Relationship Manager - Pooled Employer Plan (PEP) Partnerships.

ADP•Louisville, KY

1d•Hybrid

About The Position

ADP is hiring a Relationship Manager for our Pooled Employer Plan (PEP) Partnerships. This role is for individuals who thrive in a fast-paced environment, naturally build strong relationships with partners, are well-versed in retirement plan administration, and are seeking advancement opportunities. The position is responsible for developing, onboarding, and maintaining effective ADP relationships with institutional partners for our Pooled Plan programs. As the liaison with these financial firms and a key partner advocate, the Relationship Manager is responsible for the mutual success of the partnership and the partner's overall satisfaction with our Pooled Plan programs. The role involves engaging in consultative relationships with investment and fiduciary partners, providing solutions based on each company's demographics and unique product goals. ADP offers a top-ranked training and mentoring program to ensure success. The ideal candidate possesses strong rapport-building, trust-establishing, and professional communication skills, both verbally and in writing, and can leverage retirement plan administration expertise to develop solutions. The company culture values inclusion, belonging, and friendships.

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
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.

Nice To Haves

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

Responsibilities

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.