Voya Financial, Inc

Corporate Bundled - Senior Plan Manager

Voya Financial, Inc$77K — $96K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of experience in the financial services industry
  • Strong skills in customer service and relationship management
  • Experience managing sensitive client relationships
  • Proven ability to resolve complex customer service issues
  • Effective collaboration and communication skills

Responsibilities

  • Act as the main customer contact for complex retirement plans
  • Address service and communication issues with stakeholders
  • Engage in relationship management to enhance client satisfaction
  • Work alongside Sales, Operations, and Recordkeeping teams for effective service delivery
  • Contribute to product development and process improvements
  • Resolve complex service issues while managing at-risk client relationships
  • Identify plan retention opportunities with key partners

Benefits

  • Health, dental, and vision insurance plans
  • 401(k) savings plan with 6% company match
  • Employer-paid cash balance retirement plan (4%)
  • Tuition reimbursement up to $5,250/year
  • 20 days of paid time off plus holidays and flexibility for Diversity Celebration Day
  • 40 hours of paid volunteer time annually
Full Job Description
Get to Know the Opportunity

Join a team dedicated to delivering exceptional retirement plan service and client experiences. In this role, you will manage relationships with complex sponsored retirement plans, serving as a trusted partner to plan sponsors and key stakeholders. You'll collaborate across multiple business functions to drive client satisfaction, client retention, and operational excellence while supporting service enhancements and process improvements. This is an exciting opportunity to work with high-profile clients and contribute to the long-term success of both our customers and the business.

The Contributions You'll Make
  • Serve as the primary customer contact for assigned sponsored retirement plans, including complex and sensitive client relationships.
  • Resolve service and communication issues through direct interaction with plan sponsors, customers, and internal business partners, including Money In, Money Out, and Technical Services teams.
  • Participate in relationship management activities with plan sponsors and customers to support client satisfaction and retention.
  • Collaborate with Sales, Recordkeeping, and Operations teams to ensure plan alignment and effective service delivery.
  • Contribute to product development initiatives and process improvement efforts while promoting products, services, and automation opportunities based on client needs and assets.
  • Directly resolve complex service and communication issues while managing highly sensitive and at-risk client relationships.
  • Identify and support plan retention opportunities with sponsors, distributors, and third-party administrators (TPAs).
  • Assist with training and mentoring new employees.
  • Support plan management 800-number call activities as assigned.
  • Perform other duties as assigned.


Minimum Knowledge & Experience
  • HS Diploma or GED
  • Five (5) or more years of financial services industry experience.
  • Strong customer service experience and relationship management skills.
  • Experience managing highly sensitive and at-risk client relationships.
  • Demonstrated ability to resolve complex customer service and communication issues.
  • Strong collaboration, problem-solving, and communication skills.


Preferred Knowledge & Experience
  • Bachelor's degree in Business Administration or an equivalent combination of education and experience.
  • Experience supporting retirement plans or sponsored plan administration.
  • Experience working with plan sponsors, distributors, and third-party administrators (TPAs).
  • Experience collaborating with cross-functional teams, including Sales, Operations, and Recordkeeping.
  • Previous training, coaching, or mentoring experience.
  • Knowledge of retirement plan products, services, and industry regulations.

#LI-VP1

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. 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.

$77,580 - $96,980 USD

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 aboutCritical Skills

Misuse of Voya's name in fraud schemes

About Voya Financial, Inc

Voya Financial, Inc. is an American financial, retirement, investment, and insurance company based in New York City. The company was formed in 1991 as ING U.S., Inc. and was renamed Voya Financial in 2014. Voya Financial operates in the United States and has more than 6,000 employees. The company provides retirement, investment, and insurance solutions to individuals and businesses.
Learn more about Voya Financial, Inc
Size
6,000 employees
Market Cap
$5.8 billion
Industry
Net Income
-$206 million
Founded
1991
5 Year Trend
-13.7%
Revenue
$7.7 billion
NASDAQ

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