VP, Technology (Retail Wealth)

About This Role

This role is responsible for shaping the strategic vision and managing the go-forward technology strategy and roadmap for Voya's Wealth Management platform. It requires a deep understanding of Wealth Management platforms and supporting tech/operations, engaging with senior leadership and external partners to align efforts with strategic business and customer outcomes.

Responsibilities

• Shape the retail product platform vision with customer-centricity and define the business value; develop business cases for further investment, including assessment of potential revenue, implied investment, and OKRs
• Collaborate with and manage internal stakeholders (business and technology leaders) to regularly gather feedback and refine the future of the product
• Collaborate with external stakeholders (e.g., customers, vendors, suppliers) to identify customer requirements, assess impacts, and recommend a path forward
• Scope the minimum viable product considering existing resource constraints and sustained product development; build product backlog and prioritize it
• Lead the development and execution of product launches, refinements, and iterations (e.g., cash, robo-advisory, brokerage)
• Lead the development and execution of technology projects, including application development, automation, and database PL/SQL programing
• Manage individuals and/or teams of technology professionals to ensure results meet customer expectations and adhere to IT standards
• Manage client insights to understand evolving needs, preferences, and behaviors, using this data to enhance the digital experience
• Identify and raise dependencies and roadblocks to sponsors and leadership to obtain assistance as required
• Own defined set of business KPIs for the team; Develop and manage business plan(s) and budget(s) for functional areas

Requirements

• 15+ years of progressive experience in Product Management
• 5+ years of leadership/management experience within the RWM industry (preferable)
• Bachelor’s degree in finance, computer science, mathematics, engineering, or information systems
• FINRA SIE and Series 99 (or obtain within 120 days)
• Demonstrated success in multiple major products, translating customer needs to business value
• Solid understanding of retail advice and brokerage landscape and potential vendors
• Strong technical and management ability to lead a delivery team (onshore/offshore)
• Strong technical understanding integration patterns such as APIs, Batch processing, Webhooks, and Single Sign-On (SSO) for WM platform providers
• Knowledge of billing and commission systems for fee-based accounts managed on UMA/SMA platforms
• Effective at aligning stakeholders with teams in prioritization and strategy
• Expert level knowledge of existing, new, and emerging technologies and being able to apply them to new business designs and business models

Qualifications

• Bachelor’s degree in finance, computer science, mathematics, engineering, or information systems
• 15 or more years of progressive experience in Product Management, with 5 or more years of experience in a leadership/management role within the RWM industry

Nice to Have

• Master’s degree
• Good understanding of AWS or Azure
• Development and coding experience in Salesforce, Microsoft .Net VB.Net/C# .Net, Microsoft SQL Server, Oracle, Web API, Microservices, Java Spring Boot, OpenShift and/or Pivotal Cloud Foundry
• Understanding of wealth technologies to facilitate modern data analytics platforms
• Understanding of industry standards like Pershing, FINRA/SEC, LIMRA, DTCC/NSCC, Morningstar, SMA/UMA, and Advisory Platform
• Understanding of financial services industry domains – Retirement, Workplace Solutions, Group Benefits, Wealth Management

Skills

* Required skills

Benefits

Certifications