ESOP Client Relationship Manager
About this role
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
Get to Know the Opportunity
The Contributions You’ll Make
ESOP Plan Strategy & Governance
- Serve as the subject matter expert for the company’s ESOP, providing strategic guidance on plan design, administration, and long-term sustainability.
- Partner with Legal, Finance, Tax, Payroll, and external advisors to support plan compliance with applicable regulations and fiduciary requirements.
- Support governance activities including plan audits, annual valuations, trustee interactions, and regulatory documentation.
Plan Administration & Operations
- Oversee day-to-day ESOP administration, including participant eligibility, allocations, vesting, diversification, distributions, and related transactions.
- Ensure accurate and timely execution of annual plan activities, including valuations, participant statements, and required filings.
- Identify opportunities to improve processes, enhance operational efficiency, and strengthen the participant experience.
Stakeholder & Participant Engagement
- Serve as a trusted advisor to senior leadership, HR partners, and business leaders on ESOP-related matters.
- Develop and deliver participant communications and educational materials that clearly explain plan provisions and benefits.
- Respond to complex participant inquiries with professionalism, accuracy, and a customer-focused approach.
Risk Management & Compliance
- Monitor legislative and regulatory developments impacting ESOP administration and recommend appropriate actions.
- Partner with internal audit and external advisors to address findings and strengthen controls.
- Maintain current documentation, policies, and procedures to support ongoing compliance and audit readiness.
Leadership & Collaboration
- Mentor and guide junior team members, fostering technical expertise, accountability, and continuous improvement.
- Contribute ESOP expertise to broader benefits, retirement, and total rewards initiatives.
Minimum Knowledge & Experience
- Bachelor's degree or equivalent professional experience.
- 7+ years of experience in ESOP administration, retirement plan management, employee benefits, or a related field.
- Strong knowledge of ERISA, IRS regulations, fiduciary responsibilities, and ESOP administration best practices.
- Experience partnering with trustees, valuation firms, and external advisors.
- Demonstrated ability to manage complex processes with a high degree of accuracy and attention to detail.
- Strong analytical, organizational, and problem-solving skills.
- Excellent written and verbal communication skills, including experience communicating with senior leaders and stakeholders.
- Ability to translate complex technical information into clear and actionable guidance.
- Proven ability to work effectively across multiple functions and influence stakeholders without direct authority.
Preferred Knowledge & Experience
- Advanced degree in Business, Finance, Accounting, Law, Human Resources, or a related discipline.
- Professional certification such as CEPA, CPA, JD, or similar credential.
- Experience supporting fiduciary governance processes and regulatory audits.
- Experience developing employee education and communication strategies related to ownership or retirement plans.
- Background in a highly regulated financial services, benefits, or compensation environment.
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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.
$99,000 - $123,00 USDBe 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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