5 days old

Institutional Investment Consultant III

Salem, NH 03079

ADP is hiring an Institutional Investment Consultant. In this position, Institutional Investment Consultant the will be assigned a book of clients, providing investment analysis and recommendations to a committee of senior managers of our largest customers. Customize investment recommendations to each plan's Investment Policy Statement, providing periodic review of that IPS to keep current with regulations and industry trends. Participate in the investment committee at various levels based on experience and need.

In addition to work on fiduciary appointments, this position has responsibility to support the repricing of direct plans on the ADPRS platform, helping RS to retain growing clients by keeping fees competitive.

At ADP we are driven by your success. We engage your unique talents and perspectives. We welcome your ideas on how to do things differently and better. In your efforts to achieve, learn and grow, we support you all the way. If success motivates you, you belong at ADP.

We strive for every interaction to be driven by our CORE values: Insightful Expertise, Integrity is Everything, Service Excellence, Inspiring Innovation, Each Person Counts, Results-Driven, & Social Responsibility.

RESPONSIBILITIES:

  • Load data collector plan information into the AIS system and prepare Principal investment return analysis reports as requested by Sales. Also, track AIS system issues and prepare wish list of AIS enhancements based upon team comments.
  • Analyze results in AIS investments to determine which funds must be replaced due to contract issues, fund trading issues or revenue requirements not being met
  • Discuss investment results with Investment Consultants II, III and IV to develop sample fund line ups.
  • Map client's current funds to a recommended fund line up after completion of suitability questionnaire.
  • Ability to lead investment conversations, strategize with Sales and Financial Advisors on the best investment product fit
  • Participate in Sales finalist presentations either in person or via phone
  • Ability to effectively develop and deliver Investment training to Sales
  • Participate in the development of new tools and investment products by working with Retirement Services Marketing and Sales Leadership
  • Supervise and mentor Institutional Investment Consultant I and II associates as needed

QUALIFICATIONS REQUIRED:

  • 8 to 12 Years Experience and knowledge in the financial markets and varying investment products.
  • Bachelor's Degree or its equivalent in education and experience
  • FINRA 6 and 63 Licenses
#LI-AJ1

PREFERRED QUALIFICATIONS: Preference will be given to candidates who have the following:

  • CRPS, CEBS, ASPPA designations (or equivalent) preferred
  • ChFC/CFP/CFA/CMFC Preferred
  • Strong knowledge of retirement plan administration
  • Experience and knowledge in the financial markets and varying investment products.
  • Comprehensive understanding of competitive advantages and disadvantages of investment products and fund families.
  • Experience in managing executive level relationships/partnerships with clients and third parties.
  • Strong understanding of Retirement Plan revenue generation.
  • Ability to negotiate plan pricing based on client needs and current market conditions.
  • Ability to travel up to 30% in the future.

We're designing a better way to work, so you can achieve what you're working for. Consistently named one of the 'Most Admired Companies' by FORTUNE Magazine, and recognized by DiversityInc as one of the 'Top 50 Companies for Diversity,' ADP works with more than 740,000 organizations across the globe to help their people work smarter, embrace new challenges, and unleash their talent. "Always Designing for People" means we're creating platforms that will transform how great work gets done, so together we can unlock a world of opportunity.

At ADP, we believe that diversity fuels innovation. ADP is committed to equal employment opportunities regardless of race, color, genetic information, creed, religion, sex, sexual orientation, gender identity, lawful alien status, national origin, age, marital status, or protected veteran status. We support an inclusive workplace where associates excel based on personal merit, qualifications, experience, ability, and job performance.

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Posted: 2020-11-18 Expires: 2020-12-17

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Institutional Investment Consultant III

ADP
Salem, NH 03079

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