Special Projects Account Manager

Nova 401(k) Associates; Houston (TX); Remote; USD 90,000 - 125,000; Full time

Benefits offered by this job

Medical, dental, disability, and life

401(k) match

Paid time off

Equipment provided

Job summary

Nova 401(k) Associates is seeking an experienced SPT Account Manager to work remotely with a national client base on special projects related to prior year administration. You will lead client engagements, guide the completion of filings, and ensure compliance timelines while maintaining strong relationships with financial professionals.

The role emphasizes project coordination, strong communication, and the ability to manage a diverse caseload across US clients from a home office, with multiple

Qualifications

• 8-10 years of 401(k) plan administration and consulting experience.
• 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.
• NIPA or ASPPA credential, ERPA a plus
• 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
• High level of critical thinking
• Committed to lifelong learning and coachable

Responsibilities

• Maintain a caseload of clients including current and new clients with missed prior year work.
• Consult and guide clients through completion of prior year work, including timelines and deliverables.
• Monitor project progress and ensure timely completion of all tasks.
• Participate in client calls regarding outstanding requirements and timelines.
• Coordinate with internal teams to implement corrective actions and bring plans into compliance.
• Cultivate existing client relationships and communicate with principals, clients, and professionals on project plans.

Skills

401(k) administration

Consulting experience

Communication skills

Time management

Multitasking

Independent portfolio management

Critical thinking

Lifelong learning

Education

NIPA credential

ASPPA credential

ERPA credential (a plus)

Job description

Do you excel at consulting with clients? Do you want the flexibility and convenience of working from home? Are you looking for a position with career advancement opportunities? If so, Nova 401(k) Associates may have a position for you!

We are hiring a Special Projects Team (SPT) AccountManager.

Nova 401(k) Associates is a vibrant and growing national 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.

The SPT Account Manager will work with clients to complete outstanding prior year administration requirements. This would include compliance testing, Form 5500 filings, and annual valuations.

Job Responsibilities

• Maintain a caseload of clients which will be a mix of current clients and new clients with missed prior year annual administration work
• Consult and guide clients through completion of all prior year work, including:
• Monitoring project progress and ensuring all work is completed timely
• Assisting and participating in client calls regarding outstanding requirements, timelines, and deliverables
• Coordinating with internal teams to efficiently execute corrective actions and bring plans into compliance
• Cultivating existing client relationships
• Communicating with principals, clients, financial advisors, attorneys, CPAs, and other professionals on plans involved with special project work

Qualifications

• 8-10 years of 401(k) plan administration and consulting experience
• 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
• NIPA or ASPPA credential, ERPA a plus
• 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
• High level of critical thinking
• Committed to lifelong learning and coachable

Compensation and Benefits

• Base Salary $90,000 - $125,000
• 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
• You may choose a start time between 7:30 am and 8:30 am