VP, Funds & Partner Strategy – Wealth Management
Job in
New Haven, New Haven County, Connecticut, 06540, USA
Listed on 2026-08-17
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-17
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant
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.
- 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.
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
- Investment Products
- Mutual Funds
- ETFs
- Managed Accounts
- Advisory Platforms
- Funds Distribution
- Revenue-Sharing Arrangements
- Commercial Negotiations
- Product Platform Rationalization
- Governance Initiatives
- Influencing Senior Executives
- Driving Results
- Relationship Management
- FINRA Series 7
- FINRA Series 24
- FINRA Series 65
- FINRA Series 66
- CFA Designation
- 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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