Sr. Advanced Markets Consultant – Qualified Retirement Plans

Job Description

Sr. Advanced Markets Consultant | Voya Financial

The Tone:
This is a full-time role at Voya Financial. The company strives to ensure everyone has the opportunity for a better financial future, working alongside customers, partners, and colleagues to champion access to financial opportunities. This role is crucial for delivering specialized regulatory and consultative expertise on complex retirement plan matters, supporting both internal teams and external clients in navigating intricate compliance landscapes.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: US (location unspecified)
• Pay: $108860–$136080 yearly
• Team: Retirement Services
• Mission: This person analyzes, interprets, and applies Internal Revenue Code (IRC), ERISA, and state retirement plan laws to resolve complex inquiries and deliver strategic guidance.

What You’ll Actually Do
• Research & Interpret: Research, analyze, and interpret IRC, ERISA, and applicable state retirement plan laws, regulations, and guidance to provide accurate and timely consultative support.
• Provide Expertise: Serve as a subject matter expert on qualified retirement plans, including plan design, operational compliance, correction methodologies, and plan documentation considerations.
• Deliver Guidance: Provide technical guidance to internal business partners, clients, and plan sponsors regarding retirement plan regulatory requirements and compliance obligations.
• Consult on Complex Issues: Consult on complex retirement plan issues involving mergers and acquisitions, controlled groups, affiliated service groups, corporate transactions, and plan terminations.
• Communicate Developments: Develop and deliver timely communications regarding legislative, regulatory, and industry developments impacting retirement plans.

The Must-Haves
• Background: Bachelor’s degree and at least 10 years of experience working with qualified retirement plans and related rules and regulations.
• Experience: Demonstrated experience interpreting and applying IRC and ERISA requirements in operational, consultative, or compliance environments, with strong knowledge of retirement plan compliance, operations, and regulatory frameworks.
• Skills: Excellent analytical, research, problem-solving, written, and verbal communication skills, coupled with strong interpersonal and collaboration abilities to effectively partner across functions and engage with stakeholders.
• Bonus: Professional designations such as CPC, QPA, QKA, ERPA, CEBS, or similar credentials; experience supporting large or complex retirement plan sponsors; or experience with corporate transactions, fiduciary governance, and advanced compliance topics.