Nova 401(k) Associates · 5 hours ago
AMP Implementation Team Leader
United States
Full-time
Remote
Mid, Senior Level
$90K/yr - $110K/yr
5+ years expnova401 is seeking an Implementation Team Leader to manage the onboarding processes for retirement plans. The role involves overseeing a team, resolving escalated issues, and ensuring a smooth installation process for new clients.
ConsultingFinancial Services
No H1B
Responsibilities
Management of 6-8 staff members
Champion Nova 401(k) Associates values and policies
Manage the team to meet Nova’s overall service standards
Monitor team productivity through weekly report generation
Train and mentor staff members throughout the year
Perform escalated reviews for work product prepared by team members
Keep current with new regulations and proposed legislation
Resolve service issues escalated by team members
Communicate with participants, principals, clients, financial advisors, attorneys, CPAs, and other professionals throughout the installation process
Complete performance reviews in a timely manner
Attend leadership & development training in Houston (or other location) at least 2-3 times per year
Perform other related duties as required
Qualification
Required
Bachelor's degree
Relevant industry experience in plan conversions and installations
Five or more years of supervisory or management experience in the retirement plan field
Comfortable working online and managing remote staff
Superior organizational skills
Proficiency with MS Excel and MS Word
Flexibility, adaptability, and ability to multi-task
Clean background check
Ability to manage workload towards weekly goals in a 'results only' environment
Preferred
ASPPA/NIPA industry credentials a plus
Benefits
Medical, dental, disability, and life insurance
Paid time off
401(k) plan with employer match
Company
Nova 401(k) Associates
Nova 401(k) Associates is a financial services firm headquartered in Houston.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Arasely Valdez, ERPA, QPA, QKA, APA
Chief Operations Officer
Company data provided by crunchbase