Regional Coordinator - Intermediary

About the role

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

At Voya Investment Management, we are committed to helping investors pursue long-term financial success through innovative investment solutions and exceptional service. As a Regional Coordinator, you will help grow our Intermediary Distribution business by partnering closely with Senior Regional Directors to strengthen advisor relationships, uncover new opportunities, and drive territory success.

This opportunity is designed for a motivated sales professional who is passionate about financial markets, enjoys building relationships, and wants to develop a long-term career in investment management distribution. You will gain meaningful exposure to sales strategy, portfolio solutions, advisor engagement, and territory management, supported by training and mentorship.

The Contributions You Will Make: Drive Territory Growth

• Partner with a Senior Regional Director to execute territory business plans and achieve sales objectives.
• Identify opportunities within existing advisor relationships and develop new prospects.
• Conduct proactive outreach through phone, video, email, and other digital channels.
• Help move advisors through the sales process by identifying needs, positioning solutions, and coordinating follow-up.

Deliver Exceptional Advisor Experiences

• Build and maintain strong relationships with financial advisors and key stakeholders.
• Anticipate advisor needs through thoughtful preparation, research, and proactive communication.
• Coordinate meetings, presentations, follow-up activities, and ongoing service support.
• Serve as a trusted partner who helps advisors navigate investment solutions and market opportunities.

Build Market and Product Experti se

• Develop a strong understanding of capital markets, investment strategies, and Voya Investment Management solutions.
• Communicate product features, investment philosophies, performance drivers, and portfolio positioning with clarity.
• Conduct competitive analysis and explain how Voya solutions can address advisor and client needs.
• Stay current on industry trends, market developments, and competitor activity.

Execute Strategic Territory Management

• Analyze territory data to identify growth opportunities and prioritize advisor coverage.
• Use CRM tools to document interactions, track opportunities, and manage sales activity.
• Support territory segmentation, strategic planning, and advisor targeting initiatives.
• Maintain disciplined follow-through on advisor opportunities and commitments.

Commit to Continuous Developme nt

• Participate in training focused on investment products, markets, sales skills, communication, technology, CRM systems, territory management, and leadership.
• Demonstrate a growth mindset by seeking feedback, strengthening capabilities, and expanding industry knowledge.

Minimum Knowledge & Experience

• Bachelor's degree from an accredited college or university, or equivalent relevant experience.
• 2 to 5 years of experience in financial services, sales, business development, relationship management, or a related field.
• Strong proficiency in Microsoft Office, particularly Excel.
• Excellent verbal and written communication skills.
• Strong attention to detail, organization, and follow-through.

Preferred Knowledge & Experience

• FINRA SIE, Series 7, and Series 63/65 or 66 licenses.
• Candidates who are not currently licensed must be able to obtain required licenses within 90 days of hire.
• Experience supporting financial advisors, broker-dealers, RIAs, or investment management firms.
• Familiarity with CRM platforms, sales analytics, and territory-management tools.

#LI-BMS

Compensation Pay Disclosure

Voya is committed to pay that's fair and equitable, which means comparable pay for comparable roles and responsibilities.

Pay and benefits

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.

$65,000 to $70,000 USD plus monthly commissions and annual bonus opportunities

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