Business Transformation Lead, Wealth Management at WSS Voya Financial Advisors, Inc. — Hartford, CT

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:

$171,300 - $214,120 USD

Be Well. 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

Critical Skills

• 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

Reasonable Accommodations

Misuse of Voya's name in fraud schemes