Senior Defined Contribution Account Manager

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 workload towards weekly goals in a results-oriented team environment
• 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

Requirements

• 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
• High level of critical thinking

Benefits

• Base salary of $100,000 - $125,000
• Medical, dental, disability, and life insurance
• Paid time off
• 401(k) plan with employer match
• HSA
• Professional training and designation support

About the Company

Nova 401(k) Associates is a vibrant third party non-producing administration firm with a nationally recognized sales team.