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Voya Financial

Corporate Bundled - Senior Plan Manager

Posted 14 Days Ago
Be an Early Applicant
In-Office or Remote
Hiring Remotely in Massachusetts, USA
64K-90K Annually
Senior level
In-Office or Remote
Hiring Remotely in Massachusetts, USA
64K-90K Annually
Senior level
Manages complex sponsored retirement plan relationships as the primary client contact. Resolves sensitive service issues, supports client satisfaction and retention, collaborates with Sales, Recordkeeping, and Operations, and identifies product, automation, and process improvement opportunities. The role also supports plan management calls and mentors new employees while serving plan sponsors, distributors, customers, and third-party administrators.
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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

Get to Know the Opportunity

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.

#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.

$64,000 - $90,000 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

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

Voya Financial Boston, Massachusetts, USA Office

121 Seaport Blvd., Boston, United States, 02210

Voya Financial Braintree, Massachusetts, USA Office

30 Braintree Hill Office Park, Braintree, MA, United States, 02184

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