Experienced Implementation Account Manager

Responsibilities

• Provide excellent client/advisor experience during the implementation phase of their plan
• Request and coordinate collection of data such as 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 of the plan
• Review plan adoption agreements and complete plan provision paperwork for the 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 our compliance software
• Perform work according to Nova policies and procedures

Requirements

• Ability to manage workload towards weekly goals in a results oriented team environment
• Excellent written and verbal communication skills
• Excellent time management, organizational skills, and ability to multi-task
• High level of critical thinking

Qualifications

• Five or more years of retirement plan implementation/onboarding experience
• Coachable and committed to professional development; industry credentials are an added bonus

Compensation and Benefits

• Base Salary $70,000-$90,000
• Salaried, non-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

40-hour work week

• We get it. We listen. We communicate.
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