Team Leader

AFS is hiring a Team Leader for the Client Relations Team. The focus of this position is managing a team of professionals to meet firm goals. The Team Leader is responsible for training, goal setting, creating a positive work environment for junior staff, and performance reviews for the team members. Team leaders typically have input into setting policies and are expected to champion AFS culture and goals. Team leaders are evaluated primarily on the success of their team. For this position, an individual must have a minimum ten years of industry experience and five years of supervisory experience. Job Responsibilities Manage a team of 6-8 staff members, which will include some combination of Senior Account Managers, Account Managers and Associate Account Managers. Management will include ensuring client satisfaction of the clients assigned to the team, managing the team to meet AFS’s performance metrics, providing training and feedback to team members, and completing salary and performance reviews Must be a champion for AFS values and policies Assist in training staff members throughout the year Resolve a minimum of 50% of service issues escalated by team members Keep current with new regulations and legislation as well as an awareness of proposed regulations and legislation Assist with a minimum of three AFS client/broker outreach initiatives throughout the year, such as live seminars, webinars, or special AFS events Assist team members with annual client reviews Maintain a caseload of about 50 clients Provide design and consulting services to plans assigned to the team Cultivate existing client relationships for plans assigned to the team Communicate with principals, clients, financial advisors, attorneys, CPAs, and other professionals on plans assigned to the team Qualifications 10+ yearsof experience in nondiscrimination testing 5+ years of supervisory experience Credentials with a nationally recognized organization (ASPPA or NIPA) Strong knowledge of ERISA and Internal Revenue Code and Regulations Strong research and analytical skills Excellent written and verbal communication skills Proficiency in MS Excel and MS Word Superior organizational and coordination skills Flexibility, adaptability, and ability to multi-task Knowledge of Pension Pro is a plus Compensation and Benefits Base Salary $80,000-$120,000 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 You may choose a start time between 7:30 am and 8:30 am Interested in building your career at Nova 401(k) Associates ? Get future opportunities sent straight to your email. Apply for this job * indicates a required field First Name * Last Name * Email * Phone * Resume/CV * Enter manually Accepted file types: pdf, doc, docx, txt, rtf Enter manually Accepted file types: pdf, doc, docx, txt, rtf Education School Select... Degree Select... Select... Select... Start date year End date month Select... End date year Please provide your complete address (Address 1, Address 2 (if applicable), City, State, and Zip Code). * Are you legally eligible for employment in the United States? * Select... Please provide your United States Visa status, if applicable. Are you at least 18 years old? * Select... Have you filed all required federal and state personal tax returns timely? * Select... Have you paid all federal income taxes that you owe? * Select... If you have not paid all federal income taxes that you owe, have you entered into a payment agreement with the Internal Revenue Service? * Does not apply to me Yes No Have you declared bankruptcy in the last five years? * Select... Have you had a property foreclosed upon or been sued for nonpayment on bills in the last five years? * Select... In the past five years, have you been more than 90 days behind on any bill? * Select... If you owe child support, are you current on your child support? * Does not apply to me Yes No What hours are you available to work? * If hired, when could you start? * Do you have 10+ years of experience in nondiscrimination testing? * Select... Do you have 5+ years of supervisory experience? * Select... Do you have credentials with a nationally recognized organization (ASPPA or NIPA)? * If you answered yes to the previous question, please list your credentials. Do you have strong knowledge of ERISA and Internal Revenue Code and Regulations? * Select... Do you have proficiency in MS Excel and MS Word? * Select... What is your minimum required salary? *

• 80,000 - $90,000
• 90,001 - $100,000
• 100,001 - $110,000
• 110,001 - $120,000

more than $120,000 Where did you hear about this job (please provide website name if applicable)? * If you have a LinkedIn Profile, please share it here! I hereby certify that all statements made in this application are true and correct to the best of my knowledge and belief. I understand that any misrepresentations or omissions of facts in this application are grounds for disqualification from further consideration or for dismissal from employment.I authorize the company to inquire into my educational, professional and past employment history references as needed to research my qualifications for this position.If employed, I agree to conform to the rules, regulations and policies of the company. I understand that I will be an employee “at will” and either the company or I may terminate my employment relationship at any time for any reason not in violation of law.I hereby acknowledge that I have read and fully understand the forgoing and seek employment under these conditions. * #J-18808-Ljbffr Nova 401(k) Associates