AVP, Investment Solutions Consultant

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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Profile Summary:  

Results-driven AVP, DC Investment Solutions Consultant with over 10 years of experience delivering strategic investment insights and solutions to clients. Adept at positioning tailored investment strategies that align with client objectives, regulatory requirements, and market conditions. Proven ability to build strong, consultative relationships with plan sponsors, advisors, consultants and internal stakeholders to drive growth and retention opportunities across emerging, mid, large, and government market segments. Serves as a primary investment contact for new business and existing clients.   

Profile Description:   

• Assess and evaluate client investment needs, monitor performance, and propose optimal investment solutions.  

• Pursue cross-sell investment initiatives and expand the share of Voya Investment Solutions within existing client base and with new prospects and clients.   

• Provide clients, prospects, advisors and consultants with ongoing investment support and updates on specific investment strategies to include philosophy, process and performance, financial market commentary, and economic trends and insights.  

• Participate in client investment reviews at quarterly/bi-annual and annual meetings.   

• Provide education on key topics/themes to assist clients with making informed decisions  

• Participate in sales process as needed engage in new business efforts such as due diligence presentations, and consultant meetings.  

• Partner with internal constituents and participate in strategy calls with Sales, Sales Support, RFP Specialists, Product, and other SMEs as needed for specific product positioning support  

• Participate in investment strategy meetings with Portfolio Management teams.   

• Create and maintain investment information reports for assigned clients in market segments.  

• Responsible for handling time sensitive complex client requests and assessing appropriate investment solutions.    

• Provide insights into the development of new products and services.    

• Other duties as assigned.  

• Travel up to 20%   

Qualifications Include:  

• Bachelor’s Degree is required.    

• MBA and/or Chartered Financial Analyst, and advanced professional degree highly desirable.  

• 10+ years of investment experience.  

• Proficiency in Microsoft suite of products: Excel, PowerPoint, Word.