In this role you will be responsible for developing, on-boarding and maintaining effective ADP relationships with RS' institutional partners for our Pooled Plan programs. As the liaison with these financial firms and as a key partner advocate, the Pooled Plan Relationship Manager is responsible for the mutual success of the partnership and the partner's overall satisfaction with our Pooled Plan programs. The Pooled Plan Relationship Manager positions themselves within the senior levels of the partner's organization. However, the Relationship Manager may also interact with the partner's middle management and department staff when necessary. Understanding the partner's short and long-term goals relative to their Pooled Plan retirement business, and the strategic opportunity they present to ADP RS, the Pooled Plan Relationship Manager serves as a facilitator of services across the Pooled Plan programs.
The nature of what you do every day will be engaging in a consultative relationship with our investment partnerships and fiduciary relationships partners. The questions you receive will vary, as will the solutions you provide based on each company's demographic and their unique product goals. There will be no shortage of new questions, which will keep things interesting. Our top-ranked training and mentoring program will set you up for success in just a few short weeks!
To thrive in this role, you have a way with partners that builds rapport, establishes trust, and shines with professionalism. Over the phone and in writing, your communication style is clear, easy to understand, and take action on. You will also be able to use your retirement plan administration expertise to develop solutions. Don't worry, we also have a healthy dose of fun. Not only can you find a career here but friendships that last in a company that values inclusion.
What you'll do: Responsibilities
What you can expect on a typical day:- Participate in meetings with potential new Pooled Plan partners to discuss the ADP Pooled Plan solutions/options
- Manage the on-boarding process for new Pooled Plan partners -including investment and marketing material needs
- Key ADP contact for assigned partners decision maker and/or the senior executive responsible for the ADP Pooled Plan relationship
- Focus is on strategic success and partner satisfaction of the Pooled Plan programs
- Execute quarterly Pooled Plan comprehensive business reviews with clients.
- Effectively communicate and oversee the resolution of resulting critical Pooled Plan product issues with all ADP entities as well as to communicate areas of satisfaction or perceived improvement.
- Understand partner's Pooled Plan retirement business strategy and needs.
- Negotiates Pooled Plan contracts with new partners.
- Ensures partners understand ADP's position and objectives of our Pooled Plan programs.
- Maintains comprehensive and timely records on partner activities.
- Performs other related duties as assigned.
TO SUCCEED IN THIS ROLE: Requirements
- 5+ years of Relationship Management and/or directly related experience
- Exceptional verbal and written communication skills
- Understanding of retirement plan administration---especially Pooled Plan unique requirements
A college degree is preferred but not required. What's more important is having the skills and experience to do the job. Other acceptable experiences could include:
- Experience noted above, OR
- Military experience where skills including teamwork, adaptability, organization, and follow-through will help you build team and client relationships, identify solutions, and achieve success.
Bonus points for these: Preferred Qualifications
- Professional Designation preferred (CRSP, CEBS,etc)
- Master's Degree
- Comprehensive understanding of competitive advantages and disadvantages of Retirement Products.
- Experience in managing executive level relationships / partnerships with clients and third parties
- Extensive understanding of Defined Contribution recordkeeping and plan administration
- Familiarity with mutual funds and basic investment management principles
What are you waiting for?
Apply today!#LI-Hybrid#LI-AH1 
