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Nova 401(k) Associates

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Team Leader

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Nova 401(k) Associates is hiring a Team Leader for the 401(k) Administration Program, Inc. (AMP). The focus of this position is managing a team of professionals to meet company goals. The AMP Team Leader is responsible for training, goal setting, creating a positive work environment for junior staff, and performance reviews for the team members. Team leaders typically have input into setting policies and are expected to champion Nova culture and goals. Team leaders are evaluated primarily on the success of their team. For this position, an individual must have at minimum ten years of industry experience and five years of supervisory experience.

Job Responsibilities:
• Manage a team of 6-8 staff members, which will include some combination of Senior Account Managers, Account Managers, and Associate Account Managers. Management will include ensuring client satisfaction of the clients assigned to the team, managing the team to meet Nova’s performance metrics, providing training and feedback to team members, and completing salary and performance reviews
• Champion for AMP’s values and policies
• Assist in training staff members throughout the year
• Resolve a minimum of 50% of service issues escalated by team members
• Keep current with new regulations and legislation as well as an awareness of proposed regulations and legislation
• Assist with a minimum of three Nova client/broker outreach initiatives throughout the year, such as live seminars, webinars, or special Nova events
• Assist team members with annual client reviews
• Maintain a caseload of about 50 clients
• Provide design and consulting services to plans assigned to the team
• Cultivate existing client relationships for plans assigned to the team
• Communicate with principals, clients, financial advisors, attorneys, CPAs, and other professionals on plans assigned to the team
• Other duties as required

Qualifications:
• 10+ years of experience in nondiscrimination testing
• 5+ years of supervisory or management experience in the retirement plan field
• NIPA or ASPPA credentials
• Bachelor’s degree
• Excellent knowledge of ADP/ACP, 415, 410(b), Top Heavy and 401(a)(4) non-discrimination testing
• Strong knowledge of ERISA, Internal Revenue Code and Regulations, including experience in nondiscrimination testing
• Ability to manage and prioritize workload towards weekly goals in a results-oriented team environment
• Able to interpret provisions of pre-approved and individually designed plan documents
• Strong research and analytical skills
• Excellent written and verbal communication skills
• Superior organizational skills
• Flexibility, adaptability and ability to multi-task
• High level of critical thinking
• Committed to lifelong learning and coachable

Compensation and Benefits:
• Base Salary $90,000-$120,000
• Salaried, exempt
• Medical, dental, disability, and life insurance
• Paid time off
• 401(k) plan with employer match

Work Location/Hours:
• Work from home
• Must work from USA and be authorized to work for any US employer
• We will supply all necessary computer equipment
• You may choose a start time between 7:30 am and 8:30 am

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What this application asks

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First Name, Last Name, Email, Phone, Resume/CV, Cover Letter

  • Please provide your complete address (Address 1, Address 2 (if applicable), City, State, and Zip Code).
  • Are you legally eligible for employment in the United States? choose one
  • Please provide your United States Visa status, if applicable. optional
  • Are you at least 18 years old? choose one
  • Have you filed all required federal and state personal tax returns timely? choose one
  • Have you paid all federal income taxes that you owe? choose one
  • If you have not paid all federal income taxes that you owe, have you entered into a payment agreement with the Internal Revenue Service? choose any
  • Have you declared bankruptcy in the last five years? choose one
  • Have you had a property foreclosed upon or been sued for nonpayment on bills in the last five years? choose one
  • In the past five years, have you been more than 90 days behind on any bill? choose one
  • If you owe child support, are you current on your child support? choose any
  • What hours are you available to work?
  • If hired, when could you start?
  • Do you have a bachelor's degree? choose one
  • Do you have credentials from NIPA or ASPPA? choose one
  • If you answered yes to the previous question, please list your credential(s). optional
  • Do you have 10+ years of experience in non-discrimination testing? choose one
  • Do you have 5+ years of supervisory or management experience in the retirement plan field? choose one
  • Do you have excellent knowledge of ADP/ACP, 415, 410(b), Top Heavy and 401(a)(4) non-discrimination testing? choose one
  • Do you have strong knowledge of ERISA, Internal Revenue Code and Regulations, including experience in nondiscrimination testing? choose one
  • What is your minimum required salary? choose any
  • Where did you hear about this job (please provide website name if applicable)?
  • If you have a LinkedIn Profile, please share it here! optional
  • I hereby certify that all statements made in this application are true and correct to the best of my knowledge and belief. I understand that any misrepresentations or omissions of facts in this application are grounds for disqualification from further consideration or for dismissal from employment. I authorize the company to inquire into my educational, professional and past employment history references as needed to research my qualifications for this position. If employed, I agree to conform to the rules, regulations and policies of the company. I understand that I will be an employee “at will” and either the company or I may terminate my employment relationship at any time for any reason not in violation of law. I hereby acknowledge that I have read and fully understand the forgoing and seek employment under these conditions. choose any

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