Senior Defined Contribution Account Manager

Nova 401(k) Associates

Houston (TX)

Remote

USD 100,000 - 125,000

Full time

14 days+

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Benefits offered by this job

Medical, dental, disability, and life insurance

Paid time off

401(k) plan with employer match

Job summary

A leading retirement plan administration firm in the United States is seeking a Senior Defined Contribution Account Manager for a fully remote position. The role includes maintaining client relationships, managing a complex caseload, and exemplifying excellent customer service. Candidates should have over 10 years of 401(k) plan administration experience and advanced knowledge of compliance testing. The position offers a competitive salary between $100,000 and $125,000, along with comprehensive benefits and a strong support structure for remote work.

Qualifications

Ten or more years of 401(k) plan administration experience.
Superior knowledge of ADP/ACP and non-discrimination testing.
Ability to independently manage a book of business.

Responsibilities

Maintain relationships with clients and advisors for high retention.
Manage and prioritize workload towards weekly goals.
Communicate proactively with clients about new industry developments.

Skills

401(k) plan administration experience

NIPA or ASPPA credentials

Excellent written and verbal communication skills

Time management and organizational skills

Critical thinking

Education

College degree

Job description

If you excel at solving your clients' 401(k) problems, you deserve better than a job that is just a \"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