Corporate Bundled - Senior Plan Manager

Voya Financial, Inc.; Massachusetts; Hybrid; USD 64,000 - 90,000; Full time

Benefits offered by this job

Health, dental, vision and life ins.

401(k) savings plan

Tuition reimbursement

Paid time off

Paid volunteer time

Job summary

Voya Financial, Inc. is seeking a dedicated professional to manage relationships with complex sponsored retirement plans.

You will act as a trusted partner to plan sponsors and key stakeholders, coordinating with Sales, Recordkeeping, and Operations to drive client satisfaction and service excellence. You will collaborate across multiple business functions to support service enhancements, promote products, and identify automation opportunities based on client needs and assets.

Qualifications

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

Responsibilities

• 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.

Skills

Customer Focused

Critical Thinking

Team Mentality

Business Acumen

Learning Agility

Education

HS Diploma or GED

Bachelor's degree in Business Administration or equivalent

Job description

Corporate Purpose and Culture

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. 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. We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action. We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision.

Are you ready to join a company with a strong purpose and a winning culture? 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.

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.

$64,000 - $90,000 USD

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

• Customer Focused: Passionate driveto delight ourcustomers andoffer 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 about Critical Skills

Equal Employment Opportunity

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.

Reasonable Accommodations

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 resources for applicants with disabilities.

Misuse of Voya’s name in fraud schemes

Voya Financial, Inc., is a leading retirement, employee benefits and investment management company. Voya’s services and solutions help clear the path to financial confidence and a more fulfilling life for individual, workplace and institutional clients, supporting more than 18 million customer relationships. Certified as a “Great Place to Work” by the Great Place to Work® Institute, Voya fosters a culture that values customer centricity, integrity, accountability, agility and inclusivity.

Work Environment

With a lens on balance, health & welfare, our work environment offers flexibility. The majority of our roles have adopted a hybrid schedule — working some days in the office and some days remotely, providing flexibility for work‑life balance and still allowing the benefit of in‑person collaboration. Some functions will continue to be 100% on‑site and others may be fully remote, depending on business needs.