Corporate Bundled - Senior Plan Manager

Voya Financial, Inc.; Boston (MA); Hybrid; USD 90,000 - 135,000; Full time

Benefits offered by this job

Health, dental, vision and life plans

Voya Retirement Plan – employer paid 4

Tuition reimbursement up to $5,250/yr

Paid time off – 20 days, 9 holidays, D

Job summary

Voya Financial, Inc. is seeking a seasoned professional to manage relationships with sponsored retirement plans and act as a trusted partner to plan sponsors and stakeholders.

You will collaborate across Sales, Recordkeeping, and Operations to ensure excellent service delivery, drive client satisfaction, and support process improvements. The role emphasizes handling at-risk client relationships and mentoring new staff.

Qualifications

• 5+ years in financial services industry experience.
• Strong customer service and relationship management skills.
• Experience managing highly sensitive and at-risk client relationships.
• Demonstrated ability to resolve complex customer service and communication issues.
• Experience collaborating with cross-functional teams, including Sales, Operations, and Recordkeeping.

Responsibilities

• Manage relationships with complex sponsored retirement plans and serve as a trusted partner to plan sponsors.
• Serve as the primary customer contact for assigned sponsored retirement plans.
• Resolve service and communication issues through direct interaction with plan sponsors and internal teams.
• Participate in relationship management activities to support client satisfaction and retention.
• Collaborate with Sales, Recordkeeping, and Operations to ensure plan alignment and effective service delivery.
• Contribute to product development and process improvements based on client needs and assets.
• Directly resolve complex service issues while mentoring new employees.

Skills

Relationship management

Customer service

Issue resolution

Cross-functional collaboration

Mentoring

Communication skills

Knowledge of retirement plans

Education

Bachelor's degree in Business Administration

Job description

Together we fight for everyone’s opportunity for a better financial future.

We will do this together — with customers, partners and colleagues. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision.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.

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.

Assist with training and mentoring new employees.

• 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.
• Bachelor's degree in Business Administration or an equivalent combination of education and experience.
• Experience supporting retirement plans or sponsored plan administration.
• 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.

Salary & Benefits Information:

#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.$Voya benefits are designed to help you do just that. To help you and your family be well and stay well.

• Health, dental, vision and life insurance plans
• 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.

Customer Focused

Passionate drive to delight our customers and offer unique solutions that deliver on their expectations. Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.

Business Acumen

Appreciation and understanding of the financial services industry in order to make sound business decisions.

Voya Financial is an equal-opportunity employer. Voya Financial provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any other status protected by state or local law.

Voya is committed to the inclusion of all qualified individuals. As part of this commitment, Voya will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please reference

Misuse of Voya's name in fraud schemes