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

• Advocate for AFS values and policies

• Supervise 4–6 teams

• Track team productivity and progress towards firm/team objectives through report generation

• Establish and oversee weekly objectives for each team

• Resolve at least 90% of service issues escalated by team members

• Develop and mentor assistant team leaders and team leaders

• Oversee salary budgets and client retention for teams

• Stay informed about new regulations and legislation, including proposed changes

• Keep up with emerging technology trends and legal updates, providing leadership in enhancing AFS service offerings

• Contribute to staffing and team model discussions

• Engage in succession planning for teams

• Support AFS management in transitioning to a more institutionalized business model

• At least 10 years of experience in non-discrimination testing

• A minimum of 8 years in a supervisory role

• Credentials from a nationally recognized organization such as ASPPA or NIPA

• In-depth knowledge of ERISA, Internal Revenue Code, and associated regulations

• Strong research and analytical abilities

• Excellent written and verbal communication skills

• Proficient in MS Excel and MS Word

• Exceptional organizational and coordination skills

• Ability to be flexible, adaptable, and multitask effectively

• Familiarity with Pension Pro is advantageous

• Must be located in the USA

• Must possess authorization to work for any US employer

• Medical, dental, disability, and life insurance

• Paid time off

• 401(k) plan with employer match

• Necessary computer equipment provided

• Flexible start time between 7:30 am and 8:30 am

Director

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