Investment Consultant

Profile

ADP is hiring a Client Investment Services Consultant II. In this position you will provide investment analysis, performance reporting and pricing support to small, mid, large and custom retirement plan clients. By completing a comprehensive needs analysis and fully understanding the client's short and long-term investment goals, the Client Investment Services Consultant manages the investment analysis process and serves as a facilitator of investment performance discussions with senior level executives within client companies as well as providing support to the financial advisor and RIA community. He/she will provide statistical information and procedural guidance to clients throughout the process of adding to or modifying a retirement plan's investment line-up. The Client Investment Services Consultant will also assist with client pricing to ensure the required revenue targets are being met.

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:

Execute and deliver periodic comprehensive investment reviews with clients (and FA/RIA if applicable) in person or via conference call/web meeting.

Effectively communicate and partner with client service and/or sales on the resolution of resulting fund mappings, additions and deletions.

Ensure complete client understanding.

Conduct pricing reviews for targeted clients to increase retention.

Partner with CS, FA/RIA and sales to identify revenue/risk opportunities and provide guidance/direction as to implementation strategy.

Proactively monitor client satisfaction with investment performance and provide timely plan analysis, industry trends and other market condition updates.

Utilize client contact management database to log and track all interactions and history with clients regarding investment communications.

Additionally, track dates of in person visits, client calls and proactive communications for reporting purposes to upper management.

Initiate/lead projects that will increase the retirement plan investment knowledge of clients and internal ADP associates.

Mentor and provide guidance to members of the CIS team as well as the Client Service Organization.

Proactively identify learning or professional development needs related to the Investment Consultant role.

Performs other related duties as assigned.

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

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

CEBS and/or ASPPA Preferred

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.

Understanding Retirement Plan revenue generation.

Ability to negotiate plan pricing based on client needs and current market conditions Industry Knowledge: Applies the understanding of industry terminology, process flow and structure to problem solving and communications.

Collaborative Skills: Influences others through involvement in processes and decision making; builds and sustains relationships of trust and respect with others.

Analysis Skills: Identifying and understanding issues, problems, and opportunities; comparing data from different sources to draw conclusions; using effective approaches for developing appropriate solutions.

Creativity / Innovation: Develops and applies new solutions to problems while using common sense and sound judgment.

Service Oriented: Understands the perspective of the client and takes action(s) to integrate the client's needs with the products and strategic direction of ADP; builds a relationship of trust and respect with the clients.

Communication: Delivers highly professional presentations and communications throughout the client and ADP organizations.

Explore our COVID-19 page https://jobs.adp.com/covid19/ to understand how ADP is approaching safety, travel, the hiring interview process, and more.

Diversity, Equity, Inclusion & Equal Employment Opportunity at ADP: ADP affirms that inequality is detrimental to our associates, our clients, and the communities we serve. Our goal is to impact lasting change through our actions. Together, we unite for equality and equity. ADP is committed to 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, or protected veteran status and will not discriminate against anyone on the basis of a disability. We support an inclusive workplace where associates excel based on personal merit, qualifications, experience, ability, 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.

Company info

Automatic Data Processing, Inc.
Website : http://www.adp.com