Senior Plan Manager

Voya Financial

. Serve as the primary contact for assigned retirement plans, including larger and more complex client relationships .

Posted 10/13/2026full-timeRemote • United StatesSenior💰 $63,470 - $105,800 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 focus on retirement plan administration and customer service excellence. Proven ability to collaborate across teams and contribute to process improvements while mentoring new team members.

Highest-signal resume keywords

Client Relationship ManagementRetirement Plan AdministrationCustomer Service ExperienceVerbal And Written Communication SkillsCollaboration Across Teams

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Retirement Plan AdministrationClient Relationship ManagementProcess ImprovementProduct EnhancementOnboarding And Training

Soft Skills

Customer ServiceRelationship ManagementEffective CommunicationCollaborationMentoring

Industry Keywords

Financial ServicesCorporate Retirement PlansRecordkeeping OperationsPlan SponsorsThird-Party Administrators

About the role

Key responsibilities & impact

Serve as the primary contact for assigned retirement plans, including larger and more complex client relationships
Manage complex and sensitive client service issues and provide timely, effective resolution
Build and maintain relationships with plan sponsors, participants, distribution partners, and third-party administrators
Resolve service and communication concerns through collaboration with internal teams
Partner with sales, recordkeeping, and operations teams to ensure plan alignment and client satisfaction
Identify opportunities to retain business and strengthen client relationships
Promote applicable products, services, and automation solutions based on client needs and plan assets
Contribute to process improvement initiatives and product enhancement efforts
Support onboarding, training, and mentoring of new team members
Perform other duties as assigned

Requirements

What you’ll need

High School Diploma or GED
5+ years of experience in the financial services industry
Demonstrated customer service experience and relationship management skills
Experience managing complex, sensitive, or at-risk client relationships
Strong verbal and written communication skills
Ability to collaborate effectively across multiple functions and teams
Preferred: Bachelor's degree in Business Administration or a related field, or equivalent combination of education and experience
Preferred: Experience managing corporate retirement plans
Preferred: Knowledge of retirement plan administration and recordkeeping operations

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
20 days paid time off
Nine paid company holidays
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 and achievement of annual performance objectives