Senior Advanced Markets Consultant

This is a fully remote position, open to applicants in Connecticut, +4 more states.

📋 Description

• Conduct research, analysis, and interpretation of IRC, ERISA, and relevant state retirement plan laws, regulations, and guidance.

• Act as a subject matter expert on qualified retirement plans, encompassing plan design, operational compliance, correction methodologies, and plan documentation considerations.

• Offer technical guidance to internal business partners, clients, and plan sponsors regarding regulatory requirements and compliance obligations for retirement plans.

• Assist sponsors using Voya's pre-approved retirement plan document program.

• Propose remediation strategies and plan design alternatives that balance regulatory requirements, client objectives, and operational feasibility.

• Advise on complex retirement plan issues related to mergers and acquisitions, controlled groups, affiliated service groups, corporate transactions, and plan terminations.

• Provide expertise concerning fiduciary responsibilities, plan governance, committee oversight, and regulatory compliance matters.

• Support new business opportunities and prospect consultations with specialized knowledge in retirement plans.

• Create and deliver communications on legislative, regulatory, and industry developments affecting retirement plans.

• Contribute to internal education initiatives by creating training materials, stakeholder briefings, business rollouts, and technical guidance.

• Develop educational resources, technical bulletins, procedural documentation, and client-facing communications.

• Utilize technology, automation, and AI-enabled tools to improve research efficiency and streamline regulatory support.

• Collaborate across Retirement Services to educate, influence, and empower colleagues.

⛳️ Requirements

• A bachelor's degree is required.

• A minimum of 10 years of experience with qualified retirement plans and their associated rules and regulations.

• Proven experience in interpreting and applying IRC and ERISA requirements in operational, consultative, or compliance settings.

• Strong understanding of retirement plan compliance, operations, and regulatory frameworks.

• Excellent analytical, research, and problem-solving skills, with the capacity to independently evaluate and resolve complex challenges.

• Outstanding written and verbal communication skills, with the ability to convey technical concepts into practical, business-oriented guidance.

• Capability to manage multiple priorities and deliverables in a dynamic environment.

• Strong interpersonal and collaboration skills, with the ability to effectively partner across various functions within Retirement Services.

• Proven ability to engage with clients, consultants, and internal stakeholders to address complex inquiries and provide high-quality solutions.

• Preferred professional designations include CPC, QPA, QKA, ERPA, CEBS, or similar credentials.

• Experience in supporting large or complex retirement plan sponsors is preferred.

• Familiarity with retirement plan matters related to corporate transactions, fiduciary governance, and advanced compliance topics is preferred.

🏝️ Benefits

• Comprehensive health, dental, vision, and life insurance plans.

• 401(k) Savings plan with generous company matching contributions (up to 6%).

• Voya Retirement Plan featuring an employer-paid cash balance retirement plan (4%).

• Tuition reimbursement of up to $5,250 per year.

• Paid time off, which includes 20 days of paid leave, nine paid company holidays, and a flexible Diversity Celebration Day.

• Paid volunteer time of up to 40 hours per calendar year.

• Incentive opportunities, which may include annual cash incentives, sales incentives, and/or long-term incentives.