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Senior Defined Contribution Account Manager

3 hours, 51 minutes ago
United States
Full-time
Lead
Account Manager
Customer and Technical Support
Apply Now
Nova 401

Nova 401

Nova 401(k) Associates is a national third party administration (TPA) firm specializing in customized retirement plan design and compliance services for business owners and financial advisors. With expertise in 401(k) plans, 403(b) plans, and Defined B...

Capital Markets
51-200
Founded 2000
View All Jobs 13

Description

  • Maintain client and advisor relationships and support strong client retention.
  • Manage a caseload of complex defined contribution plans.
  • Review escalated work product completed by team members.
  • Prioritize and manage workload to achieve weekly goals.
  • Consult with clients on retirement plan operations and design.
  • Proactively communicate industry developments to clients and investment advisors.
  • Coordinate with internal departments, recordkeepers, and advisors to deliver a positive client experience.
  • Perform work in accordance with Nova policies and procedures.

Requirements

  • 10+ years of 401(k) plan administration experience.
  • NIPA or ASPPA credentials.
  • College degree.
  • Advanced knowledge of ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4) nondiscrimination testing.
  • Advanced knowledge of controlled-group testing, mergers, and acquisitions.
  • Excellent written and verbal communication skills.
  • Strong time management, organization, multitasking, and critical-thinking abilities.
  • Ability to independently and proactively manage a book of business.
  • Commitment to ongoing learning and coaching.
  • Must work from the United States and be authorized to work for any U.S. employer.

Benefits

  • Base salary of $100,000–$125,000 plus overtime pay; salaried non-exempt role.
  • Fully remote work with company-provided computer, phone, and home-office equipment.
  • 37.5-hour workweek with a choice of start time between 7:30 and 8:30 a.m.
  • Generous paid time off.
  • Medical, dental, disability, and life insurance.
  • 401(k) plan with employer match and HSA.
  • Financial support for professional designations and recurring professional training.
  • Career advancement opportunities.

Interested in this position?

Apply directly on the company website

Apply Now

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