Voya Financial
Plan Manager
at Voya Financial
Location:
Charlotte, NC
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 escape 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.
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.
$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.
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
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.
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.
Seniority Level Not Applicable
Employment Type Full-time
Job Function Management and Manufacturing
Industries Insurance and Financial Services
Referrals increase your chances of interviewing at Voya Financial by 2x
Get notified about new Plan Manager jobs in Charlotte, NC.
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at Voya Financial
Location:
Charlotte, NC
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 escape 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.
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.
$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.
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
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.
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.
Seniority Level Not Applicable
Employment Type Full-time
Job Function Management and Manufacturing
Industries Insurance and Financial Services
Referrals increase your chances of interviewing at Voya Financial by 2x
Get notified about new Plan Manager jobs in Charlotte, NC.
#J-18808-Ljbffr