Sr Install/Conversion Spec

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.

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Get to Know the Opportunity:    

Please Note:  Work location for this role is FLEXIBLE! This position allows 100% remote work from home . Must work East Coast hours.

Under general supervision, the Sr. Client Transition Manager is responsible for the Installation/Conversion of client’s retirement plan participant data to in-house recordkeeping and payments systems. Serves as the main point of contact during plan transition managing the plan installation process from plan receipt through plan go live.

The Contributions You’ll Make:    

• Ensures complete and accurate assumption of participant records for new clients.  This includes set up of new clients, conversion of existing balances from prior recordkeepers, proficiency in all aspects of reconciliation, compliance and services related to plans. 
• Coordinates and manages responses to client service requests during installation and conversion process.  This is achieved through reconciliation of plan assets, report and statement production, communications with clients, and timeline creation and maintenance.
• Capable of handling installation/processing  of start up plans and standard takeover plans.
• Works closely with managers and participates in team environment, assisting others and monitoring team progress.
• Ensure all assigned work and tasks are completed in a timely manner.
• Other duties as assigned.

Minimum Knowledge & Experience:

• 2-4 years of experience in corporate retirement plans
• Strong knowledge of defined contribution products.
• Experience with Omni and Microsoft Office Suite preferred
• Demonstrated analytical/problem solving skills/project management skills
• Ability to clearly communicate complex technical issues
• Will require overtime during busy periods ( last quarter – Nov and Dec in particular)
• Ability to handle multiple issues simultaneously.
• Works well in an environment with deadlines and scheduled deliverables

Preferred Knowledge & Experience:

• BS Degree or equivalent experience

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.