About the Role
The Head of Product and Partner Strategy, Wealth Management is responsible for setting the product strategy, governance, and partner ecosystem across Voya’s Wealth Management business. This role owns the full WM product portfolio, including VFA, third‑party investment products, and all product partner relationships, with accountability for product performance, economics, and client relevance. The role serves as a senior leader and connector across distribution, investment management, operations, and external partners.
Responsibilities
- Own the end‑to‑end Wealth Management product strategy, including proprietary and third‑party products, platforms, and solutions, with responsibility for product vision, positioning, and lifecycle management.
- Provide executive oversight of all Wealth Management products, including VFA, ensuring alignment to client needs, advisor experience, and firm‑wide strategic priorities.
- Lead and oversee all product partner relationships, including third‑party asset managers, sub‑advisors, platform providers, and strategic distribution partners.
- Drive improved operating margins and product economics through partner negotiations, pricing discipline, and a holistic view of enterprise value creation.
- Lead negotiations for third‑party revenue agreements, sub‑advisory fees, mutual fund distribution arrangements, retail managed account solutions, and other investment partnerships, as applicable.
- Partner closely with Wealth Management and Retirement business leaders to understand growth strategy, client segments, and product priorities.
- Partner closely with Distribution leaders to align products to sales priorities and advisor needs.
- Partner closely with Product teams to set roadmaps and investment focus.
- Partner closely with Investment Services and Investment Management to ensure appropriate product construction and fund availability.
- Establish and monitor analytics and performance metrics across the WM product ecosystem, including partner concentration, revenue contribution, client adoption, and risk exposure.
- Lead product and partner governance frameworks, including onboarding of new investment companies, platform integrations, and ongoing relationship management, ensuring a seamless end‑to‑end experience from a client and advisor perspective.
- Coordinate with marketing, sales enablement, and wholesaler teams to support product education, thought leadership, and value‑added programs for advisors and clients.
- Build, lead, and develop a high‑performing team responsible for product management, partner relationship management, analytics, and administration across the Wealth Management product portfolio.
Requirements
- 15+ years of leadership experience in wealth management or financial services, with deep exposure to investment products including mutual funds, managed accounts, and advisory platforms.
- Demonstrated experience leading enterprise‑level product portfolios and managing complex third‑party partner ecosystems.
- Strong understanding of wealth management distribution models, advisor needs, and client segments.
- Proven ability to negotiate complex commercial agreements and improve product and partnership economics at scale.
- FINRA Licenses: 7, 24, 65 or 66 required.
- CFA would be a plus.
- Demonstrated success operating in a matrixed environment, influencing across business lines and senior stakeholders.
- Track record of providing thought leadership and shaping product strategy at the executive level.
- Ability to build and sustain long‑term strategic relationships with internal leaders and external partners.
Skills
- Customer Focused
- Critical Thinking
- Team Mentality
- Business Acumen
- Learning Agility
Experience Level
- 15+ years of leadership experience
Salary/Compensations
- $0 - $0 USD
Benefits
- Health, dental, vision and life insurance plans
- 401(k) Savings plan – with generous company matching contributions (up to 6%)
- Voya Retirement Plan – employer paid cash balance retirement plan (4%)
- Tuition reimbursement up to $5,250/year
- Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.
- Paid volunteer time — 40 hours per calendar year
About the Company
- 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.
Equal Opportunity
- Voya Financial is an equal-opportunity employer.
- Voya Financial provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any other status protected by state or local law.
- Voya is committed to the inclusion of all qualified individuals.
- As part of this commitment, Voya will ensure that persons with disabilities are provided reasonable accommodations.
- If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please reference resources for applicants with disabilities.
