Plan Manager at Voya Financial

Boston, Massachusetts, United States -

Full Time

Start Date

Immediate

Expiry Date

07 Mar, 26

Salary

80320.0

Posted On

07 Dec, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Relationship Management, Financial Analysis, Problem Solving, Communication, Organization, Prioritization, Team Collaboration, Attention to Detail, Microsoft Word, Microsoft Excel, Relius Administration, Crystal Reports, Cross-Departmental Collaboration, Asset Management, Liability Reconciliation, Customer Focus

Industry

Financial Services

Description

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. Like our Purpose Statement, Voya believes in being bold and committed to action. We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision. Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage – Apply Now Job Description Profile Summary: This position will provide essential support to the Executive Benefit Services team in administering 409A clients and executive retirement plans. The role focuses on assisting senior team members with daily activities, ensuring accuracy, and maintaining the highest level of client satisfaction. The chosen candidate is expected to develop and maintain a working knowledge of executive retirement plans such as SERP plans, Restoration Plans, deferral plans, and Rabbi Trusts. In addition, familiarity with multiple funding methods for Liabilities and Assets is preferred, including COLI, Split Dollar, VUL, Mutual Funds, and Unfunded Plans. Profile Description: Assist Sr. Client Service Managers in managing client relationships and delivering exceptional service. Support the preparation and delivery of accurate client quarterly valuations in a timely manner. Coordinate and manage requests related to enrollment materials. Perform daily asset/liability reconciliations and escalate discrepancies as needed. Provide administrative support for strategic consultations and client communications. Collaborate with sales, recordkeeping, and operations teams to ensure seamless execution of tasks. Help resolve account imbalances by working with trading partners under guidance from senior staff. Participate in cross-departmental projects and provide backup support during peak periods. Maintain organized documentation and assist with reporting requirements. Knowledge & Experience: Minimum of 3–5 years’ experience supporting administration of Non-Qualified deferred compensation plans (experience with Fortune 1000 companies preferred). Bachelor’s degree in finance or business-related field preferred. Experience with Microsoft Word & Excel, and ability to learn new software quickly. Excellent communication, organization, prioritization, and problem-solving skills. Ability to work well under pressure with multiple priorities and deadlines. Must be detail-oriented, proactive, and able to work collaboratively in a team environment. Experience in Relius Administration and Crystal Reports software programs is a plus. #LI-NV1 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. $48,180 - $80,320 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 At Voya, we have identified the following critical skills which are key to success in our culture: 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 Voya Financial, Inc., is a leading retirement, employee benefits and investment management company. Voya’s services and solutions help clear the path to financial confidence and a more fulfilling life for approximately 15.7 million individual, workplace and institutional clients. Certified as a “Great Place to Work” by the Great Place to Work® Institute, Voya fosters a culture that values customer centricity, integrity, accountability, agility and inclusivity. Together with customers and partners, Voya employees fight for everyone's opportunity for a better financial future. For more information visit https://www.voya.com/ Voya’s values serve as our compass, bringing together our culture, performance, brand, vision, strategy and corporate responsibility activities. Our values guide our decision-making and behaviors allowing us to deliver worth to our customers, distribution partners, shareholders and each other. With a lens on balance, health & welfare, our work environment offers flexibility. The majority of our roles have adopted a hybrid schedule — working some days in the office and some days remotely, providing flexibility for work-life balance and still allowing the benefit of in-person collaboration. Some functions will continue to be 100% on-site and others may be fully remote, depending on business needs. We care We do the right thing We have customer passion We have a winning spirit We are the We Certified by the Great Place to Work® Institute as a Great Place to Work®, 2016-2025, Voya is equally committed to conducting business in a way that is socially, environmentally, economically and ethically responsible. Voya’s culture is proudly recognized by multiple organizations. See a full listing of our awards and recognition.

Responsibilities

The Plan Manager will provide essential support to the Executive Benefit Services team, focusing on administering 409A clients and executive retirement plans. Responsibilities include assisting senior team members, ensuring accuracy, and maintaining high levels of client satisfaction.