Nova 401(k) Associates Benefits Overview

Sell Nova 401(k) consulting and pension administration services to retirement plan advisors and record-keepers. Prospect and build relationships with investment professionals, deliver presentations, maintain frequent client contact via visits and events, analyze market trends, provide feedback to management, and attend periodic sales training. Target regional intermediary partners and support business growth through consultative sales activities.

Owns requirements and process design for retirement-plan automation initiatives. Partners with plan administration, compliance, client services, and developers to define specifications, user stories, workflows, acceptance criteria, and automation priorities. Evaluates regulatory risks and ROI, validates deployed solutions, supports change management, and monitors enhancements. Requires deep 401(k) administration expertise, business analysis experience, retirement-industry knowledge, and familiarity with Agile tools and automation technologies.

Manage the onboarding and implementation of new retirement plan clients, coordinating data collection, documents, compliance software setup, platform providers, advisors, and client communications. Review plan paperwork, answer operational questions, manage implementation timelines, and ensure work follows company procedures while delivering a strong client and advisor experience.