Sr Plan Manager

godirect; Massachusetts; Hybrid; USD 63,000 - 106,000; Full time

Job summary

Voya Financial is seeking a Plan Manager to support large, complex retirement plan sponsors and build strong client relationships in a fast-paced financial services environment.

You will resolve issues across multiple teams, drive client satisfaction, and contribute to process improvements while mentoring new team members and promoting relevant products and automation solutions. Massachusetts-based, full-time role.

Qualifications

• High School Diploma or GED.
• 5+ years in the financial services industry.
• Strong verbal and written communication; able to collaborate across teams.
• Experience managing complex, sensitive, or at‑risk client relationships.
• Bachelor’s degree preferred or equivalent combination of education and experience.

Responsibilities

• Serve as the primary contact for assigned retirement plans and client relationships.
• Manage complex and sensitive client service issues with timely resolution.
• Build and maintain relationships with plan sponsors, participants, and TPAs.
• Collaborate with internal teams to resolve issues and improve processes.
• Partner with sales, recordkeeping, and operations to ensure plan alignment.
• Identify opportunities to retain business and strengthen client relationships.
• Promote applicable products, services, and automation solutions as needed.
• Contribute to process improvement and product enhancement efforts.
• Support onboarding, training, and mentoring of new team members.

Skills

Customer service

Relationship management

Communication

Education

Bachelor's degree in Business Administration or related field

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 Plan Manager, you will play a key role in supporting some of our largest and most complex retirement plan sponsors. In this client-facing position, you will build and strengthen relationships, deliver exceptional service, and help drive client satisfaction and retention. You will collaborate across multiple business areas to resolve complex issues, improve processes, and support the long-term success of our clients and their participants. This is an excellent opportunity for a customer-focused professional who thrives in a fast-paced financial services environment.

The Contributions You'll Make:

• Serve as the primary contact for assigned retirement plans, including larger and more complex client relationships.
• Manage complex and sensitive client service issues and provide timely, effective resolution.
• Build and maintain strong relationships with plan sponsors, participants, distribution partners, and third-party administrators (TPAs).
• Resolve service and communication concerns through collaboration with internal teams, including money in, money out, technical services, operations, and recordkeeping.
• Partner with sales, recordkeeping, and operations teams to ensure plan alignment and client satisfaction.
• Identify opportunities to retain business and strengthen client relationships.
• Promote applicable products, services, and automation solutions based on client needs and plan assets.
• Contribute to process improvement initiatives and product enhancement efforts.
• Support the onboarding, training, and mentoring of new team members.
• Perform other duties as assigned.

Minimum Knowledge & Experience:

• High School Diploma or GED.
• 5+ years of experience in the financial services industry.
• Demonstrated customer service experience and relationship management skills.
• Experience managing complex, sensitive, or at-risk client relationships.
• Strong verbal and written communication skills.
• Ability to collaborate effectively across multiple functions and teams.

Preferred Knowledge & Experience:

• Bachelor's degree in Business Administration or a related field, or equivalent combination of education and experience.
• Experience managing corporate retirement plans.
• Knowledge of retirement plan administration and recordkeeping operations.

#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.

$63,470 - $105,800 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