Remote Defined Benefit Team Lead - Retirement Plans

Nova 401(k) Associates; Houston (TX); Remote; USD 120,000 - 150,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Disability insurance

Life insurance

Paid time off

401(k) plan with employer match

Job summary

Nova 401(k) Associates is seeking a Team Leader for the Defined Benefit Team to lead a group of 10-15 actuaries and DB specialists. The role focuses on service quality, performance metrics, and staff development while supporting Nova's culture and goals.

The candidate should have 10+ years in the retirement plan industry with 5+ years of supervisory experience, and hold or pursue relevant credentials. This position can operate remotely within the United States, with periodic travel to Houston

Qualifications

• 10+ years of retirement plan industry experience, including defined benefit, cash balance or combo plans.
• 5+ years of supervisory or management experience in retirement plans.
• Credentials such as NIPA, ASPPA, EA, ASA preferred.
• Bachelor's degree required; related field preferred.
• Strong knowledge of ERISA, IRS, Treasury Regulations and nondiscrimination testing.
• Ability to manage workload toward weekly goals in a team setting.
• Ability to interpret pre-approved and individually designed plan documents.
• Strong research and analytical skills; excellent written and verbal communication.
• Superior organizational skills; flexible, adaptable and coachable.
• Demonstrated leadership through others and decision-making in complex client situations.

Responsibilities

• Manage a team of 10-15 actuaries and DB specialists with oversight of service quality and performance metrics.
• Model and reinforce Nova values, set expectations, and align work with company goals.
• Develop team members through coaching, training and feedback throughout the year.
• Collaborate with Combo AM, Sales and leadership; serve as escalation point for complex issues.
• Stay current with regulations and proposed changes affecting DB/combination plans.
• Coordinate Nova's annual broker cash balance plan external webinar.
• Oversee DB plan termination processes and streamline workflows.
• Build processes to prepare distribution packages for DB plans accurately and efficiently.
• Manage client projects by prioritizing, communicating progress, and ensuring timely deliverables.
• Perform other duties as required.

Skills

Staff leadership

Retirement plan knowledge

Communication skills

Analytical skills

Regulatory knowledge

Prioritization

Lifelong learning

Coaching

Education

Bachelor's degree

Actuarial/Math/Finance/Business degree preferred

Job description

Nova 401(k) Associates is seeking a Team Leader for the Defined Benefit Team to lead a group of 10-15 actuaries and DB specialists. The role focuses on service quality, performance metrics, and staff development while supporting Nova's culture and goals.

The candidate should have 10+ years in the retirement plan industry with 5+ years of supervisory experience, and hold or pursue relevant credentials. This position can operate remotely within the United States, with periodic travel to Houston