Corporate Bundled - Senior Plan Manager

Join a team dedicated to delivering exceptional retirement plan service and client experiences. In this role, you will manage relationships with complex sponsored retirement plans, serving as a trusted partner to plan sponsors and key stakeholders. You'll collaborate across multiple business functions to drive client satisfaction, client retention, and operational excellence while supporting service enhancements and process improvements. This is an exciting opportunity to work with high-profile clients and contribute to the long-term success of both our customers and the business.

Responsibilities

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 while promoting 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

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

Nice to have

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

Benefits

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; Incentive opportunities (annual cash incentives, sales incentives, and/or long-term incentives) based on role