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Director

Role overview

Qualifications

  • 10+ years of experience in non-discrimination testing
  • 8+ years of supervisory experience
  • Credentials with a nationally recognized organization (ASPPA or NIPA)
  • Strong knowledge of ERISA, Internal Revenue Code and Regulations

Responsibilities

  • Champion AFS values and policies
  • Manage 4 – 6 teams
  • Monitor team productivity and progress toward firm/team goals through report generation
  • Set and monitor weekly goals for each team

Key facts

  • Remote from: United States
  • Full time
  • Expert & Leadership (>10 years)
  • English

Other skills

  • Analytical Skills
  • Team Management
  • Microsoft Excel
  • Microsoft Word
  • Communication
  • Organizational Skills
  • Physical Flexibility
  • Adaptability
  • Multitasking

About the company

Nova 401(k) Associates logo

Nova 401(k) Associates

Financial Services

Nova 401(k) Associates provides third party administration services for 401(k) plans and actuarial services for defined benefit and cash balance plans. In this dog-eat-dog world, we give clients and financial advisors the resources and knowledge they need to make informed decisions and run retirement plans successfully. At Nova 401(k) Associates, we understand your 401(k) plan is a small part of your business. And while your 401(k) plan may seem like a little detail, if you either don’t structure your plan correctly or aren’t proactive in managing it, your 401(k) plan can become a big headache. We fully understand the ins and outs of the 401(k) industry, so we don’t waste your time or money when it comes to creating an efficient 401(k) plan. The best way for us to serve our clients, is to understand their business. It’s the only way we can tell you what you need to know. Our account managers are skilled at listening to clients and asking the right questions to get to the client’s real goals, issues and problems, so that we can correctly consult without making inaccurate assumptions. When it comes to 401(k) plan expertise, we cut through the clutter and spare you the information overload. Our account managers are critical thinkers and understand the importance of clear, consistent communication. They talk to our clients and partners in a language they understand. At Nova 401(k) Associates, we offer actionable solutions instead of theoretical approaches.

Company details

IndustryFinancial Services
Company size51 - 200

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Job description

AFS is hiring a Director. Administrative Fiduciary Services Inc. (‘AFS’) serves as a co-fiduciary with employers with respect to administrative issues helping employers more effectively fulfill their fiduciary responsibilities and saving employers time. 

The focus of the Director of AFS is managing teams of professionals to meet company goals. For this position, an individual must have a minimum of ten years of non-discrimination testing experience and eight years of supervisory experience. 

Job Responsibilities:

  • Champion AFS values and policies
  • Manage 4 – 6 teams
  • Monitor team productivity and progress toward firm/team goals through report generation
  • Set and monitor weekly goals for each team
  • Resolve a minimum of 90% of service issues escalated by your team members
  • Develop and train assistant team leaders and team leaders
  • Manage salary budgets and client retention for your teams
  • Keep current with new regulations and legislation as well as an awareness of proposed regulations and legislation
  • Stay abreast of emerging trends in technology and law changes and provide leadership in evolving AFS service offerings
  • Provide input on staffing and team models
  • Participate in succession planning for your teams
  • Assist AFS management in moving to a more institutionalized business model

Qualifications:

  • 10+ years of experience in non-discrimination testing 
  • 8+ years of supervisory experience
  • Credentials with a nationally recognized organization (ASPPA or NIPA) 
  • Strong knowledge of ERISA, Internal Revenue Code and Regulations
  • Strong research and analytical skills
  • Excellent written and verbal communication skills
  • Proficiency in MS Excel and MS Word
  • Superior organizational and coordination skills
  • Flexibility, adaptability, and ability to multi-task
  • Knowledge of Pension Pro a plus

 Compensation and Benefits:

  • Base Salary $120,000 - $150,000
  • Salaried, exempt
  • 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

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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