Get to Know the Opportunity:This role is responsible for managing all aspects of mid-market retirement plans, serving as a primary point of contact for plan sponsors and customers. The position focuses on maintaining and strengthening client relationships, supporting complex and high-value plans, and contributing to overall client satisfaction and profitability.
The Contributions You'll Make:- Serve as the primary contact for designated sponsored plans, handling complex and sensitive client interactions
- Resolve service and communication issues through direct engagement with plan sponsors, customers, and internal teams (e.g., money in, money out, technical services)
- Support relationship management activities to strengthen partnerships with plan sponsors and customers
- Collaborate with sales, recordkeeping, and operations teams to ensure alignment and seamless plan execution
- Contribute to product development and process improvement efforts; promote appropriate products, services, and automation based on client needs and assets
- Directly manage and resolve issues for high-risk or at-risk clients to support retention
- Identify opportunities to improve plan retention and partner with sponsors, distribution teams, and TPAs
- Assist with training and mentoring new employees as needed
- Support inbound plan management calls via the 800-number line as assigned
- Perform additional duties as assigned
Minimum Knowledge & Experience:- Bachelor's degree in Business Administration or equivalent experience
- 5+ years of experience in the financial services industry
- Strong customer service skills with experience handling client interactions
- Demonstrated experience managing complex, sensitive, and high-risk client relationships
Preferred Knowledge & Experience:- Experience working with mid-market retirement plans or similar client segments
- Familiarity with cross-functional collaboration across sales, operations, and technical teams
- Previous experience supporting client retention strategies and initiatives
How This Role Aligns to Our Core Four:- Instill Customer Obsession - Delivers high-quality service and resolves complex client issues to strengthen relationships and improve outcomes for plan sponsors and participants.
- Transform with Automation/AI - Promotes and supports the use of automation and efficient processes to enhance service delivery and reduce friction for clients.
- Drive Higher Performance Through Our People - Partners with internal teams and mentors new employees to ensure alignment, knowledge sharing, and consistent service excellence.
- Execute on the Fundamentals - Maintains strong operational discipline by resolving issues accurately, managing risk, and supporting retention of key and at-risk clients.
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.
$63,470 - $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 SkillsAt 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