Lead Recordkeeper - NonQualified Plans

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.

Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage - Apply Now

Position Summary

We are seeking a detail-oriented and experienced operations professional to join our Non-Qualified (NQ) Operations team. This role is critical in supporting the accurate and timely processing of financial transactions, including check issuance, ACH transfers, and tax filings. The ideal candidate will bring a strong understanding of NQ plan nuances and demonstrate the ability to manage complex workflows with precision and compliance.

Key Responsibilities

• Process and reconcile check disbursements and ACH transactions for NQ plans.
• Support quarterly and annual tax reporting processes, including 1099 & W-2 generation and validation.
• Add new participants and alternate payees to the system.
• Maintain and update ACH & W4 forms and ensure compliance with internal controls and regulatory requirements.
• Collaborate with plan managers and processing teams to ensure accuracy and timeliness of money-out transactions.
• Monitor and resolve issues related to data discrepancies.
• Assist in documenting and improving procedures for plan-specific and general operations.
• Participate in cross-functional projects, including the expansion of money-out processing responsibilities.
• Provide support for audit and compliance reviews as needed.
• Assist with monthly reports, specialty asset/liability comparison reporting, and maintain participant statement templates through Cedar.

Qualifications

• 3+ years of experience in retirement operations, preferably with a focus on NQ plans.
• Strong knowledge of check processing, ACH workflows, and tax reporting.
• Familiarity with plan-specific rules under IRC 409A and other regulatory frameworks.
• Excellent attention to detail and ability to manage multiple priorities in a fast-paced environment.
• Proficiency in Microsoft Excel and experience with retirement systems (e.g., Millennium, Relius Administration) is a plus.
• Strong communication and collaboration skills.

Preferred Attributes

• Experience working with both onshore and offshore teams.
• Ability to identify and implement process improvements.
• Comfortable navigating plan-specific nuances and client-specific requirements.

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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.

$43,020 - $71,710 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. That's why we offer an array of plans, programs, tools and resources with one goal in mind: To help you and your family be well and stay well.

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

Learn more about Voya benefits (download PDF)

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

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.

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