Implementation/Onboarding Consultant

Posted 7 Hours Ago
Be an Early Applicant
7 Locations
Remote
68K-113K Annually
Senior level
Fintech • Insurance • Financial Services
The Role
Manage the transition of new business to Voya through effective project management. Liaison between clients, prior record-keepers, and internal departments to ensure seamless service delivery. Proactively address customer needs and recommend process improvements, while participating in sales and client presentations.
Summary Generated by Built In

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.

Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage – Apply Now

Get to Know the Opportunity:    
Manage transition of Wealth (Retirement Defined Contribution), new business to Voya through effective project management facilitation, execution, and service delivery.   
Please Note:  Work location for this role is FLEXIBLE! This position allows 100% remote work from home .

The Contributions You’ll Make:    

  • Project manage tasks and deliverables for complex takeovers, communicating all aspects of the  process to interested parties.

  • Liaison between client, prior record-keepers, external parties, and internal departments, delivering a common client experience across Voya. 

  • Demonstrate technical knowledge of multiple products and services to gather all policy provision requirements from customer; Proactively provide alternative solutions and considerations.   

  • Utilize internal databases and systems to manage and complete work tasks.

  • Demonstrate understanding of dependencies, impact, and implications to foster a seamless end to end customer experience. 

  • Address customer needs and deliverables independently in a timely manner; Ability to proactively recognize and mitigate potential escalations.  

  • Recommend process improvements and manage initiatives related to areas of expertise including providing support to new initiatives and products. 

  • Participate in Sales and RFP process including prospective client presentations as appropriate.

Minimum Knowledge & Experience:   

  • 5-10+ years of Wealth (Retirement Defined Contribution) industry experience required

  • 5+ years of Implementation Project management experience required 

  • Knowledge of Microsoft Office Suite including Excel, Word, and PowerPoint is essential

  • Ability to effectively manage and stay current with constant changing priorities, while successfully maintaining oversight for the critical project management functions.

  • This position provides oversight for multiple projects ranging up to 12 months while individually performing day to day work responsibilities.

  • Ability to multitask competing priorities in a fast-paced results-based environment. Organizational and time management skills are essential.

  • Strong interpersonal, consultative and communication skills required 

  • Demonstrate critical thinking and independent problem solving skills  

  • Detail Oriented

  • Self-Starter

Preferred Knowledge & Experience:

  • Bachelor’s degree or equivalency preferred 

  • Experience with OMNI 7.4 recordkeeping system strongly preferred

Compensation Pay Disclosure:

Voya is committed to pay that’s fair and equitable, which means comparable pay for comparable roles and responsibilities.

The below annual base salary range reflects the expected hiring range(s) for this position in the location(s) listed. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Voya Financial is willing to pay at the time of this posting.

Actual compensation offered may vary from the posted salary range based upon the candidate’s geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.

$67,700 - $112,850 USD

Be Well. Stay Well.

Voya provides the resources that can make a difference in your lives. To us, this means thriving physically, financially, socially and emotionally. Voya benefits are designed to help you do just that. That’s why we offer an array of plans, programs, tools and resources with one goal in mind: To help you and your family be well and stay well.

What We Offer

  • 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

Learn more about Voya benefits (download PDF)

Critical Skills

At Voya, we have identified the following critical skills which are key to success in our culture:

  • Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
  • Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.
  • Team Mentality: Partnering effectively to drive our culture and execute on our common goals.
  • Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions.
  • Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.

Learn more about Critical Skills

Equal Employment 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.

Reasonable Accommodations

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.

Misuse of Voya's name in fraud schemes

Top Skills

Microsoft Office Suite
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The Company
HQ: New York, NY
5,463 Employees
On-site Workplace
Year Founded: 2014

What We Do

Voya Financial, Inc. (NYSE: VOYA), provides health, wealth and investment solutions that enable its approximately 14.8 million individual, workplace and institutional clients to achieve their financial wellness goals with confidence. With a vision to be America’s Retirement Company®, Voya’s products, solutions and digital capabilities help create a better financial future for all. Voya is a Fortune 500 company that had $7.6 billion in revenue in 2020 and $729 billion in total assets under management and administration as of March 31, 2021. Certified as a “Great Place to Work” by the Great Place to Work® Institute, Voya is equally committed to conducting business in a way that is socially, environmentally, economically and ethically responsible. Voya has earned recognition as one of the World’s Most Ethical Companies® by the Ethisphere Institute; as the No. 1-ranked financial services firm among Barron’s 100 Most Sustainable Companies for three consecutive years; as a member of the Bloomberg Gender Equality Index; and as a “Best Place to Work for Disability Inclusion” on the Disability Equality Index.

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