Voya Financial

Plan Manager – Tax Exempt Retirement

Voya Financial
Posted 10/21/2026full-timeRemote • United StatesMid-LevelSenior💰 $56,930 - $72,000 per yearWebsite
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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 issues and identifying retention opportunities with plan sponsors and partners.

Highest-signal resume keywords
Customer Service ExperienceFinancial Services Industry ExperienceOMNI ExperienceSPARK CertificationRelationship Management

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
  • Incentive opportunities, including annual cash incentives, sales incentives, and/or long-term incentives

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills
Strong Client Support SkillsCommunication SkillsProblem-Solving Skills
Certifications & Qualifications
SPARK Certification
Industry Keywords
Financial ServicesPlan SponsorsTPAsProduct DevelopmentProcess Improvement