Team Leader

Responsibilities

• Manage a team of 6-8 staff members including Account Managers
• Ensure client satisfaction and meet performance metrics
• Provide training, feedback, and conduct performance reviews
• Resolve at least 50% of escalated service issues
• Maintain a caseload of approximately 50 clients
• Provide design and consulting services for assigned plans
• Cultivate existing client relationships and communicate with financial professionals
• Stay current with new regulations and legislation

Requirements

• 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
• Expert knowledge of ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4) testing
• Strong knowledge of ERISA and Internal Revenue Code
• Strong research, analytical, and organizational skills

Benefits

• Base salary between $90,000 and $120,000
• Medical, dental, disability, and life insurance
• Paid time off
• 401(k) plan with employer match
• Necessary computer equipment provided

About the Company

Nova 401(k) Associates provides specialized administration and consulting services for retirement plans.