Plan Manager – Tax Exempt Retirement

Voya Financial

. Serve as the primary customer contact for assigned sponsored plans .

Posted 10/13/2026full-timeRemote • United StatesMid-LevelSenior💰 $57,000 - $72,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong customer service and client support skills within the financial services industry, with a focus on relationship management and process improvement. Capable of independently resolving complex service issues and identifying retention opportunities.

Highest-signal resume keywords

Customer Service ExperienceClient Support SkillsFinancial Services Industry ExperienceOMNI ExperienceSPARK Certification

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Process ImprovementRelationship ManagementService DeliveryComplex Issue ResolutionProduct Development

Soft Skills

Communication SkillsProblem-Solving Skills

Certifications & Qualifications

SPARK Certification

Industry Keywords

Financial ServicesPlan SponsorsTPAsCustomer RetentionSales Alignment

Tech Stack

Tools & technologies

Spark

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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 preferred

Benefits

Comp & perks

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
Annual cash incentives, sales incentives, and/or long-term incentives based on the role