Kevin Malley Email and Phone Number
I am accomplished leader with extensive experience in client management as well as retirement, and health & benefits administration. I provide consultation and operational expertise to clients, helping them with all aspects of their retirement benefit plans, including consultation on plan design changes. I co-lead all aspects of client governance as well as the contracting process. The overall result is high client satisfaction and retention as well as an improved experience for plan participants. My areas of expertise include:• Relationship Management• Strategic Planning• Client Retention • Sales and Growth Strategy • Contracting• Team Building and Leadership • Budget Planning and Management • Process Improvement:
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Relationship ManagerVoya Financial Mar 2024 - Present -
Operations LeaderTelus Health | Telus Santé Sep 2019 - Aug 2023Canton, Massachusetts, United StatesI managed a team of senior operations managers and was responsible for a total team of 60 benefits professionals who provided defined benefit plan administration and consulting for 30 defined benefit clients. I provided relationship management and consultative administration services to my clients, resulting in the highest client and participant satisfaction levels. My role also included participation in all aspects of the sales process, including request for proposal (RFP) responses, development of client materials, and presentation of TELUS Health capabilities to prospective clients. -
Principal, Operations LeaderMercer Jul 2013 - Sep 2019Norwood, MaLed a team of 4 senior operations managers and a total staff of fifty Defined Benefit professionals responsible for more than 20 clients and +$20M in total annual revenue. Ensured that the appropriate controls and management routines were followed for all aspects of plan administration. Partnered with clients and plan actuaries in the review, planning and execution of plan design projects such as lump sum offerings to terminated plan participants, plan freeze activity and full plan terminations. Mentored team members and work with them through all stages of career development -
Client Services Director, 401(K), Pension, Health & BenefitsMercer Jan 2005 - Jul 2013Norwood, MaResponsible for oversight and management of the Defined Contribution, Defined Benefit, and Health & Welfare administration of 19 clients, including five Fortune 500 companies and +$19M in annual revenue. Responsible for overall relationship management, annual business planning and ongoing project management as well as ensuring appropriate risk management controls were in place for all clients. Coordinated and participated in contract renewals, including pricing, statement of work and service levels. Contributed to enterprise business improvement efforts including process, systems, and product enhancements.
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Assistant Vice President And Manager, 401(K) Client ServicesPutnam Investments 1999 - 2005Managed a team of +15 associates responsible for managing seven large market 401(k) plans. Assisted in the development of firm-wide best practice processes and operations controls. Represented operations in sales prospect meetings. Led client-specific projects including plan design and fund lineup changes. Worked with the Internal Learning and Training team to develop and deliver a comprehensive curriculum to operations staff. -
Team Leader, 401(K) Client ServicesPutnam Investments Dec 1996 - Jan 1999Responsible for all administrative aspects of 401(k) plan management, including daily processing and project work such as 5500 filings and nondiscrimination testing, ensuring daily reconciliation of cash and share movement. Managed a staff of eight employees and was responsible for staff development and performance reviews. Led training of call center representatives, including review of plan provisions and responses for frequently asked questions.
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MultiplePutnam Investments 1992 - 1996Broker Operations Supervisor December, 1994 - December, 1996 Wholesaler Support Representative January, 1994 - December, 1994Participant / Broker Services RepresentativeSeptember, 1992 - January, 1994
Kevin Malley Education Details
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Business Administration And Management -
Economics -
The Roxbury Latin School
Frequently Asked Questions about Kevin Malley
What company does Kevin Malley work for?
Kevin Malley works for Voya Financial
What is Kevin Malley's role at the current company?
Kevin Malley's current role is Strategic Relationship Manager.
What schools did Kevin Malley attend?
Kevin Malley attended Boston College Carroll School Of Management, College Of The Holy Cross, The Roxbury Latin School.
Who are Kevin Malley's colleagues?
Kevin Malley's colleagues are Edlesha(Teen) Tiller(Pre-Teen), Gowtham J, John Brosnahan, Luisa Dearth, George Mckenzie, Sam Mueller, David Heidelberger.
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