Get to Know the Opportunity:The Sr. Advanced Markets Consultant within Retirement Services provides regulatory expertise, consultative support, and thought leadership on qualified retirement plan matters. This role analyzes, interprets, and applies provisions of the Internal Revenue Code (IRC), ERISA, and applicable state retirement plan laws to resolve complex inquiries, support business initiatives, and deliver strategic guidance to internal and external stakeholders.
The Contributions You'll Make:- Research, analyze, and interpret IRC, ERISA, and applicable state retirement plan laws, regulations, and guidance to provide accurate and timely consultative support.
- Serve as a subject matter expert on qualified retirement plans, including plan design, operational compliance, correction methodologies, and plan documentation considerations.
- Provide technical guidance to internal business partners, clients, and plan sponsors regarding retirement plan regulatory requirements and compliance obligations.
- Support sponsors utilizing Voya's pre-approved retirement plan document program.
- Recommend remediation strategies and plan design alternatives that balance regulatory requirements, client objectives, and operational feasibility.
- Consult on complex retirement plan issues involving mergers and acquisitions, controlled groups, affiliated service groups, corporate transactions, and plan terminations.
- Provide expertise related to fiduciary responsibilities, plan governance, committee oversight, and regulatory compliance matters.
- Support new business opportunities and prospect consultations by offering technical retirement plan expertise.
- Develop and deliver timely communications regarding legislative, regulatory, and industry developments impacting retirement plans.
- Support internal education initiatives through training materials, stakeholder briefings, business rollouts, and technical guidance.
- Create educational resources, technical bulletins, procedural documentation, and client-facing communications.
Minimum Knowledge & Experience:- Bachelor's degree required.
- 10+ years of experience working with qualified retirement plans and related rules and regulations.
- Demonstrated experience interpreting and applying IRC and ERISA requirements in operational, consultative, or compliance environments.
- Strong knowledge of retirement plan compliance, operations, and regulatory frameworks.
- Excellent analytical, research, and problem-solving skills, with the ability to independently assess and resolve complex issues.
- Exceptional written and verbal communication skills with the ability to translate technical concepts into practical, business-focused guidance.
- Ability to manage multiple priorities and deliverables in a fast-paced environment.
- Strong interpersonal and collaboration skills with the ability to effectively partner across multiple functions within Retirement Services.
- Proven ability to engage with clients, consultants, and internal stakeholders to address complex inquiries and deliver high-quality solutions.
Preferred Knowledge & Experience:- Professional designations such as CPC, QPA, QKA, ERPA, CEBS, or similar credentials.
- Experience supporting large or complex retirement plan sponsors.
- Experience working on retirement plan matters related to corporate transactions, fiduciary governance, and advanced compliance topics.
How This Role Aligns to Our Core Four: At Voya, our Core Four represent the behaviors that help us deliver meaningful outcomes for our customers, partners, and one another. In this role, you'll contribute by:
- Instill Customer Obsession - Deliver clear, accurate retirement plan guidance that helps clients and internal partners navigate complex regulatory requirements and make informed decisions.
- Transform with Automation/AI - Leverage technology, automation, and AI-enabled tools to enhance research efficiency, improve knowledge sharing, and streamline regulatory support activities.
- Drive Higher Performance Through Our People - Partner across Retirement Services to educate, influence, and enable colleagues through technical expertise, training, and consultative support.
- Execute on the Fundamentals - Apply deep regulatory knowledge and disciplined analysis to promote compliance, mitigate risk, and ensure high-quality client and business outcomes.
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.
$108,860 - $136,080 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
