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VP, Funds & Partner Strategy – Wealth Management

Job in Greenwich, Fairfield County, Connecticut, 06831, USA
Listing for: Jobtailor
Full Time position
Listed on 2026-08-17
Job specializations:
  • Finance & Banking
    Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 250000 - 420000 USD Yearly USD 250000.00 420000.00 YEAR
Job Description & How to Apply Below
  • Define and execute the strategic vision for Voya's Retirement and Wealth Management investment funds ecosystem, and strategic partner relationships.
  • Provide executive leadership for Retirement and Wealth Management products, including Voya Financial Advisors (VFA), third-party investment products, managed account solutions, mutual funds, ETFs, advisory platforms, and related investment solutions.
  • Serve as the primary leader responsible for third party investment partners strategy, funds management, partner governance, and commercial relationships across Wealth Management.
  • Drive platform economics, and long-term business growth through effective management of strategic investment partners and platform optimization.
  • Work closely with Wealth Management, Retirement, Distribution, Investment Management, Finance, Operations, Technology, Compliance, and external asset management firms.
  • Ensure Voya maintains a market-leading investment platform that delivers value for advisors, clients, and shareholders.
  • Develop and execute a comprehensive partner strategy that strengthens Voya's position within the investment management community while supporting client and advisor goals.
  • Lead partner onboarding, due diligence, governance, performance reviews, and relationship management activities.
  • Develop innovative partnership models, engagement programs, and strategic initiatives designed to deepen relationships and enhance business growth opportunities.
Requirements
  • 15+ years of progressive leadership experience in wealth management, investment management, financial services, or asset management.
  • Deep expertise in investment products, mutual funds, ETFs, managed accounts, advisory platforms, funds distribution, and wealth management operating models.
  • Demonstrated experience managing large-scale product platforms and strategic partner ecosystems supporting significant assets under management or administration.
  • Proven success developing and executing strategic partnerships with investment managers, asset management firms, custodians, platform providers, and distribution organizations.
  • Strong understanding of investment product economics, revenue-sharing arrangements, platform fees, distribution agreements, and commercial negotiations.
  • Demonstrated ability to lead product platform rationalization, governance, and optimization initiatives.
  • Experience developing multi-year strategic plans that drive revenue growth, advisor engagement, client adoption, and profitability.
  • Proven ability to influence senior executives and drive results in highly matrixed organizations.
  • FINRA Series 7, 24 and 65 or 66 required.
  • CFA designation preferred.
Core Competencies

Demonstrates extensive leadership in Wealth Management and Investment Management, with a focus on strategic partnerships, product platform optimization, and revenue growth. Proven ability to manage complex investment ecosystems and drive business results through innovative engagement strategies.

Highest-signal resume keywords
  • 15+ Years Leadership Experience
  • Investment Product Expertise
  • Strategic Partnership Development
  • Product Platform Management
  • FINRA Series 7, 24, 65 or 66
ATS Optimization Keywords Hard Skills
  • Investment Products
  • Mutual Funds
  • ETFs
  • Managed Accounts
  • Advisory Platforms
  • Funds Distribution
  • Revenue-Sharing Arrangements
  • Commercial Negotiations
  • Product Platform Rationalization
  • Governance Initiatives
Soft Skills
  • Influencing Senior Executives
  • Driving Results
  • Relationship Management
Certifications & Qualifications
  • FINRA Series 7
  • FINRA Series 24
  • FINRA Series 65
  • FINRA Series 66
  • CFA Designation
Industry Keywords
  • Wealth Management
  • Investment Management
  • Financial Services
  • Asset Management
  • Platform Economics
  • Advisor Engagement
  • Client Adoption
  • Profitability
  • Third-Party Investment Partners
  • Commercial Relationships
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