Nova 401(k) Associates
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The Sales Consultant will promote Nova’s services by identifying investment professionals, participating in sales presentations, and maintaining relationships with key producers. Responsibilities include analyzing market trends, providing feedback to management, and traveling for sales training.
As the Annual Distributions Team Leader at Nova 401(k) Associates, you will manage a team to ensure regulatory compliance for distribution requests, mentor junior staff, and enhance existing processes. Your responsibilities include monitoring productivity, developing reports, and maintaining up-to-date knowledge of industry regulations.
The Implementation Specialist will onboard new clients, ensuring excellent service during the implementation phase by coordinating data collection and acting as a liaison between clients and service providers. They will participate in weekly calls to manage timelines and set up internal systems while adhering to company policies.
The IRA Specialist manages requests for distributions, handles inquiries from participants and plan sponsors, tracks and reports on progress, reconciles accounts, and maintains solid relationships with vendors. The role requires independent learning, strong organizational skills, and the ability to multitask. Training will be provided.
The Sales Consultant will identify and promote Nova's retirement plan services to investment professionals, conduct presentations, maintain partner relationships, analyze market trends, and participate in training. A focus on building sales and negotiating is essential.
As a Sales Consultant at Nova 401(k) Associates, you will identify investment professionals, conduct presentations, maintain relationships with partners, and analyze market trends while representing the company's retirement planning services. The role requires excellent communication and sales skills, with opportunities for performance-based bonuses.
The Sales Consultant will identify investment professionals in the assigned region to promote Nova’s services, participate in presentations, maintain contact with key producers, analyze market trends, and build relationships with intermediary partners. The role involves some travel for training and requires excellent sales, negotiation, and interpersonal skills.
The Client Relationship Manager will maintain relationships with clients and advisors, manage a caseload, consult on plan operations, and ensure timely distribution of plan notices. The role provides a supportive work environment and requires a proactive approach to managing client accounts and resolving administrative issues.
The Defined Contribution Account Manager will maintain and enhance client and advisor relationships, manage a caseload of 401(k) plans, exemplify superior client service, ensure effective collaboration with various teams, and document client interactions in the workflow management system. The role emphasizes independence, proactive management, and ongoing professional development.
The Sales Consultant role involves promoting Nova's retirement plan services to investment professionals and plan sponsors. Responsibilities include maintaining relationships with intermediary partners, conducting presentations, analyzing market trends, and participating in sales training. The position is targeted at self-motivated individuals looking to succeed in a fast-paced sales environment.
The AMP Account Manager will manage client and advisor relationships, maintain a caseload of PEP and 402(a) clients, and exemplify superior client service. The role involves proactive communication about industry developments and collaboration with other departments to ensure a high-quality client experience, all while aligning with firm policies and achieving team goals.
The Senior Defined Contribution Account Manager manages client relationships and oversees complex 401(k) plan administration, ensuring superior client service and compliance with regulatory testing. This role involves collaboration with various teams, proactive communication about industry developments, and maintaining a high client retention rate.
The Defined Contribution MEP Account Manager will maintain client relationships, manage a caseload of MEP clients, and consult on plan operation and design. The role requires proactive communication with clients and advisors and collaboration with other departments to ensure client satisfaction and compliance with company policies.
The Tax-Exempt Account Manager at Nova 401(k) Associates is responsible for managing client relationships and providing expert support on 401(k) plans for tax-exempt entities. Key responsibilities include maintaining a caseload of plans, delivering compliance testing, and collaborating with various internal teams to ensure excellent client service. The role requires a strong commitment to ongoing professional development and effective communication with clients and advisors.
As a Sales Consultant at Nova 401(k) Associates, you will identify investment professionals, participate in presentations, maintain contact with key producers, analyze market trends, build relationships with partners, and attend sales training.