Implementation/Onboarding Consultant
MA-Work@Home, Massachusetts, United States
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
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100% remote work from home
Benefits/Perks100% remote work Annual cash incentives Flexible work location Fully remote Incentive opportunities Life Insurance Long-term incentives Remote-first company Remote work Sales incentives Tuition reimbursement Work From Home
Tasks- Manage project transitions
- Process Improvements
- Recommend process improvements
- Support
Access Business Business Acumen Communication Critical thinking Customer Experience Databases Defined contribution Detail oriented Education Excel Financial Services Implementation Insurance Interpersonal Microsoft Office Microsoft Office Suite Omni Organizational PowerPoint Problem-solving Project Management Sales Self-Starter Service Delivery Technical Time Management Wealth Management Word
Experience5-10 years
EducationBachelor's degree Business Equivalency
TimezonesAmerica/Anchorage America/Chicago America/Denver America/Los_Angeles America/New_York Pacific/Honolulu UTC-10 UTC-5 UTC-6 UTC-7 UTC-8 UTC-9