Key client owner and single point of contact responsible for the project management of the entire implementation and/or merger and acquisition, from the point of sale through the transition to on-going Client Services. The Team Leader will also be responsible for overseeing and leading a team of Implementation Project Managers using ADP's Leadership Expectations (Market, Business, and People Leadership).
ESSENTIAL DUTIES & RESPONSIBILITIES:
Project manages work of several internal departments, client, financial advisors and client's prior recordkeeper to ensure a successful implementation and is the subject matter expert for all functional areas through ADP for the conversion.
Failure to properly execute could cause significant financial impact to ADP and/or the client.
Key Client Account Manager:
Drawing from 401(k) experience, product and legislative knowledge evaluates, assesses and recommends solutions to question/issues surfaced from client, and internal departments regarding the implementation.
Consulting with client on non-standard issues
Responsible for review of conversion data and records prior to plan being moved to production go-live. Communicates with client for appropriate conversion data approvals. Complexities may include review and communication of service calculations, combination of multiple loans into small number of loans, mapping of investment elections and deferral percent's, etc.
Participate on Team Projects
Research Issues and share findings with other team members
Mentor and train new associates. Assist with research and discussions with clients on escalated issues
Effectively leads a team of Implementation Project Managers aligning with the strategic direction of the Retirement Services Business Unit.
Facilitates team meetings and assists with topics covered.
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