Battle Card: Voya IM’s New Intermediary Head = Pipeline Boost

🚀 Battle Card: Voya Investment Management

• Scott Brady, Managing Director and Head of Intermediary Business Development · 🔗 [LinkedIn](https://www.linkedin.com/company/voya/)

• This Voya Investment Management sales trigger signals an aggressive push into wirehouse, broker-dealer, and RIA channels, driving demand for seamless intermediary distribution solutions. → Source

• Fragmented intermediary onboarding and support slows growth.

• Lack of channel-specific analytics hinders targeted distribution.

• Primary: Intermediary Channel CRM → Streamlined relationship management across wirehouses, broker-dealers, and RIAs. Leverage this Voya Investment Management sales trigger to position your CRM as the catalyst.

• Expansion: Distribution Analytics & Reporting → Actionable insights to optimize product placement and accelerate channel growth.

• HQ: New York, NY

• Employees: ≈ 1,200

• Rev: ≈ $900 M

• Website: [voya.com](https://voya.com/)

🤼 Competitive Intel

• BlackRock — Investment Management
• Unique edge: Broad product suite plus Aladdin tech
• Evaluated by Head of Distribution for global reach

• Fidelity Institutional — RIA / Broker-Dealer Support
• Unique edge: Integrated trading and support platforms
• Evaluated by Intermediary Heads for technology integration

• J.P. Morgan Asset Management — SMA & ETF Solutions
• Unique edge: Tailored model portfolios and research
• Evaluated by Field Sales for product innovation

• Invesco — ETF / Mutual Fund Provider
• Unique edge: Active ETF lineup with cost advantages
• Evaluated by Finance for TCO

• Franklin Templeton — Alternative & Equity Strategies
• Unique edge: Niche alternatives for diversification
• Evaluated by Portfolio Teams for specialized offerings

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑<your company>❑
OFFER_BRIEF   = ❑Intermediary Channel CRM❑
PROOF_METRIC  = ❑≈ TBD❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑punchy❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Scott
COMPANY     = Voya Investment Management
DEPT        = Intermediary Business Development
SIZE        = ≈ TBD
BOTTLENECK  = ❑Fragmented intermediary onboarding and support slows growth.❑
EVENT       = ❑Scott Brady joins Voya Investment Management as head of Intermediary Business Development❑
DETAIL      = ❑Scott Brady joins Voya Investment Management as head of Intermediary Business Development❑
PAIN        = ❑Fragmented intermediary onboarding and support slows growth.❑
SRC         = ❑http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20251008975463&div=41152219❑
SIM_CO      = ❑≈ TBD❑
WIN_METRIC  = ❑≈ TBD❑
NEXT_SIZE   = ❑≈ TBD❑
EMP_EST     = ❑≈1200❑
REV_EST     = ❑≈$900M❑

────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”. Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: ≈ TBD-person Intermediary Business Development

Scott—noticed your Intermediary Business Development team is ≈ TBD.

That’s when Fragmented intermediary onboarding and support slows growth.

We helped ≈ TBD fix this with Intermediary Channel CRM.

Result: ≈ TBD.  
Quick call?

PS—next bottleneck hits ≈ TBD.

DM ≤45 words, TONE:
Saw your post about Scott Brady joins Voya Investment Management as head of Intermediary Business Development — Fragmented intermediary onboarding and support slows growth.  
Intermediary Channel CRM. ≈ TBD.  
Quick chat?```