level discussions.

Key Responsibilities

Strategic Planning & Business Management

Take ownership of the annual and quarterly business planning rhythm for Relationship Management (RM), setting objectives, success measures, workstreams, and executive reporting. Collaborate with RM leadership to convert enterprise priorities into actionable strategies that drive profitable retention and growth. Maintain strategy roadmaps with clear dependencies, milestones, and stakeholder alignment.

Data Analysis, Insights & Performance Storytelling

Analyze performance and operational data to uncover trends, risks, and opportunities, offering clear recommendations and executive-level narratives for decision-making. Develop dashboards, scorecards, and recurring performance reports for RM leadership, emphasizing concise visuals and actionable takeaways. Provide structured support for risk identification and mitigation planning.

Executive Communications & Presentation Development

Produce leadership-ready PowerPoint materials—including strategy decks, operating reviews, business updates, and partner readouts—with compelling storylines, crisp visuals, and minimal revisions. Represent RM leadership as needed, confidently communicating the team’s strategy, priorities, and progress in senior forums.

Product Distribution Strategy & Cross-Functional Enablement

Design and implement strategies to accelerate product distribution through RM influence and coordinated partner execution. Serve as the RM team’s representative to key business partners (Sales, Marketing, Product, Digital), fostering alignment and integrated go-to-market motions such as coordinated calendars, enablement, and roadmap awareness. Identify stakeholder friction points and develop solutions to enhance RM execution and client outcomes.

RM Incentive Program Support

Assist in the design, governance, communication, and performance analysis of RM incentive programs, including activity-based structures and results measurement. Prepare timely and accurate incentive status reports to keep stakeholders informed on progress and outcomes.

Governance, Recordkeeping & Operational Discipline

Establish and oversee repeatable processes for recordkeeping, documentation, decision logs, action-item tracking, and materials management to ensure continuity and auditability. Maintain a strong operating cadence across multiple priorities, ensuring deliverables are tracked, deadlines are met, and stakeholders remain informed.

Prioritization & Rapid Response

Independently manage incoming requests by assessing urgency and impact, prioritizing workload to meet tight deadlines in a fast-paced setting. Seamlessly trans