Voya Financial

Sr Plan Document Consultant

Voya Financial(21 days ago)

HybridFull TimeSenior$90,000 - $120,000Professional Services
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About this role

The Senior Plan Document Consultant at Voya is responsible for the installation and ongoing support of retirement plan documents for sponsor clients. The role serves as a central point between Sales and Client Transition teams to ensure plan specifications are accurately captured and transitioned into Voya’s OMNI platform. This position also supports pre-sales evaluation and contributes to improving plan document workflows and tools.

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Required Skills

  • Plan Design
  • Document Drafting
  • ERISA
  • IRS Regulations
  • Legal Research
  • Client Consultation
  • Salesforce
  • Excel
  • PowerPoint
  • FIS ASP

+5 more

Qualifications

  • B.S. or B.A. Degree
  • OKA Designation
Voya Financial

About Voya Financial

voya.com

We help individuals and employers clear a path to financial confidence with 401(k)s, 403(b)s, 457s, HSAs, FSAs, life, disability & voluntary insurance.

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