Director, Planning & Strategy in Windsor, CT at Voya

Date Posted: 11/15/2018

Job Snapshot

  • Employee Type:
  • Location:
    1 Orange Way
    Windsor, CT
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:

Job Description

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The Retirement Corporate Markets strategy group is looking for an experienced Director to support the Large Corporate business in the execution of its business strategy and growth initiatives.

This position, reporting into the Head of Corporate Markets Strategy, will provide senior-level strategic planning and business analysis support to the Large Corporate segment of Retirement, lead reporting and technology initiatives, and partner with business leads to drive results for Sales & Relationship Management.


  • Business Strategy: Working with business leads develops overall strategic vision and direction for the Large Market business, while ensuring cohesiveness and consistency with Corporate Markets and Retirement.  Analyzes market conditions, historical sales, revenue and earning information to develop strategic plan.  Works with the Large Market SVP of Sales and SVP of Relationship Management to develop business case recommendations and effectively communicates and influences for adoption. Focus is on growth, retention and bottom-line earnings potential.
  • Financial Analysis:  In partnership with the Finance organization, effectively summarize financial and key driver performance against the strategic plan.  Work with the Corporate Markets business leaders to develop and deliver executive level communication materials, including the Strategic Business Plan, to objectively and insight-fully represent the status and opportunities to the business.  Support information requirements for the Performance Dialog, Quarterly earnings call and other external communications.
  • Sales Analysis:  Leads sales analysis, forecasting and reporting.   Overall accountability for the regular reporting of information that meets the needs of the business. Provides insight and proposes improvement actions based on thorough analysis of the underlying data. Responsible for the operation of underlying systems in a controlled and cost efficient manner. Ensure integration with Operations, Product, and IT for the continuous assessment of data including any potential systems enhancements.
  • Technology Support:  Works with Sales and Relationship Management, to roll out technology initiatives/programs designed to improve sales execution and effectiveness, including  Builds strong relationships across Retirement to ensure roadmaps are aligned.  Responsible for the efficient allocation of technology, support and training resources impacting Large Corporate Markets.
  • Key Performance Indicators: Drives the process of content design and development of the operating plan including the creation of key measurements to support the progress of the business.  Engage key partners, including Marketing and Finance, in the creation of required initiatives and reporting.
  • Cross-organization Communication:  Support the Head of Corporate Markets Strategy in executing cross-business initiatives.  Effectively represents the Large Corporate business on required change oriented initiatives.  Becomes an active contributor and thought leader within such exercises.

Education Experience:

  • Bachelor’s degree required, MBA preferred
  • 5 years of Business Analysis
  • Experience in retirement and understanding of Large Market required.
  • Data analysis
  • Key Performance Indicator (KPI) Management
  • 401K
  • Retirement


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.