Sr Plan Manager

Job Summary

In this role, you will manage complex retirement plans and serve as a trusted partner to plan sponsors, helping drive client satisfaction and retention. You’ll collaborate across internal teams to deliver high‑quality service solutions while supporting operational excellence. This position offers the opportunity to work with large, complex clients and contribute to process improvements and product enhancements.

• Serve as the primary point of contact for assigned sponsored plans, including complex and sensitive accounts.
• Resolve service and communication issues through direct engagement with sponsors, customers, and internal teams (e.g., operations, technical services).
• Support relationship management efforts with plan sponsors and stakeholders.
• Partner with sales, recordkeeping, and operations teams to ensure alignment and effective service delivery.
• Contribute to product development and process improvement initiatives.
• Promote appropriate products, services, and automation solutions aligned with client needs.
• Manage highly sensitive and at‑risk client situations with urgency and professionalism.
• Identify and support plan retention opportunities with sponsors, distribution partners, and TPAs.
• Assist with training and mentoring of new team members.
• Support inbound service calls as assigned.
• Perform other duties as assigned.

• Bachelor’s degree in Business Administration or equivalent experience.
• 5+ years of experience in the financial services industry.
• Demonstrated customer service experience and skills.
• Experience managing complex, sensitive, and at‑risk clients.
• Experience working with retirement plans or recordkeeping platforms.
• Strong relationship‑management experience with plan sponsors.
• Experience collaborating cross‑functionally across operations and sales teams.

Instill Customer Obsession – delivers high‑quality service and resolves complex client issues to strengthen relationships and improve outcomes for plan sponsors and participants.

Transform with Automation/AI – promotes and supports the use of automation and efficient processes to enhance service delivery and reduce friction for clients.

Drive Higher Performance Through Our People – partners with internal teams and mentors new employees to ensure alignment, knowledge sharing, and consistent service excellence.

Execute on the Fundamentals – maintains strong operational discipline by resolving issues accurately, managing risk, and supporting retention of key and at‑risk clients.

Annual base salary range: $77,580 – $96,980 USD. Incentive opportunities are also available.

• 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

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.

Reasonable accommodations are available for qualified individuals with disabilities. If a reasonable accommodation is needed to participate in the job application or interview process, or to perform essential job functions, please contact our accessibility coordinator.