Plan Manager-Tax Exempt Retirement

Voya Financial, Inc.; Massachusetts; Hybrid; USD 57,000 - 72,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

401(k) with company match

Tuition reimbursement

Paid time off

Volunteer time

Job summary

Voya Financial, Inc. in the United States is seeking a Tax Exempt TPA Services Representative to be the primary contact for assigned sponsored retirement plans, delivering exceptional service and building client relationships.

You will collaborate with internal partners and external stakeholders to resolve inquiries, support plan retention, and contribute to operational excellence and business growth. The role offers a hybrid schedule with opportunities for professional development and a

Qualifications

• High School Diploma or GED.
• 3+ years of experience within the financial services industry.
• Demonstrated customer service experience and strong client support skills.
• OMNI experience.
• Bachelor's degree preferred.
• SPARK certification or similar industry certification.

Responsibilities

• Serve as the primary customer contact for assigned sponsored plans.
• Resolve service and communication issues with plan sponsors, participants, TPAs, and internal teams, including money in/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.

Skills

Customer Focused

Critical Thinking

Team Mentality

Business Acumen

Learning Agility

Education

High School Diploma or GED

Bachelor's degree preferred

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? Start your Voyage – 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.

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.

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 drive to delight our customers and offer unique solutions that deliver on our 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.

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.

Together with customers and partners, Voya employees fight for everyone's opportunity for everyone's better financial future.

For more information visit https://www.voya.com/ Voya’s values serve as our compass, bringing together our culture, performance, brand, vision, strategy and corporate responsibility activities. Our values guide our decision-making and behaviors allowing us to deliver worth to our customers, distribution partners, shareholders and each other.

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.

We do the right thing We have customer passion We have a winning spirit We are the We Certified by the Great Place to Work® Institute as a Great Place to Work® for the 10th consecutive year, Voya is equally committed to conducting business in a way that is socially, environmentally, economically and ethically responsible. Voya’s culture is proudly recognized by multiple organizations. See a full listing of our awards and recognition.