Plan Management Manager-Tax Exempt

Voya Financial; Bridgeport (CT); Remote; USD 75,000 - 127,000; Full time

Job summary

A leading company in financial services is seeking a Plan Management Manager-Tax Exempt. This role focuses on ensuring quality service and compliance in plan management. Successful candidates will possess strong leadership abilities and relevant industry experience. The position allows for flexible remote work, aiming to uplift communities through financial opportunities.

Benefits

Health, dental, vision and life insurance plans

401(k) Savings plan with company matching contributions

Tuition reimbursement up to $5,250/year

20 days paid time off and nine paid company holidays

Paid volunteer time — 40 hours per calendar year

Qualifications

• 8+ years of experience in Plan Management/Retirement Services; 2+ years of Supervisory Experience.
• In-depth knowledge of the financial service industry and related legal/compliance issues.

Responsibilities

• Directs the establishment of objectives for the plan management function and implements plans.
• Manages and directs activities of direct and indirect staff.
• Collaborates with sales and operations staff to ensure plan alignment.

Skills

Leadership

Communication

Problem Solving

Education

Bachelor's degree in Business Administration or equivalent

Tools

Omni 5.5 and 7.4 experience

Job description

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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? Start your Voyage – Apply Now

Profile Summary

Directs the Tax-Exempt Markets Plan Management function to ensure consistent and quality service to clients as well as adherence to applicable laws and regulations.

Please Note: Work location for this role is FLEXIBLE! This position allows 100% remote work from home

Profile Description

• Directs the establishment of short- and long-term objectives for the plan management function and implements plans effectively
• Manages and directs activities of direct and indirect staff in all aspects of the Tax-Exempt Markets TPA/Unbundled Plan Management function. Selects, leads and coaches staff members. Establishes overall direction of team. Identifies and implements training efforts, makes compensation, hiring and termination decisions. Maintains internal and external customer relationships
• Reviews operational activities and work processes and make the necessary changes to ensure efficient and effective operation of plan management functions. Participates or leads process improvement efforts
• Establishes and monitors department budget
• Collaborates with sales, record keeping and operations staff to ensure plan alignment; Advises staff on plan retention opportunities, sponsors, distribution and TPAs.
• Contributes to product development and process improvement efforts
• Resolves escalated service and communications issues with customers
• Other duties as assigned
  
  

Knowledge & Experience

• Bachelor's degree in Business Administration or equivalent
• 8+ years of experience in Plan Management/Retirement Services; 2+ years of Supervisory Experience
• Omni 5.5 and 7.4 experience
• In-depth knowledge of the financial service industry and related legal/compliance issues
• Knowledge of systems, technology and equipment
• Strong leadership skills; ability to handle multiple priorities, strong oral and written communication skills
  
  

Preferred Knowledge & Experience

• FINRA Series 6 (where required by plan type)
• FINRA Series 26 (where required by plan type)
  
  

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.

$75,830 - $126,390 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 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

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Management and Manufacturing

• Industries

  Insurance and Financial Services

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