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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.

INVESTMENT CONSULTING RESPONSIBILITIES:

• SPS 3(21) Investment Advisory Services provided to SPS 3(21) clients:

• Provide clients with a sample Investment Policy Statement (IPS)

• Assist clients in determining the asset classes that are appropriate for the plan

• Assist clients in determining plan investment line-up based on various factors including but not limited to the Plan's IPS and demographics of the eligible employee population

• Provide client with information and education about due diligence and monitoring criteria for selecting and managing the investment options

• Assist clients in selecting a QDIA

• Prepare updates to IPS (if needed)

• Issue plan level reports on plan performance and other related information

• Evaluate investment performance, style, investment expense, manager tenure and risk for each investment option

• Create and maintain a Watch List of plan investment options

• Prepare comprehensive fund searches utilizing IPS criteria, share class options and commentary

• Perform a comprehensive review of QDIA

• Provide benchmarking information

• Provide education on investment committee roles and responsibilities

• Educate clients on fiduciary duties with respect to 401(k) plans

OTHER RESPONSIBILITIES:

• Analyze conversion clients’ investments to determine funds that 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

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

• Knowledge or experience working with Morningstar® Direct

• Strong knowledge of Microsoft Excel

• 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 travel up to 10% in the future.

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.