Voice of Experience: Anne Ozimek, SVP Securities Operations, of Voya Investment
“Through every step of my career, I have focused on learning a set of skills and doing everything possible to meet the needs of my clients, so that when an opportunity came up, I was ready,” says Anne Ozimek, senior vice president at Voya Investment Management. “Each job will offer a different set of challenges and every one of them will prepare you for your next step.”
Ozimek’s career in the insurance and investment business has spanned many years and a wide variety of positions. As she has taken on different roles, she has always preferred those that were fast paced and required ongoing problem solving.
Her first job out of college was at The Hartford Insurance Group, where she traveled to regional offices to offer the production teams solutions to improve workflow and reduce backlogs. She became part of their management training program and held several positions before moving to Aetna. She started as a business analyst on an investment accounting system, handling the production functions, and then worked her way up to supervisor of the unit and ultimately manager – all while obtaining her MBA.
As a result of the business knowledge she acquired supporting those functions, Ozimek left that daily production role to manage a small unit of business analysts working on a large accounting system replacement project. Completing that project allowed her to enhance her project management skills, working closely with IT and the business to develop specifications, test plans, identify, document and resolve issues and then ultimately implement the new system.
Based on that work and connections she had formed, she was offered a new role putting together an institutional shareholder recordkeeping unit for what was then Aeltus Investment Management (and became ING and now Voya).
This entailed learning the functions, hiring the team and then working with IT and Client Services to develop a proprietary recordkeeping system to handle the client level transactions for the funds the firm managed. The system was in place for more than 15 years, since replaced with a new operating model where an external service provider does the recordkeeping work and other back office functions and the Voya Business Support and Operations team oversees the work. Her team’s role has thus shifted from processing to oversight, analysis and problem solving.
Having been a member of an operational team for most of her career, Ozimek relishes her collaborative role – performing the day-to-day jobs to meet client needs but also supporting huge projects. “It’s fast paced, but what I love the most is the mentality of operations. The team always displays a can-do attitude. We know that no matter what the obstacle, we can figure out a way to get it done.”
She sees the industry as being a vibrant one for years to come, as baby boomers hit retirement age and need new products and advice as they segue from the asset accumulation phase to the spending phase.
Advice for Rising Stars
Ozimek had an excellent role model of a career woman in her mom, who worked at a time when many women didn’t. That gave her a good grasp on what the corporate world was like and how to mesh home organization, occasional late working hours and family needs, all while performing at her job.
Early in her career, she recognized that you may come into situations where you work hard and yet you still don’t get the acknowledgment you want or the job you want. At that point you have to assess what happened, determine if there was anything else you could have done differently, and then move on, making sure that you are getting the skills you need and connecting with the managers and mentors who are interested in making sure you succeed. She has had some great mentors over the years.
“If you’re not in a good situation for your skill set, recognize it and make a change,” she says. “Defining your world too narrowly is not a barrier in the business but in your mindset.”
Ozimek’s own personal philosophy on getting ahead is to work hard, and make sure you’re not getting caught up in an “it’s not my job” mentality. “If you go out of your way to help other people with their issues, you become a ‘go to’ person. Then the next time you need help, others around you are more likely to reciprocate. Every time you go the extra mile, you’re building those relationships and creating a situation where people are looking out for you.”
Saying yes is another crucial factor in a successful career ascension. “So many times, when someone approaches us to do something, we find reasons to say no. Instead, we should determine if there are good reasons to say yes,” she says, adding that it’s important to try to figure out why you were asked to do something. “Don’t discount that you just might be the perfect person..”
As the industry has evolved, Ozimek is no longer the only woman in most meetings and appreciates that change. She sees the benefit of having been involved in both formal and informal mentoring programs over the years and actively works with younger associates to provide that perspective. She knows that having a mentor offers a comfort level in talking through an issue or a problem and getting advice from someone who’s been there. She urges people to speak up if they want a manager to act as their mentor or coach. “Don’t be shy about what you want.”
Away From the Office
Ozimek has been married for 37 years and has two grown sons and two daughters-in-law. On the weekends she and her husband spend as much time as they can at their second home in Vermont, joined by family and friends. “This stage is a blast,” she says, “watching the ‘kids’ make their way in their lives and careers.”
