Sr. Advanced Markets Consultant
About The Position
The Sr. Advanced Markets Consultant within Retirement Services provides regulatory expertise, consultative support, and thought leadership on qualified retirement plan matters. The role analyzes, interprets, and applies provisions of the Internal Revenue Code (IRC), ERISA, and applicable state retirement plan laws to resolve complex inquiries, support business initiatives, and provide strategic guidance to internal and external stakeholders. The consultant serves as a subject matter expert on qualified retirement plans, including plan design, operational compliance, correction methodologies, plan documentation, fiduciary responsibilities, and governance. The position also supports plan sponsors using Voya's pre-approved plan document program, assists with new business opportunities and prospect consultations, and develops educational resources and communications about legislative, regulatory, and industry developments.
Requirements
- Bachelor's degree.
- 10+ years of experience working with qualified retirement plans and related rules and regulations.
- Demonstrated experience interpreting and applying IRC and ERISA requirements in operational, consultative, or compliance environments.
- Strong knowledge of retirement plan compliance, operations, and regulatory frameworks.
- Excellent analytical, research, and problem-solving skills, including the ability to independently assess and resolve complex issues.
- Exceptional written and verbal communication skills, with the ability to translate technical concepts into practical, business-focused guidance.
- Ability to manage multiple priorities and deliverables in a fast-paced environment.
- Strong interpersonal and collaboration skills, including the ability to partner effectively across multiple functions within Retirement Services.
- Ability to engage with clients, consultants, and internal stakeholders to address complex inquiries and deliver high-quality solutions.
Nice To Haves
- Professional designations such as CPC, QPA, QKA, ERPA, CEBS, or similar credentials.
- Experience supporting large or complex retirement plan sponsors.
- Experience working on retirement plan matters related to corporate transactions, fiduciary governance, and advanced compliance topics.
Responsibilities
- Research, analyze, and interpret IRC, ERISA, and applicable state retirement plan laws, regulations, and guidance to provide accurate, timely consultative support.
- Serve as a subject matter expert on qualified retirement plans, including plan design, operational compliance, correction methodologies, and plan documentation considerations.
- Provide technical guidance to internal business partners, clients, and plan sponsors on retirement plan regulatory requirements and compliance obligations.
- Support sponsors using Voya's pre-approved retirement plan document program.
- Recommend remediation strategies and plan design alternatives that balance regulatory requirements, client objectives, and operational feasibility.
- Consult on complex retirement plan issues involving mergers and acquisitions, controlled groups, affiliated service groups, corporate transactions, and plan terminations.
- Provide expertise on fiduciary responsibilities, plan governance, committee oversight, and regulatory compliance matters.
- Support new business opportunities and prospect consultations with technical retirement plan expertise.
- Develop and deliver communications about legislative, regulatory, and industry developments affecting retirement plans.
- Support internal education initiatives through training materials, stakeholder briefings, business rollouts, and technical guidance.
- Create educational resources, technical bulletins, procedural documentation, and client-facing communications.
- Leverage technology, automation, and AI-enabled tools to enhance research efficiency, knowledge sharing, and regulatory support activities.
Benefits
- Health, dental, vision, and life insurance plans.
- 401(k) savings plan with company matching contributions up to 6%.
- Employer-paid Voya Retirement Plan cash balance benefit of 4%.
- Tuition reimbursement up to $5,250 per year.
- Paid time off, including 20 days of paid time off, nine paid company holidays, and a flexible Diversity Celebration Day.
- 40 hours of paid volunteer time per calendar year.
- Incentive opportunities, which may include annual cash incentives, sales incentives, and/or long-term incentives, based on the role.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
