AVP, Sr Planning and Strategy - Retirement Relationship 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

Position Summary

The Strategy & Planning Lead for Retirement Relationship Management (RM) is a senior individual contributor role that partners with RM leadership to drive strategic planning, performance insights, and cross-functional execution. This role blends data-driven analysis, strategic problem solving, and executive-ready communications to help the RM organization deliver against core priorities—such as profitable retention, growth enablement, and enterprise collaboration.
The successful candidate is a fast learner who thrives in a fast-paced, high-priority environment, can quickly assess tradeoffs, and is trusted to represent RM in leadership-level discussions.

Key Responsibilities

Strategic Planning & Business Management

Take ownership of the annual and quarterly business planning rhythm for Relationship Management (RM), setting objectives, success measures, workstreams, and executive reporting. Collaborate with RM leadership to convert enterprise priorities into actionable strategies that drive profitable retention and growth. Maintain strategy roadmaps with clear dependencies, milestones, and stakeholder alignment.

Data Analysis, Insights & Performance Storytelling

Analyze performance and operational data to uncover trends, risks, and opportunities, offering clear recommendations and executive-level narratives for decision-making. Develop dashboards, scorecards, and recurring performance reports for RM leadership, emphasizing concise visuals and actionable takeaways. Provide structured support for risk identification and mitigation planning.

Executive Communications & Presentation Development

Produce leadership-ready PowerPoint materials—including strategy decks, operating reviews, business updates, and partner readouts—with compelling storylines, crisp visuals, and minimal revisions. Represent RM leadership as needed, confidently communicating the team’s strategy, priorities, and progress in senior forums.

Product Distribution Strategy & Cross-Functional Enablement

Design and implement strategies to accelerate product distribution through RM influence and coordinated partner execution. Serve as the RM team’s representative to key business partners (Sales, Marketing, Product, Digital), fostering alignment and integrated go-to-market motions such as coordinated calendars, enablement, and roadmap awareness. Identify stakeholder friction points and develop solutions to enhance RM execution and client outcomes.

RM Incentive Program Support

Assist in the design, governance, communication, and performance analysis of RM incentive programs, including activity-based structures and results measurement. Prepare timely and accurate incentive status reports to keep stakeholders informed on progress and outcomes.

Governance, Recordkeeping & Operational Discipline

Establish and oversee repeatable processes for recordkeeping, documentation, decision logs, action-item tracking, and materials management to ensure continuity and auditability. Maintain a strong operating cadence across multiple priorities, ensuring deliverables are tracked, deadlines are met, and stakeholders remain informed.

Prioritization & Rapid Response

Independently manage incoming requests by assessing urgency and impact, prioritizing workload to meet tight deadlines in a fast-paced setting. Seamlessly transition between strategic planning and hands-on execution, adapting from data analysis to presentation development to stakeholder facilitation as needed.

Qualifications

• Demonstrated experience in strategy, planning, business management, consulting, analytics, or PMO-type roles supporting senior leadership.
• Bachelor's Degree required
• Advanced ability to analyze data and translate findings into clear recommendations and executive-level messaging.
• Expert-level PowerPoint skills: executive storytelling, clean visual design, and structured narratives.
• Strong communication skills (written, verbal, and stakeholder management) with confidence engaging senior leaders and cross-functional partners.
• Proven ability to manage multiple priorities, operate with urgency, and make sound prioritization decisions quickly.
• Supported client relationship management in financial, retirement, wealth, or benefits environments.
• Skilled in CRM systems (e.g., Salesforce) and account record maintenance.
• Built or supported incentive programs with activity-based models and reporting schedules.
• Led cross-functional sessions to align Sales, Marketing, Product, and Digital teams.

Core Competencies

• Strategic thinking + structured problem solving
• Data fluency and analytical rigor
• Executive presence; ability to represent RM leadership
• Exceptional communication and stakeholder influence
• Creative, flexible, solutions-oriented mindset
• High ownership in a fast-paced environment; calm under pressure

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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.

$157,970 - $197,460 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.