Team Leader

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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