Plan Manager
Listed on 2026-01-07
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Finance & Banking
Business Administration -
Business
Business Administration
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Company PurposeTogether we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: we will stand up for and champion everyone’s access to opportunities. The status quo is not good enough. We believe every individual and community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future, knowing that it depends on our actions today.
Like our Purpose Statement, Voya believes in being bold and committed to action. We are committed to a work environment where the differences we are born with and those we acquire throughout our lives are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work.
Purposefully bringing our differences together positively influences our culture, serves our clients and enriches our communities – essential to our vision.
Are you ready to join a company with a strong purpose and a winning culture? Start your voyage – apply now.
Job DescriptionProfile
Summary:
This position will provide essential support to the Executive Benefit Services team in administering 409A clients and executive retirement plans. The role focuses on assisting senior team members with daily activities, ensuring accuracy, and maintaining the highest level of client satisfaction. The chosen candidate is expected to develop and maintain a working knowledge of executive retirement plans such as SERP plans, Restoration Plans, deferral plans, and Rabbi Trusts.
Familiarity with multiple funding methods for liabilities and assets is preferred, including COLI, Split Dollar, VUL, Mutual Funds, and Unfunded Plans.
- Assist Senior Client Service Managers in managing client relationships and delivering exceptional service.
- Support the preparation and delivery of accurate client quarterly valuations in a timely manner.
- Coordinate and manage requests related to enrollment materials.
- Perform daily asset/liability reconciliations and escalates discrepancies as needed.
- Provide administrative support for strategic consultations and client communications.
- Collaborate with sales, recordkeeping, and operations teams to ensure seamless execution of tasks.
- Help resolve account imbalances by working with trading partners under guidance from senior staff.
- Participate in cross‑departmental projects and provide backup support during peak periods.
- Maintain organized documentation and assist with reporting requirements.
- Minimum of 3–5 years’ experience supporting administration of Non‑Qualified deferred compensation plans (experience with Fortune 1000 companies preferred).
- Bachelor’s degree in finance or business‑related field preferred.
- Experience with Microsoft Word & Excel, and ability to learn new software quickly.
- Excellent communication, organization, prioritization, and problem‑solving skills.
- Ability to work well under pressure with multiple priorities and deadlines.
- Must be detail‑oriented, proactive, and able to work collaboratively in a team environment.
- Experience in Relius Administration and Crystal Reports software programs is a plus.
Voya is committed to pay that’s fair and equitable, which means comparable pay for comparable roles and responsibilities. The below annual base salary range reflects the expected hiring range(s) for this position in the location(s) listed. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long‑term incentives) based on the role to reward the achievement of annual performance objectives.
Salaries for part‑time roles will be prorated based on the agreed number of hours to be regularly worked. $48,180 – $80,320 USD.
- Health, dental, vision and life insurance plans
- 401(k) Savings plan – with generous company matching contributions (up to 6%)
- Voya Retirement Plan – employer…
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