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Plan Manager at Voya — full service tax‑exempt keeper of client relationships.
Collaborate with sales, records, ops to boost profitability and serve diverse communities.
Together 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 every community deserves access to financial opportunities.
We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today.
Profile Summary
Manages all aspects of Full Service Tax Exempt plans, maintain and enhance relationships with existing clients, and help to contribute to increased profitability.
Profile Description
Serves as primary customer contact for specific sponsored plans
Resolves service and communication issues through direct contact with sponsors, other customers, and internal functional units (money in, money out, technical services)
Participates in relationship management with plan sponsors and customers
Collaborates with sales, record keeping and operations staff to ensure plan alignment
Contributes to product development and process improvement efforts
Directly resolves complex service and communications issues with customers
Identifies and assists with plan retention opportunities, sponsors, distribution and TPAs
Other duties as assigned
Knowledge & Experience
3+ years financial services industry experience
Customer Services experience/skills
Preferred Knowledge & Experience
Bachelors degree in Business Administration or equivalent
Compensation Pay Disclosure
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. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Voya Financial is willing to pay at the time of this posting.
Actual compensation offered may vary from the posted salary range based upon the candidate’s geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salaries for part‑time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
$50,600 - $84,340 USD
Be Well. Stay Well.
Voya provides the resources that can make a difference in your lives. To us, this means thriving physically, financially, socially and emotionally. Voya benefits are designed to help you do just that. That’s why we offer an array of plans, programs, tools and resources with one goal in mind: To help you and your family be well and stay well.
What We Offer
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
Learn more about Voya benefits (download PDF)
Critical Skills
Customer Focused : Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
Critical Thinking : Thoughtful process of analyzing data and problem solving data to reach a well‑reasoned solution.
Team Mentality : Partnering effectively to drive our culture and execute on our common goals.
Business Acumen : Appreciation and understanding of the financial services industry in order to make sound business decisions.
Learning Agility : Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.
Learn more about Critical Skills
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.
Reasonable Accommodations
Voya is committed to the inclusion of all qualified individuals. As part of this commitment, Voya will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please reference resources for applicants with disabilities .
Misuse of Voya's name in fraud schemes
Misuse of Voya's name in fraud schemes