Strategic Plan Services Executive

2 weeks ago


Salem, New Hampshire, United States ADP - Automatic Data Processing, Inc Full time
Job Summary ADP is seeking a highly skilled and experienced Strategic Plan Services Executive to lead the strategic direction and operations of ADP Strategic Plan Services. This individual will be responsible for overseeing the development and management of investment strategies for defined contribution 401(k) retirement plans, ensuring fiduciary responsibilities are met in accordance with ERISA and other regulatory requirements. Key Responsibilities: * Lead the development and management of investment strategies for defined contribution 401(k) retirement plans. * Ensure fiduciary responsibilities are met in accordance with ERISA and other regulatory requirements. * Provide expert advice and support to clients on investment management. * Ensure all activities comply with relevant laws, regulations, and industry standards. * Work closely with Retirement Services legal and compliance teams to meet the needs of the business. * Implement risk management strategies to safeguard the organization and its clients. * Stay abreast of regulatory changes and industry trends to maintain the organization's competitive edge. Requirements: * Bachelor's degree in finance, business administration, or a related field (master's degree preferred). * Minimum of 12 years of people leadership experience. * Required to hold or obtain the following securities licenses: SIE, series 6, and 63 within 60 days and obtain series 26 within an additional 30 days. * In-depth knowledge of ERISA and other relevant regulatory frameworks. * Proven track record of leadership and strategic management in a similar role. * Ability to navigate complex organization challenges and drive change. * Excellent communication and interpersonal skills, with the ability to build strong client relationships and lead high-performing teams. * Strong financial acumen and experience with investment analysis and decision making. Preferred Qualifications: * Law degree that specializes in ERISA is a plus. * Professional investment-related certifications such as CMFC, CFA, CFP, or similar are highly desirable. * Professional retirement industry certifications such as CPFA, QKA, QPA, CPC, or similar are highly desirable.

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