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Provide phone-based client support for 401(k) plan administration, assisting with census submissions, Form 5500, basic troubleshooting, and documentation. Receive paid training, work in a team environment, and progress toward industry credentials with opportunities for advancement.

Identify and engage investment professionals and plan sponsors to sell Nova's TPA retirement plan services; deliver presentations and webinars; maintain frequent contact with intermediaries through on-site visits and events; analyze market trends and provide feedback to management; build strong partner relationships and attend periodic offsite sales training.

Sell Nova 401(k) consulting and pension administration services to retirement plan advisors and record-keepers. Prospect and build relationships with investment professionals, deliver presentations, maintain frequent client contact via visits and events, analyze market trends, provide feedback to management, and attend periodic sales training. Target regional intermediary partners and support business growth through consultative sales activities.

Lead and manage 4–6 teams delivering fiduciary and non-discrimination testing services. Oversee productivity, staffing, budgets, training, client retention, regulatory compliance, and process improvements while developing team leaders and supporting succession planning.

Manage a caseload of defined contribution clients (PEP and 402(a)), maintain client/advisor relationships, ensure plan compliance and testing, consult on plan design and operations, coordinate with internal teams and record-keepers, and meet weekly team goals to deliver superior client service.

Manage complex 401(k) plans and client relationships, ensure compliance with testing regulations, and maintain high client retention rates while providing exceptional service.