Plan Manager - Full Service TEM

Join a client-focused team responsible for supporting sponsored plans and strengthening relationships with existing clients. In this role, you will serve as a primary contact for assigned plan sponsors, resolve complex service and communication issues, and coordinate solutions across internal teams. You will also collaborate with sales, recordkeeping, and operations partners to support plan alignment, client retention, process improvement, and business results.

Responsibilities

Serve as the primary customer contact for assigned sponsored plans; Resolve service and communication issues through direct engagement with plan sponsors, customers, and internal functional teams, including money-in, money-out, and technical services; Participate in relationship management activities with plan sponsors and customers; Collaborate with sales, recordkeeping, and operations teams to support plan alignment; Contribute to product development and process improvement initiatives; Resolve complex customer service and communication issues; Identify and support plan retention opportunities involving plan sponsors, distribution partners, and third-party administrators; Support plan management 800-number calls as assigned; Perform other duties as assigned

Requirements

High School Diploma or GED required; Three or more years of financial services industry experience; Customer service experience and demonstrated customer relationship skills

Nice to have

Bachelor's degree in Business Administration or an equivalent combination of education and experience; Series 6 registration

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; 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day; Paid volunteer time of 40 hours per calendar year