Business Transformation Lead, Wealth Management

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

Role Summary

The Business Transformation Lead is a hands-on execution leader responsible for supporting and delivering cross-functional transformation initiatives within Wealth Operations and adjacent operational functions. This role focuses on disciplined execution, stakeholder coordination, and delivering measurable outcomes across a portfolio of initiatives. Experience in Wealth Management, broker-dealer operations, clearing and custody service models, licensing, regulatory oversight, or related operational functions is preferred. Success in this role requires strong execution skills, the ability to learn new domains quickly, and the capability to partner effectively with subject matter experts in regulated and risk-aware environments.

Role Responsibilities

• Support end-to-end execution of transformation initiatives from intake through implementation, stabilization, and optimization.
• Apply established execution and change methods to promote consistency, progress tracking, and disciplined delivery.
• Coordinate cross-functional stakeholders across Operations, Compliance, Legal, Technology, and external partners to drive alignment and execution.
• Identify execution risks, dependencies, and constraints, and escalate issues with clear options and recommendations.
• Ensure initiatives are implemented with appropriate attention to operational stability, controls, and evolving business priorities.
• Partner with business, operations, and platform teams to assess service model impacts, operational readiness needs, and workflow changes tied to transformation efforts.
• Support transition planning and execution activities related to operating model redesign, platform modernization, and process improvement initiatives.

Knowledge & Experience

• 8–12+ years of experience supporting or leading transformation, change, or execution initiatives in complex organizations.
• Experience at a clearing or custody firm (for example Pershing, Fidelity Clearing, Apex, or Schwab), or in a broker-dealer role with direct ownership of the clearing relationship, operating platform, and related advisor and client service model, is preferred.
• Experience leading or supporting a clearing conversion, custodian transition, or service model redesign in a regulated wealth or brokerage environment is preferred.
• Demonstrated experience delivering components of large-scale initiatives or managing multiple workstreams end to end.
• Proven ability to manage competing priorities and interdependencies across multiple stakeholders.
• Working knowledge of clearing and custody platforms, including NetX360+, Apex, and Wealthscape, and the servicing workflows they support — including account opening, ACATs, money movement, corporate actions, and advisor/client servicing — is preferred.
• Strong communication and collaboration skills, with the ability to influence across functions without direct authority.
• Experience working in environments with regulatory, risk, or control considerations is preferred.
• Ability to rapidly learn new business domains and translate direction into clear execution plans and outcomes.
• Prior experience with project management tools such as Asana, Jira, or similar platforms is preferred.
• Knowledge and experience using AI tools to support requirements development, project outputs, and related deliverables is preferred.

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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.

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.