1+ months

Sr. Director of Retirement Services Education

Florham Park, NJ 07932
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.
 
Sr. Director of Retirement Services Education & Training is responsible for management oversight of the participant education and client training functions across all products and market segments within ADP Retirement Services. This leader's organization consists of two groups: the National Participant Education Group and Client Training Group.
 
The National Participant Education Group, which includes 4 regionally-based teams of FINRA-licensed Education Specialists and a team of Marketing Consultants, is tasked with driving retirement plan participation and deferral rates among client employees through the delivery of education programs. Each regional team is led by a Director/Manager -- a licensed Principal under the ADP-Broker Dealer.
 
The Client Training Group is responsible for development and execution of retirement plan training curriculum for clients (Plan Sponsor and/or Plan Administrator) across all small, mid and large-sized clients, delivered both on-site and remotely.
 
Primary responsibilities are to establish goals and provide direction to the organization to meet revenue targets by growing participation/enrollment and salary deferral rates among new and existing clients; develop revenue plan, manage territories and organize the pursuit of opportunities across the client base to ensure revenue goals are met; create enrollment and education standards, policies and procedures to support/enhance the value of education and training services to clients and participants; act as a licensed "Principal" for the
 
ADP-Broker Dealer and ensure that the Retirement Services Education Specialists (RSES) are in compliance with FINRA rules and regulations.
Other major responsibilities include:
* Drive high client satisfaction and retention levels among clients
* Increase utilization of ancillary services to help increase client retention
* Manage budget (including a large travel expense)
* Design and implement new initiatives, projects and procedures to improve productivity and efficiencies, and enhance current products and services
* Promote new products
* Create policies and procedures
* Establish strong, collaborative relationships with internal and external partners (Sales, Implementation, Client Services, Operations, Financial Advisors, Registered Investment Advisors, and other partners)
* Enhance the overall Client Experience through all interections (written, verbal, online, etc.)
* Motivates employees to reach high standards of performance by establishing an environment that encourages and recognizes diligence, dedication and a sense of mission.
* Provides career development of employees through direct performance feedback and job coaching

Establish goals and provide direction to the organization to meet revenue targets by growing participation/enrollment and salary deferral rates among new and existing clients; develop revenue plan, manage territories and organize the pursuit of opportunities across the client base to ensure revenue goals are met
 
Design and implement new initiatives, projects and procedures to improve productivity and efficiencies, and enhance current products and services.

Drive high client satisfaction and retention levels among clients
 
Create enrollment and education standards, policies and procedures to support/enhance the value of education and training services to clients and participants
 
Engage in budgeting, forecasting, statistical reporting and analysis. Revenues and budget reported in the Summary
 
Act as a licensed "Principal" for the ADP-Broker Dealer and ensure that the Retirement Services Education Specialists (RSES) are in compliance with FINRA rules and regulations.
 
Knowledge or certification of any/all preferred;
Mutual Funds, ERISA compliance, QKA Designation, CEBS Status, Payroll

Education: Bachelor's Degree with preference area pof concentrations in Finance or Business Management.
 
More than 12 years Experience in account management, client service, implementation, transformation, eductation & training or sales and ability to interact effectively with sales and financial advisor community.
 
Must have Experience Leading Leaders, remote associates and team sizes of at least 40. Stakeholder management experience, including vendor expertise required.
 
We believe in good faith that compensation for a successful candidate based in Colorado would generally fall between the range listed below.
 
In the state of Colorado, we are offering the following benefits (subject to change):
 
Salaried and hourly workers who work on average 20 standard hours per week:

Medical, Dental, Vision, Life Insurance, 401K, Charitable Contribution Match, Holidays, Personal Days & Vacation, Student Loan Repayment Reimbursement and Paid Volunteer Time Off

 

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.



Compensation range for this role for U.S. Colorado Residents
Minimum: $122,200 (+ commission, + bonus and/or + equity)
Maximum: $174,135 (+ commission, + bonus and/or + equity)
Compensation Type:

Categories

Posted: 2020-12-16 Expires: 2021-02-19

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Sr. Director of Retirement Services Education

ADP
Florham Park, NJ 07932

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