Senior Implementation Specialist Senior Implementation Specialist …

Voya Investment Management Llc
in Livermore, CA, United States
Permanent, Full time
Be the first to apply
Voya Investment Management Llc
in Livermore, CA, United States
Permanent, Full time
Be the first to apply
Senior Implementation Specialist
Sr. Implementation Specialist-409A Plans CA - Livermore, 7633 Southfront Rd., Suite 120/en-US/voya_jobs/job/CA---Livermore-7633-Southfront-Rd-Suite-120/Sr-Implementation-Specialist-409A-Plans_JR0021441/apply

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Profile Summary:

Manages the implementation of cases to include basic and complex levels. Implements and monitors procedures and controls necessary to improve process or client satisfaction:

Profile Description:

  • Implementation of cases to include basic and complex levels
  • Coordinate efforts across teams or with admin department when necessary
  • Monitor general client satisfaction throughout implementation process
  • Ensure that all clients are satisfied with implementation department experience
  • Manage Client / Broker / Sales Representative requests outside normal scope of services
  • Create project plans and timelines
  • Manage implementation tasks to meet expectations and commitments
  • Manage data integrity
  • Involve senior management with issue resolution as necessary
  • Communicate and partner with administrators post plan transition
  • Support plan audits and quality assurance with respect to:
  • Ensure Plan Documents, Enrollment Materials and Communications are in compliance with regulations, plan design requirements, and platform
  • Trading partner forms and documents
  • Relius set-up & plan creation
  • Database accuracy: participant and plan data input (including beginning balances)
  • Trust / Custodial account setup and linkage to plan in Relius if required
  • Calculation and billing of implementation fees
  • All other aspects of internal or external setup
  • Products, Platforms, Department Maintenance
  • Implement and monitor procedures and controls necessary to improve process or client satisfaction:
  • Assess functionality, procedures and risks related to platforms and implement enhanced controls accordingly
  • Establish and maintain implementation procedures and documents with external partners and trading platforms
  • Maintain in-depth knowledge of Relius, trading linkages, platforms, reconciliation with external parties, insurance carriers, and administration types. Understand the impact of these to implementation and administration processes
  • Assist in coordination of efforts across teams and departments when necessary

Knowledge & Experience:

  • Minimum of 6+ years experience implementing Non-Qualified deferred compensation plans for Fortune 1000 companies
  • Bachelors degree in finance or business related field preferred
  • Experience with Microsoft Word & Excel, and the ability to learn new software quickly
  • Excellent communication, organization, prioritization, and problem solving skills
  • Ability to work well under pressure with multiple priorities and deadlines
  • Must be detail-oriented, a self starter, entrepreneurial, and motivated
  • Experience in Relius Administration and Crystal Reports software programs
  • Candidate must have knowledge of day to day retirement plan administration practices and familiarity with mutual funds and other investment products


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 .

Posted YesterdayFull timeJR0021441

About Voya Financial®

About Voya Financial® Voya Financial, Inc. (NYSE: VOYA), helps Americans plan, invest and protect their savings to get ready to retire better. Serving the financial needs of approximately 13.8 million individual and institutional customers in the United States, Voya is a Fortune 500 company that had $8.5 billion in revenue in 2018. The company had $560 billion in total assets under management and administration as of June 30, 2019. With a clear mission to make a secure financial future possible one person, one family, one institution at a time Voyas vision is to be Americas Retirement Company®. Certified as a Great Place to Work by the Great Place to Work® Institute, Voya is equally committed to conducting business in a way that is socially, environmentally, economically and ethically responsible. Voya has been recognized as one of the 2019 Worlds Most Ethical Companies® by the Ethisphere Institute; as a member of the Bloomberg Gender Equality Index; and as a Best Place to Work for Disability Inclusion on the Disability Equality Index by Disability:IN. For more information, visit . Follow Voya Financial on , and Twitter .

Our Businesses:

Retirement is a leading provider of retirement products and services in the U.S. serving more than 49,000 institutional clients and nearly 5.1 million individual retirement plan investors. Voya also has approximately 1,700 financial advisors serving the retail market. Voyas Retirement business is focused on guiding Americans to greater retirement readiness and financial wellness through employer-sponsored savings plans and holistic retirement and income guidance.

Individual Life, which ceased new sales as of Dec. 31, 2018, is an in-force block of nearly 800,000 individual life insurance policies. Individual Life continues to provide Voya with free cash flow as well as earnings and capital diversification.

Investment Management is a leading, active asset management firm serving both affiliated and external institutions as well as individual investors. Drawing on over 40 years of history in investment management, the firm has the experience and resources to provide clients with investment solutions with an emphasis on equities, fixed income, and multi-asset strategies and solutions.

Employee Benefits is a top provider of stop-loss coverage in the U.S. In addition, Voya provides a comprehensive and highly flexible portfolio of life, disability, voluntary insurance products, and health savings and spending accounts to businesses covering 6.2 million individuals through the workplace. Please click here to read more:

We have several state-of-the-art facilities all over the country. Click here to read more about our offices and what each of them offer:

Voya is an equal opportunity employer and we are committed to maintaining a diverse workforce. Voya has been recognized for many of our diversity practices. Please click here to read more: