Implementation Account Manager

🔥 21 hours ago

🇺🇸 United States – Remote

💵 $70k - $90k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧑‍🔧 Technical Customer Success Manager

👻 Ghost score 2%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Nova 401(k) Associates

WebsiteLinkedInAll Job Openings

51 - 200 employees

💼 Consulting

🛡️ Insurance

💸 Finance

Consulting • Insurance • Finance

Nova 401(k) Associates is a national third-party administration (TPA) firm that specializes in providing customized retirement plan design and compliance services to business owners and financial advisors. The company manages over 7,500 retirement plans including 401(k), 403(b), and Defined Benefit plans, representing more than $9 billion in retirement plan assets. Nova 401(k) Associates offers educational webinars, resources, and personalized consultations to aid in understanding and managing retirement plans. They are dedicated to effective communication and delivering quality services to their clients.

📋 Description

• Provide excellent client/advisor experience during the implementation phase of their plan • Request and coordinate collection of census information, plan documents, prior compliance testing, and IRS forms from clients and outside professionals • Act as a liaison between clients, advisors, and platform providers during the implementation phase • Review plan adoption agreements and complete plan provision paperwork for various platform providers • Assist clients with plan provision inquiries to ensure a basic understanding of plan operation • Participate in weekly calls with clients, financial professionals, and platform providers to manage plan timelines • Set up internal systems and load information into compliance software • Perform work according to Nova policies and procedures

🎯 Requirements

• Five or more years of retirement plan implementation/onboarding experience • Ability to manage workload towards weekly goals in a results oriented team environment • Excellent written and verbal communication skills • Excellent time management and organizational skills • Ability to multi-task • High level of critical thinking • Coachable and committed to professional development • Industry credentials are an added bonus • Must work from USA • Must be authorized to work for any US employer • 40-hour work week

🏖️ Benefits

• Medical, dental, disability, and life insurance • Paid time off • 401(k) plan with employer match • Necessary computer equipment supplied