• Serve as initial contact point for system issues and new requests • Provide guidance on Workday business processes and transnational usage • Have direct responsibility for processing, rescinding, correcting, and canceling transactions • Drive efficiencies through automation in the areas of business processes, integrations, and data loads • Champion key features and functionality that will enhance the user experience • Participate in Workday update testing process, managing issues with Workday's support team, and supporting all HR functional groups • Participate in projects including application enhancements / upgrades, new functionality deployment and new application implementations • Assist with preparation of annual HR programs such as talent, performance management, open enrollment, and compensation planning • Monitor various system integrations for errors, and provide basic integration issue troubleshooting • Work with HR and key managers to improve the effectiveness of Employee and Manager Self Service by developing and delivering actionable reports in appropriate worklets • Consult with functional teams on the selection, application and implementation of metrics • Manage confidentiality of data by following established security/confidentiality standards • Work to implement data integrity audits and strategy to ensure data integrity • Educate and promote self-service reporting functionality with end users by utilizing various communication and training methodologies. • Create user documentation • Conduct user training on accurate use of applications

• Work directly with stakeholders to define, document, and drive business requirements • Document business requirements using customer journeys, business context diagrams, and process flows • Prepare business validation (UAT) plan and support business users in performing validation • Partner closely with business stakeholders and subject matter experts

• Own ongoing trend monitoring and investigative analysis for an assigned claims domain, becoming the team's go-to expert on the data, the operations, and the questions that matter to your stakeholders. • Investigate the drivers behind what the data shows, going beyond the what to the why, and present findings as clear options and recommendations rather than open-ended observations. • Build and maintain strong working relationships with operational leaders, peers in IT and the broader analytics organization, and other stakeholders in your domain. • Prepare regular briefing decks and ad-hoc analyses that are accurate, well-designed, and tailored to the audience, whether that is a working session with a manager or a readout to senior leadership. • Develop SQL on Snowflake to assemble the data needed for your analyses, and partner with the reporting team to operationalize any recurring reports that emerge from your work. • Build Tableau dashboards and visualizations where they are the right tool for the job, with a clear bias toward simple, useful, and well-designed over complex or ornamental. • Anticipate risk in your own work by routinely asking how does this fail, validating assumptions, and surfacing issues early with options for how to address them. • Communicate proactively on progress, blockers, and timelines, and set clear expectations with stakeholders on what you will deliver and when. • Contribute to the team's exploration of advanced analytical capabilities, including AI-enabled tools and techniques, and apply them where they add real value. • Manage multiple projects and ad-hoc requests in parallel, prioritizing well and aligning your work to organizational priorities.

Role Description 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. - 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. Qualifications - 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. Requirements - Strong execution skills. - Ability to learn new domains quickly. - Capability to partner effectively with subject matter experts in regulated and risk-aware environments. Benefits - 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. 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. 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. $171,300 - $214,120 USD 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. 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. Reasonable Accommodations Voya is committed to the inclusion of all qualified individuals. As part of this commitment, Voya will ensure that persons with disabilities are provided reasonable accommodations.