Senior Plan Manager

Voya Financial

. Serve as the primary customer contact for assigned sponsored retirement plans, including complex and sensitive client relationships .

Posted 10/15/2026full-timeUnited StatesSenior💰 $64,000 - $90,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing complex client relationships within the financial services industry, with a strong focus on customer service, problem-solving, and collaboration across cross-functional teams. Proficient in supporting retirement plans and enhancing client satisfaction through effective communication and service delivery.

Highest-signal resume keywords

Customer Service ExperienceRelationship Management SkillsComplex Issue ResolutionCollaboration With Cross-Functional TeamsRetirement Plan Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Services Industry ExperienceRetirement Plan AdministrationProcess ImprovementProduct DevelopmentTraining And Mentoring

Soft Skills

Strong Communication SkillsProblem-Solving SkillsCollaboration Skills

Certifications & Qualifications

HS DiplomaGED

Industry Keywords

Plan SponsorsThird-Party AdministratorsClient SatisfactionService DeliveryAutomation Opportunities

About the role

Key responsibilities & impact

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
Promote 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

Requirements

What you’ll need

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
Bachelor's degree in Business Administration or an equivalent combination of education and experience (preferred)
Experience supporting retirement plans or sponsored plan administration (preferred)
Experience working with plan sponsors, distributors, and third-party administrators (TPAs) (preferred)
Experience collaborating with cross-functional teams, including Sales, Operations, and Recordkeeping (preferred)
Previous training, coaching, or mentoring experience (preferred)
Knowledge of retirement plan products, services, and industry regulations (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