Senior Defined Contribution Account Manager

Posted 16 Days Ago
Be an Early Applicant
Hiring Remotely in USA
Remote
Senior level
Fintech • Payments • Financial Services
The Role
The Senior Defined Contribution Account Manager manages client relationships and oversees complex 401(k) plan administration, ensuring superior client service and compliance with regulatory testing. This role involves collaboration with various teams, proactive communication about industry developments, and maintaining a high client retention rate.
Summary Generated by Built In

If you excel at solving your clients' 401(k) problems, you deserve better than a job that is just "okay". Do you want the flexibility and convenience of working from home? Are you looking for a position with career advancement opportunities? Are you tired of working many hours of overtime? If so, Nova 401(k) Associates may have a "wow" position for you!

Overview of the Position:

Nova 401(k) Associates is looking to fill fully remote Senior Defined Contribution Account Manager positions. We will provide you with a home office set-up including a computer and a phone. Nova has been offering remote work for over 10 years. We offer a great work experience for our remote employees!

We are in the process of transforming our Account Manager positions to focus more on review and client/advisor service. Our Account Manager position is supported by a strong implementation group, plan document team, special projects team, and loan and distribution department. Our Account Managers are organized into teams that work toward firm goals with special recognition given to individuals with exceptional performance. Each Team Leader schedules weekly calls to discuss upcoming deadlines and developments within Nova and the industry.

About Nova:

Nova 401(k) Associates is a vibrant third party non-producing administration firm. We have a nationally recognized sales team allowing us to grow continuously and provide career advancement opportunities for our professionals.

What Nova Offers You:

This position supports a great work-life balance with a 37.5 hour work week, generous PTO, and overtime pay. We also financially support professional designations and offer regular, recurring, professional training. We offer a competitive compensation package including medical insurance, dental insurance, disability insurance, life insurance, a 401(k) plan, and an HSA.


Job Responsibilities:

  • Maintain client and advisor relationships with a high active client retention rate
  • Maintain a caseload of more complicated plans
  • Perform escalated work product review for other team members
  • Manage and prioritize your workload towards weekly goals in a results-oriented team environment
  • Exemplify superior client service and the ability to consult with clients regarding plan operation and design
  • Proactively communicate with clients and investment advisors about new industry developments
  • Work with other Nova departments, record-keepers, and advisors to ensure a great client experience
  • Perform work according to Nova policies and procedures

Qualifications:

  • Ten or more years of 401(k) plan administration experience
  • NIPA or ASPPA credentials
  • College degree
  • Superior knowledge of ADP/ACP, 415, 410(b), Top Heavy and 401(a)(4) non-discrimination testing
  • Superior knowledge of 401(a)4 and controlled group testing; mergers and acquisitions experience
  • Excellent written and verbal communication skills
  • Excellent time management, organizational skills, and ability to multi-task
  • Ability to proactively and independently manage a book of business
  • Excellent organizational skills
  • High level of critical thinking
  • Committed to lifelong learning and coachable

Compensation and Benefits:

  • Base Salary $100,000 - $125,000
  • Salaried, non-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
  • 37.5-hour work week
  • You may choose a start time between 7:30 am and 8:30 am

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The Company
Houston, TX
180 Employees
On-site Workplace
Year Founded: 2000

What We Do

Nova 401(k) Associates provides third party administration services for 401(k) plans and actuarial services for defined benefit and cash balance plans. In this dog-eat-dog world, we give clients and financial advisors the resources and knowledge they need to make informed decisions and run retirement plans successfully.

At Nova 401(k) Associates, we understand your 401(k) plan is a small part of your business. And while your 401(k) plan may seem like a little detail, if you either don’t structure your plan correctly or aren’t proactive in managing it, your 401(k) plan can become a big headache. We fully understand the ins and outs of the 401(k) industry, so we don’t waste your time or money when it comes to creating an efficient 401(k) plan.

The best way for us to serve our clients, is to understand their business. It’s the only way we can tell you what you need to know. Our account managers are skilled at listening to clients and asking the right questions to get to the client’s real goals, issues and problems, so that we can correctly consult without making inaccurate assumptions.

When it comes to 401(k) plan expertise, we cut through the clutter and spare you the information overload. Our account managers are critical thinkers and understand the importance of clear, consistent communication. They talk to our clients and partners in a language they understand. At Nova 401(k) Associates, we offer actionable solutions instead of theoretical approaches

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