Defined Benefit Team Leader

This is a fully remote position, open to applicants in United States.

📋 Description

• Lead Nova’s Defined Benefit Team, overseeing a team of 10–15 actuaries and DB specialists.

• Ensure high service quality for both internal and external combo plan clients while monitoring progress against performance metrics.

• Train, mentor, and develop junior staff, providing constructive feedback.

• Conduct salary and performance evaluations.

• Advocate for and uphold Nova’s values and policies, reinforcing expectations.

• Collaborate effectively with Nova’s Combo Account Management, Sales, and leadership teams.

• Act as an escalation point for intricate DB and combo plan service challenges.

• Stay updated with new and proposed regulations and legislation.

• Assist in delivering Nova’s annual broker cash balance plan external webinar.

• Oversee the process of DB plan terminations and work on streamlining it.

• Establish a team and processes for the efficient and accurate completion of DB plan distribution packages.

• Manage special client projects, coordinating priorities, communicating progress, and ensuring timely and accurate deliverables.

• Perform additional duties as necessary.

⛳️ Requirements

• Minimum of 10 years of experience in the retirement plan industry, including substantial experience with defined benefit plans, cash balance plans, or combo plan administration.

• At least 5 years of supervisory or management experience within the retirement plan sector.

• A Bachelor’s degree is required.

• Strong understanding of ERISA, the Internal Revenue Code, Treasury Regulations, and nondiscrimination testing, including ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4) requirements.

• Ability to prioritize and manage workload effectively to meet weekly goals in a results-driven team environment.

• Capable of interpreting provisions of pre-approved and individually designed plan documents.

• Strong analytical and research skills.

• Excellent written and verbal communication abilities.

• Superior organizational capabilities.

• Adaptable, flexible, and able to juggle multiple tasks simultaneously.

• High level of critical thinking skills.

• Dedicated to lifelong learning and open to coaching.

• Proven ability to lead others, coach technical staff, make decisions in complex client situations, communicate clearly with internal stakeholders, and balance quality, timeliness, and team capacity.

• Must be based in the United States and authorized to work for any U.S. employer.

• Relevant retirement plan credentials are preferred, such as NIPA, ASPPA, EA, ASA, or other actuarial or retirement plan qualifications.

• A degree in actuarial science, mathematics, finance, accounting, business, or a related field is preferred.

🏝️ Benefits

• Medical, dental, disability, and life insurance coverage.

• Paid time off for employees.

• 401(k) plan with employer matching contributions.

• Necessary computer equipment will be provided.

• Opportunity to work from home.

• Flexible starting time between 7:30 am and 9:00 am Central Time.

• Leadership meetings and team-building events held in Houston, TX, 3–4 times per year.