Director - Institutional Investment Consulting

ADP is hiring a Director Institutional Investment Consulting.

• Are you an Investment Consulting leader skilled at maintaining competitive products in a rapidly changing investment environment?
• Do you have expertise in onboarding investment advisory service clients and establishing procedures that enhance the client experience?

Well, this may be the role for you.

As Director Institutional Investment Consulting, you will manage both the fiduciary advice products and the staff that delivers our advice services. Advice services include ADP Strategic Plan Services (SPS) 3(21) custom plans, as well as the 3(21) auto-execute service.

In this role, you will positively impact SPS's success, including sales volume on small and mid-market customer base, SPS productivity and efficiency, and client retention.

To thrive in this role, you need to be highly skilled in the selection of competitive investment products and effective monitoring of existing investment products, leading to increased sales, retention, and profitability of SPS services.

Like what you see? Apply now!

Base salary offers for this position may vary based on factors such as location, skills, and relevant experience. Some positions may include additional compensation in the form of bonus, equity or commissions. We offer the following benefits: Medical, Dental, Vision, Life Insurance, Matched Retirement Savings, Wellness Program, Short-and Long-Term Disability, Charitable Contribution Match, Holidays, Personal Days & Vacation, Paid Volunteer Time Off, and more.

Compensation for this role is $94,700 - $192,100/Year.

Learn more about ADP at https://www.adpstrategicplanservices.com

A little about ADP: We are a global leader in HR technology, offering the latest AI and machine learning-enhanced payroll, tax, HR, benefits, and much more. We believe our people make all the difference in cultivating an inclusive, down-to-earth culture that welcomes ideas, encourages innovation, and values belonging. ADP has a deep commitment to diversity, equity, and inclusion as a global Best Places to Work, DiversityInc® Top 50 Company, Best CEO and company for women, LGBTQ+, multicultural talent, and more. Learn more about ADP's commitment on our YouTube channel: http://adp.careers/DEI_Videos

What you'll do:

Here's what you can expect on a typical day:

• Manage a group of experienced, professional investment consultants as they provide investment advice to retirement plans as large as $300 million. Lead and develop SPS associates, establish individual performance objectives and provide training and feedback. Recruit, onboard, and train new associates as SPS grows.
• Review procedures currently in place for the onboarding of clients to the investment advisory service as well as the ongoing delivery of advisory services. Identify areas that may allow for greater efficiency allowing for greater scale of services and establish procedures that enhance the client experience and satisfaction with advisory services, then implement and execute new procedures to address these areas.
• Manage all aspects of the reporting process associated with the investment performance and performance monitoring of all investments and associated benchmark indices for all managed investment products.
• Assist the SPS President in the identification and testing of new investment providers, reports, and systems required to report and maintain evidence of fiduciary oversight, as well as in the development of new products and services using SPS fiduciary authority.
• Act as backup for President - SPS in all fiduciary reporting and regulatory issues.

Experience. You have 15+ years of experience in relevant investment services skills gained and developed in the same or similar role.

TO SUCCEED IN THIS ROLE:

• NASD Series 6 and 63 Securities Licenses
• Strong leadership qualities and demonstrated success in managing, training, motivating, and retaining investment professionals.
• Expertise in selecting highly competitive investment products and effective monitoring and reporting of investment products.
• Expertise in communicating effectively with internal and external clients.
• Understanding of fiduciary risk and ways to mitigate that risk.
• Expertise with overseeing the coordination and implementation of fund changes across multiple investment sleeves and ensuring that all changes and other required due diligence are properly reviewed and documented.
• Experience presenting to senior leaders.
• Strong experience collaborating with multiple functions/organizations.
• Advanced experience in Microsoft Office Suite, including Word and Excel.
• Advanced experience in utilizing Internet applications for business.
• Demonstrated project management experience.
• Ability to travel up to 15%.
• You'll have a bachelor's degree or equivalent.

For additional comfortability in the role:

• Experience with Morningstar Direct®
• CMFC, CRPS, CFP, or CFA
• MBA
• PMP or similar project management certification

YOU'LL LOVE WORKING HERE BECAUSE YOU CAN:

• Have courageous team collaboration. Courage comes from how associates are willing to have difficult conversations, speak up, be an owner, and challenge one another's ideas to find the best solution.
• Deliver at epic scale. We deliver real user outcomes using strong judgment and good instincts. We're obsessed with the art of achieving simplicity with a focus on client happiness and productivity.
• Be surrounded by curious learners. We align ourselves with other smart people in an environment where we grow and elevate one another to the next level. We encourage our associates to listen, stay agile, and learn from mistakes.
• Act like an owner & doer. Mission-driven and committed to leading change, you will be encouraged to take on any challenge and solve complex problems. No tasks are beneath or too great for us. We are hands-on and willing to master our craft.
• Give back to others. Always do the right thing for our clients and our community and humbly give back to the community where we live and work. Support our associates in times of need through ADP's Philanthropic Foundation.
• Join a company committed to equality and equity. Our goal is to impact lasting change through our actions.

What are you waiting for? Apply today!

Find out why people come to ADP and why they stay: https://youtu.be/ODb8lxBrxrY

(ADA version: https://youtu.be/IQjUCA8SOoA )

Base salary offers for this position may vary based on factors such as location, skills, and relevant experience. Some positions may include additional compensation in the form of bonus, equity or commissions. We offer the following benefits: Medical, Dental, Vision, Life Insurance, Matched Retirement Savings, Wellness Program, Short-and Long-Term Disability, Charitable Contribution Match, Holidays, Personal Days & Vacation, Paid Volunteer Time Off, and more. The compensation for this role is $94,700.00 - $192,100.00 / Year

Diversity, Equity, Inclusion & Equal Employment Opportunity at ADP: ADP is committed to an inclusive, diverse and equitable workplace, and is further committed to providing equal employment opportunities regardless of any protected characteristic including: race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, protected veteran status or disability. Hiring decisions are based upon ADP's operating needs, and applicant merit including, but not limited to, qualifications, experience, ability, availability, cooperation, and job performance.

Ethics at ADP: ADP has a long, proud history of conducting business with the highest ethical standards and full compliance with all applicable laws. We also expect our people to uphold our values with the highest level of integrity and behave in a manner that fosters an honest and respectful workplace. Click https://jobs.adp.com/life-at-adp/ to learn more about ADP's culture and our full set of values.