Voya Financial, Inc

ESOP Client Relationship Manager

Voya Financial, Inc$99K — $123K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Business Administration or equivalent experience
  • 5+ years of experience in the financial services industry
  • Demonstrated customer service skills
  • Experience managing complex, sensitive, and at-risk clients
  • Preferred experience with retirement plans or recordkeeping platforms

Responsibilities

  • Serve as primary contact for complex retirement plans
  • Resolve service and communication issues with sponsors and internal teams
  • Support relationship management efforts with plan sponsors
  • Partner with internal teams to ensure effective service delivery
  • Contribute to product development and process improvement initiatives
  • Promote products and automation solutions tailored to client needs
  • Manage sensitive client situations with urgency and professionalism

Benefits

  • Health, dental, vision, and life insurance plans
  • 401(k) Savings plan with generous company matching contributions (up to 6%)
  • Employer-paid cash balance retirement plan (4%)
  • Tuition reimbursement up to $5,250/year
  • 20 days paid time off plus 9 paid holidays and a Diversity Celebration Day
  • 40 hours of paid volunteer time per calendar year
Full Job Description
Get to Know the Opportunity

At Voya, we believe employee ownership is a powerful driver of engagement, financial well-being, and long-term organizational success. As a Senior Plan Manager, you will play a critical role in overseeing and administering one of the company's most impactful benefit programs, ensuring operational excellence, regulatory compliance, and an exceptional participant experience. This highly visible role offers the opportunity to collaborate with senior leaders, cross-functional partners, and external advisors while helping shape the future of the Employee Stock Ownership Plan (ESOP).

The Contributions You'll Make

The Senior Plan Manager serves as a key leader within the ESOP Plan Management team and is responsible for the strategic oversight, administration, compliance, and ongoing effectiveness of the company's Employee Stock Ownership Plan (ESOP).
ESOP Plan Strategy & Governance
  • Serve as the subject matter expert for the company's ESOP, providing strategic guidance on plan design, administration, and long-term sustainability.
  • Partner with Legal, Finance, Tax, Payroll, and external advisors to support plan compliance with applicable regulations and fiduciary requirements.
  • Support governance activities including plan audits, annual valuations, trustee interactions, and regulatory documentation.
Plan Administration & Operations
  • Oversee day-to-day ESOP administration, including participant eligibility, allocations, vesting, diversification, distributions, and related transactions.
  • Ensure accurate and timely execution of annual plan activities, including valuations, participant statements, and required filings.
  • Identify opportunities to improve processes, enhance operational efficiency, and strengthen the participant experience.
Stakeholder & Participant Engagement
  • Serve as a trusted advisor to senior leadership, HR partners, and business leaders on ESOP-related matters.
  • Develop and deliver participant communications and educational materials that clearly explain plan provisions and benefits.
  • Respond to complex participant inquiries with professionalism, accuracy, and a customer-focused approach.
Risk Management & Compliance
  • Monitor legislative and regulatory developments impacting ESOP administration and recommend appropriate actions.
  • Partner with internal audit and external advisors to address findings and strengthen controls.
  • Maintain current documentation, policies, and procedures to support ongoing compliance and audit readiness.
Leadership & Collaboration
  • Mentor and guide junior team members, fostering technical expertise, accountability, and continuous improvement.
  • Contribute ESOP expertise to broader benefits, retirement, and total rewards initiatives.
Minimum Knowledge & Experience
  • Bachelor's degree or equivalent professional experience.
  • 7+ years of experience in ESOP administration, retirement plan management, employee benefits, or a related field.
  • Strong knowledge of ERISA, IRS regulations, fiduciary responsibilities, and ESOP administration best practices.
  • Experience partnering with trustees, valuation firms, and external advisors.
  • Demonstrated ability to manage complex processes with a high degree of accuracy and attention to detail.
  • Strong analytical, organizational, and problem-solving skills.
  • Excellent written and verbal communication skills, including experience communicating with senior leaders and stakeholders.
  • Ability to translate complex technical information into clear and actionable guidance.
  • Proven ability to work effectively across multiple functions and influence stakeholders without direct authority.
Preferred Knowledge & Experience
  • Advanced degree in Business, Finance, Accounting, Law, Human Resources, or a related discipline.
  • Professional certification such as CEPA, CPA, JD, or similar credential.
  • Experience supporting fiduciary governance processes and regulatory audits.
  • Experience developing employee education and communication strategies related to ownership or retirement plans.
  • Background in a highly regulated financial services, benefits, or compensation environment.


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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.

$99,000 - $123,00 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

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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