Plan Manager-Tax Exempt Retirement

godirect; Massachusetts; Hybrid; USD 57,000 - 72,000; Full time

Benefits offered by this job

Health, dental, vision and life

401(k) with company match

Employer paid cash balance retirement

Tuition reimbursement

Paid time off and holidays

Volunteer time

Job summary

Voya Financial is seeking a Tax Exempt TPA Services Representative to serve as the primary contact for assigned sponsored retirement plans, delivering exceptional service and building strong relationships to support retention and growth. You will collaborate with sales, recordkeeping, and operations teams to resolve inquiries and contribute to product development and process improvements.

Ideal candidates have a high school diploma, 3+ years in financial services, and OMNI experience, with SPARK

Qualifications

• High School Diploma or GED.
• 3+ years in the financial services industry.
• Demonstrated customer service experience and strong client support skills.
• OMNI experience.

Responsibilities

• Serve as the primary customer contact for assigned sponsored plans.
• Resolve service and communication issues through direct interaction with plan sponsors, TPAs, and internal teams.
• Participate in relationship management activities with plan sponsors and customers.
• Partner with sales, recordkeeping, and operations teams to ensure alignment and seamless service delivery.
• Contribute to product development initiatives and process improvement efforts.
• Independently resolve complex customer service and communication issues.
• Identify and support plan retention opportunities with sponsors, distribution partners, and TPAs.
• Perform other duties as assigned.

Skills

Customer service

Relationship management

Financial services experience

OMNI experience

Education

High School Diploma or GED

Bachelor's degree

Tools

OMNI platform

Job description

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?

Get to Know the Opportunity

As a Tax Exempt TPA Services Representative, you will serve as the primary point of contact for assigned sponsored retirement plans, helping clients achieve their goals through exceptional service and relationship management. In this role, you'll collaborate with internal business partners and external stakeholders to resolve inquiries, strengthen client relationships, and support plan retention efforts. This position offers the opportunity to make a meaningful impact by delivering a superior customer experience while contributing to operational excellence and business growth.

The Contributions You'll Make

• Serve as the primary customer contact for assigned sponsored plans.
• Resolve service and communication issues through direct interaction with plan sponsors, participants, TPAs, and internal functional teams, including money in, money out, and technical services.
• Participate in relationship management activities with plan sponsors and customers.
• Partner with sales, recordkeeping, and operations teams to ensure alignment and seamless service delivery.
• Contribute to product development initiatives and process improvement efforts.
• Independently resolve complex customer service and communication issues.
• Identify and support plan retention opportunities with sponsors, distribution partners, and TPAs.
• Perform other duties as assigned.

Minimum Knowledge & Experience

• High School Diploma or GED.
• 3+ years of experience within the financial services industry.
• Demonstrated customer service experience and strong client support skills.
• OMNI experiene.

Preferred Knowledge & Experience

• Bachelor's degree.
• SPARK certification or similar industry certification.
• #LI-VP1

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.

$57,000 - $72,000 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

Critical Skills

At Voya, we have identified the following critical skills which are key to success in our culture:

• Customer Focused : Passionate drive to deli