Annual Distributions Team Leader

Nova 401(k) Associates; Houston (TX); Remote; USD 90,000 - 115,000; Full time

Job summary

A leading company in retirement planning is seeking an experienced Annual Distributions Team Leader to oversee operations and ensure compliance with regulatory deadlines. This mid-senior level position calls for strong ERISA knowledge and management experience in a dynamic, high-volume environment. The role offers competitive salary and benefits, with opportunities for professional development.

Benefits

Health, dental, disability, and life insurance

Paid time off

401(k) with employer match

Qualifications

• At least five years of management experience in a high-volume environment.
• Experience with 401(k) loans/distributions.
• Industry credentials like ASPPA/NIPA are a plus.

Responsibilities

• Manage 8-10 staff members and ensure client satisfaction.
• Monitor team productivity and generate reports.
• Stay updated on regulations and legislation.

Skills

Communication

Customer Service

Organizational Skills

Proficient online working skills

Ability to handle confidential information

Education

Bachelor's degree

Tools

MS Excel

MS Word

Job description

Join to apply for the Annual Distributions Team Leader role at Nova 401(k) Associates.

Nova 401(k) Associates is seeking an experienced leader to head our Annual Distributions Team, a pivotal role in our organization. As the Annual Distributions Team Leader, you will be responsible for ensuring compliance with regulatory deadlines for processing required distributions and managing the department's operations effectively.

To succeed in this role, you must have a strong working knowledge of ERISA, including distribution requests such as required minimum distributions (RMDs), involuntary distributions, corrective distributions, and loan defaults. You should also be able to interpret upcoming regulations affecting the retirement industry.

Your duties will include addressing escalated issues, mentoring staff, and collaborating with other departments, including automation, to improve processes.

If you are ready for a leadership role that leverages your ERISA expertise and commitment to professional growth, we encourage you to apply. Join us and make a significant impact in retirement plan distributions.

Job Responsibilities:

• Manage 8-10 staff members
• Promote Nova 401(k) Associates values and policies
• Ensure client and participant satisfaction
• Meet service standards and regulatory deadlines
• Monitor team productivity and generate reports
• Assist in training and mentoring staff
• Manage distribution requests inflow and outflow
• Improve and develop processes
• Stay updated on regulations and legislation
• Perform other duties as required
• Conduct performance reviews timely
• Attend leadership & development training in Houston or other locations

Qualifications:

• Bachelor's degree required
• At least five years of management experience in a high-volume environment
• Experience with 401(k) loans/distributions
• Proficient online working skills
• Excellent communication and customer service skills
• Ability to handle confidential information
• Strong organizational skills
• Proficiency in MS Excel and Word
• Flexible and able to multi-task
• Clean background check
• Industry credentials like ASPPA/NIPA are a plus

Compensation & Benefits:

• Base salary: $90,000-$115,000
• Salaried, non-exempt
• Health, dental, disability, and life insurance
• Paid time off
• 401(k) with employer match

Work Location/Hours:

• Remote work from the USA
• Authorized to work in the US required
• Company provides necessary equipment
• Start time flexible between 7:30 am and 8:30 am

We listen, communicate, and value your contributions.

Additional Details:

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Information Technology