Senior Plan Manager (Mid-Market)

Voya FinancialHartford, CT

About The Position

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.

Requirements

  • 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

Nice To Haves

  • 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

Responsibilities

  • 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

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
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