Senior Plan Manager; Mid-Market

Overview

This role is responsible for managing all aspects of mid‑market retirement plans, serving as a primary point of contact for plan sponsors and customers. The position focuses on maintaining and strengthening client relationships, supporting complex and high‑value plans, and contributing to overall client satisfaction and profitability.

• Serve as the primary contact for designated sponsored plans, handling complex and sensitive client interactions
• Resolve service and communication issues through direct engagement with plan sponsors, customers, and internal teams (e.g., money in, money out, technical services)
• Support relationship management activities to strengthen partnerships with plan sponsors and customers
• Collaborate with sales, recordkeeping, and operations teams to ensure alignment and seamless plan execution
• Contribute to product development and process improvement efforts; promote appropriate products, services, and automation based on client needs and assets
• Directly manage and resolve issues for high‑risk or at‑risk clients to support retention
• Identify opportunities to improve plan retention and partner with sponsors, distribution teams, and TPAs
• Assist with training and mentoring new employees as needed
• Support inbound plan management calls via the 800‑number line as assigned
• Perform additional duties as assigned

Minimum Knowledge &

Experience:

• Bachelor’s degree in Business Administration or equivalent experience
• 5+ years of experience in the financial services industry
• Strong customer service skills with experience handling client interactions
• Demonstrated experience managing complex, sensitive, and high‑risk client relationships

Preferred Knowledge &

Experience:

• Experience working with mid‑market retirement plans or similar client segments
• Familiarity with cross‑functional collaboration across sales, operations, and technical teams
• Previous experience supporting client retention strategies and initiatives

Annual base salary range: $63,470 - $96,980 USD. Incentive opportunities may be offered based on performance.

• 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

Equal Employment Opportunity Voya Financial is an equal‑opportunity employer. Voya Financial provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any other status protected by state or local law.