Plan Management Manager-Tax Exempt

Position Overview

• Location Type: Remote (100% work from home)
• Job Type: Full-time
• Salary: [Not specified]

This role directs the Tax-Exempt Markets Plan Management function, ensuring consistent and quality service to clients while adhering to applicable laws and regulations.

Company Information

Together we fight for everyone’s opportunity for a better financial future. Voya believes in being bold and committed to action, fostering a work environment where differences are understood, valued, and intentionally pursued. We are committed to a culture where employees feel comfortable bringing their whole selves to work.

Requirements

• Bachelor's degree in Business Administration or equivalent
• 8+ years of experience in Plan Management/Retirement Services
• 2+ years of Supervisory Experience
• Omni 5.5 and 7.4 experience
• In-depth knowledge of the financial service industry and related legal/compliance issues
• Knowledge of systems, technology, and equipment
• Strong leadership skills
• Ability to handle multiple priorities
• Strong oral and written communication skills

Preferred Knowledge & Experience

• FINRA Series 6 (where required by plan type)
• FINRA Series 26 (where required by plan type)

Responsibilities

• Direct the establishment of short- and long-term objectives for the plan management function and implement plans effectively.
• Manage and direct activities of direct and indirect staff in all aspects of the Tax-Exempt Markets TPA/Unbundled Plan Management function.
• Select, lead, and coach staff members, establishing the overall direction of the team.
• Identify and implement training efforts, make compensation, hiring, and termination decisions.
• Maintain internal and external customer relationships.
• Review operational activities and work processes, making necessary changes for efficient and effective operation of plan management functions.
• Participate or lead process improvement efforts.
• Establish and monitor department budget.
• Collaborate with sales, record keeping, and operations staff to ensure plan alignment.
• Advise staff on plan retention opportunities, sponsors, distribution, and TPAs.
• Contribute to product development and process improvement efforts.
• Resolve escalated service and communications issues with customers.
• Perform other duties as assigned.

Compensation Pay Disclosure

Voya is committed to pay that’s fair and equitable, offering comparable pay for comparable roles and responsibilities. The annual base salary range reflects the expected hiring range(s) for this position. In addition to base salary, Voya offers incentive opportunities based on the role to reward the achievement of annual performance objectives. Actual compensation offered may vary from the posted salary.