Sr Plan Manager

About the role

You will manage complex retirement plans and serve as a trusted partner to plan sponsors, helping drive client satisfaction and retention. You’ll collaborate across internal teams to deliver high-quality service solutions while supporting operational excellence.

Responsibilities

• Serve as the primary point of contact for assigned sponsored plans, including complex and sensitive accounts
• Resolve service and communication issues through direct engagement with sponsors, customers, and internal teams (e.g., operations, technical services)
• Support relationship management efforts with plan sponsors and stakeholders
• Partner with sales, recordkeeping, and operations teams to ensure alignment and effective service delivery
• Contribute to product development and process improvement initiatives
• Promote appropriate products, services, and automation solutions aligned with client needs
• Manage highly sensitive and at-risk client situations with urgency and professionalism
• Identify and support plan retention opportunities with sponsors, distribution partners, and TPAs
• Aid in training and mentoring of new team members
• Perform other duties as assigned

Requirements

• Bachelor’s degree in Business Administration or equivalent experience
• 5+ years of experience in the financial services industry
• Demonstrated customer service experience and skills
• Experience managing complex, sensitive, and at-risk clients

Preferred Knowledge & Experience

• Experience working with retirement plans or recordkeeping platforms
• Strong relationship management experience with plan sponsors
• Experience collaborating cross-functionally across operations and sales teams

Qualifications

• Passionate drive to delight our customers and offer unique solutions that deliver on their expectations
• Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution
• Partnering effectively to drive our culture and execute on our common goals
• Appreciation and understanding of the financial services industry in order to make sound business decisions
• Openness to new ways of thinking and acquiring new skills to retain a competitive advantage

Skills

• Customer Focused
• Critical Thinking
• Team Mentality
• Business Acumen
• Learning Agility

Benefits

Health, dental, vision and life insurance plans
Voya 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)

Pay

$77,580 - $96,980 USD

Schedule

Full-time

Additional Information

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.

Misuse of Voya's name in fraud schemes

Misuse of Voya's name in fraud schemes