Manger TEM Plan Management-Retirement Services in Windsor, CT at Voya

Date Posted: 9/13/2018

Job Snapshot

  • Employee Type:
    Full-Time
  • Location:
    1 Orange Way
    Windsor, CT
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:
    9/13/2018

Job Description

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Profile Summary:

Directs the Plan Management function to ensure consistent and quality service to clients as well as adherence to applicable laws and regulations.


Profile Description:

  • Directs the establishment of short and long term objectives for the plan management function and implements plans effectively
  • Manages and directs activities of direct and indirect staff in all aspects of the Plan Management function. Selects, leads and coaches staff members. Establishes overall direction of team. Identifies and implements training efforts, makes compensation, hiring and termination decisions. Maintains internal and external customer relationships
  • Reviews operational activities and work processes and make the necessary changes to ensure efficient and effective operation of plan management functions. Participates or leads process improvement efforts
  • Establishes and monitors department budget
  • Collaborates with sales, record keeping and operations staff to ensure plan alignment; Advises staff on plan retention opportunities, sponsors, distribution and TPAs.
  • Availability to travel as needed to meet with our Sponsors and Field Partners
  • Contributes to product development and process improvement efforts
  • Resolves escalated service and communications issues with customers
  • Attending sponsor visits and final presentations
  • Other duties as assigned

Knowledge & Experience:

  • Bachelors degree in Business Administration or equivalent
  • 8+ years of experience in Plan Management/Retirement Services; 2+ years of Supervisory Experience
  • In-depth knowledge of the financial service industry and related legal/compliance issues
  • Knowledge of the Tax Exempt Market, 401, 403(b) and 457 plans.

  • Knowledge of systems, technology and equipment
  • Strong leadership skills; ability to handle multiple priorities, strong oral and written communication skills
  • FINRA Series 6 & 26 (where required by plan type)

#CB

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.

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