J. Adam Voyles
About J. Adam Voyles
J. Adam Voyles is the Digital Operations Senior Director of the PHI Unit at MassMutual, with extensive experience in operations management and compliance within the financial services industry.
Current Title and Role
J. Adam Voyles serves as the Digital Operations Senior Director of the PHI Unit within the Enterprise Technology & Experience Group (ETX) at MassMutual. He leads a multi-center hotline and operations center emphasizing digital and operational customer service, data entry, personal history interviews, and new business acquisition through direct client interaction. His responsibilities also include managing production of inbound and outbound client-facing teams, relationship management, and call center metrics.
Previous Roles at Citizens Securities
From 2017 to 2019, J. Adam Voyles worked as Vice President, Director at Citizens Securities. In his role at SpeciFi Digital Advisor, Operations and Phonebank in Phoenix, AZ, Voyles was responsible for overseeing operations and ensuring effective coordination of digital advisory services.
Experience at Advisor Group
J. Adam Voyles held two positions at Advisor Group. From 2016 to 2017, he was the Managing Director of Transitions for six months in Phoenix, Arizona. Prior to that role, from 2014 to 2016, he served as Senior Compliance-Regulatory and Internal Audit. His duties involved ensuring compliance and managing regulatory and internal audit processes.
Role at AssetMark
At AssetMark, from 2012 to 2014, J. Adam Voyles was the Senior Manager for Tax, Customer Reporting, and Communications. He handled various aspects of tax reporting and customer communication, contributing to the company's customer reporting strategies.
Background at Charles Schwab
J. Adam Voyles spent eight years at Charles Schwab as the Senior Manager for Client Reporting and Security Services, from 2004 to 2012. His work primarily focused on client reporting and ensuring the integrity of security services offered by the firm.
Education
J. Adam Voyles studied at the University of Phoenix from 2003 to 2005. During his two years at the university, he gained foundational knowledge that supported his subsequent career in various management and directorial roles within the financial services industry.