Team Leader

Nova 401(k) Associates; Houston (TX); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical, dental, disability, and life insurance

Paid time off

401(k) plan with employer match

Job summary

Nova 401(k) Associates is seeking a Team Leader for the 401(k) Administration Program to manage a team of professionals. Responsibilities include team management, training, handling performance reviews, and ensuring client satisfaction. Candidates should have at least 10 years of industry experience and 5 years in a supervisory role. Compensation includes a base salary of $90,000-$120,000 and benefits like medical insurance, paid time off, and a 401(k) plan with employer match. This position allows for working from home and requires US work authorization.

Qualifications

• 10+ years of experience in nondiscrimination testing.
• 5+ years of supervisory or management experience in the retirement plan field.
• Strong knowledge of ERISA, Internal Revenue Code and Regulations.

Responsibilities

• Manage a team of 6-8 staff members.
• Assist in training staff members throughout the year.
• Resolve service issues escalated by team members.

Skills

Nondiscrimination testing

Supervisory or management experience

ADP/ACP knowledge

Research and analytical skills

Excellent communication skills

Education

Bachelor's degree

Tools

NIPA or ASPPA credentials

Job description

Nova 401(k) Associates is hiring a Team Leader for the 401(k) Administration Program, Inc. (AMP). The focus of this position is managing a team of professionals to meet company goals. The AMP Team Leader is responsible for training, goal setting, creating a positive work environment for junior staff, and performance reviews for the team members. Team leaders typically have input into setting policies and are expected to champion Nova culture and goals. Team leaders are evaluated primarily on the success of their team. For this position, an individual must have at minimum ten years of industry experience and five years of supervisory experience.

Responsibilities

• Manage a team of 6-8 staff members, which will include some combination of Senior Account Managers, Account Managers, and Associate Account Managers. Management will include ensuring client satisfaction of the clients assigned to the team, managing the team to meet Nova's performance metrics, providing training and feedback to team members, and completing salary and performance reviews
• Champion for AMP's values and policies
• Assist in training staff members throughout the year
• Resolve a minimum of 50% of service issues escalated by team members
• Keep current with new regulations and legislation as well as an awareness of proposed regulations and legislation
• Assist with a minimum of three Nova client/broker outreach initiatives throughout the year, such as live seminars, webinars, or special Nova events
• Assist team members with annual client reviews
• Maintain a caseload of about 50 clients
• Provide design and consulting services to plans assigned to the team
• Cultivate existing client relationships for plans assigned to the team
• Communicate with principals, clients, financial advisors, attorneys, CPAs, and other professionals on plans assigned to the team
• Other duties as required

Qualifications

• 10+ years of experience in nondiscrimination testing
• 5+ years of supervisory or management experience in the retirement plan field
• NIPA or ASPPA credentials
• Bachelor's degree
• Excellent knowledge of ADP/ACP, 415, 410(b), Top Heavy and 401(a)(4) non-discrimination testing
• Strong knowledge of ERISA, Internal Revenue Code and Regulations, including experience in nondiscrimination testing
• Ability to manage and prioritize workload towards weekly goals in a results-oriented team environment
• Able to interpret provisions of pre-approved and individually designed plan documents
• Strong research and analytical skills
• Excellent written and verbal communication skills
• Superior organizational skills
• Flexibility, adaptability and ability to multi-task
• High level of critical thinking
• Committed to lifelong learning and coachable

Compensation and Benefits

• Base Salary $90,000-$120,000
• Salaried, exempt
• Medical, dental, disability, and life insurance
• Paid time off
• 401(k) plan with employer match

Work Location and 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