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Team Leader

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

  • Manage and develop a team of 6–8 Senior Account Managers, Account Managers, and Associate Account Managers.
  • Ensure client satisfaction and achievement of AFS performance metrics across the team.
  • Train, coach, provide feedback to, and conduct salary and performance reviews for team members.
  • Champion AFS values, policies, culture, and goals, including contributing input to policy setting.
  • Resolve at least 50% of service issues escalated by team members.
  • Stay current on new and proposed regulations and legislation.
  • Support at least three annual client or broker outreach initiatives, including seminars, webinars, or special events.
  • Assist team members with annual client reviews.
  • Manage a caseload of approximately 50 clients and provide plan design and consulting services.
  • Cultivate client relationships and communicate with principals, clients, financial advisors, attorneys, CPAs, and other professionals.

Requirements

  • 10+ years of experience in nondiscrimination testing.
  • 5+ years of supervisory experience.
  • Credentials from a nationally recognized organization, such as ASPPA or NIPA.
  • Strong knowledge of ERISA, the Internal Revenue Code, and related regulations.
  • Strong research and analytical skills.
  • Excellent written and verbal communication skills.
  • Proficiency in Microsoft Excel and Microsoft Word.
  • Strong organizational, coordination, multitasking, flexibility, and adaptability skills.
  • Knowledge of Pension Pro (preferred).
  • Authorization to work for any U.S. employer and ability to work from the United States.

Benefits

  • Base salary of $80,000–$120,000 in a salaried, exempt role.
  • Remote work from home, with company-provided computer equipment.
  • Medical, dental, disability, and life insurance.
  • Paid time off.
  • 401(k) plan with employer match.
  • Choice of start time between 7:30 a.m. and 8:30 a.m.

Interested in this position?

Apply directly on the company website

Apply Now

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