Implementation Project Manager

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.
• Perform welcome call and explain the implementation process to the client, ensuring the client understands actions they need to take in order to ensure a successful implementation, and identify/introduce other team members who will interact directly with the client.
• Aid client with prior recordkeeper notification and obtaining a liquidation date.
• Provide the client with a blackout notice and explain the legal responsibilities for providing the notice to their plan participants in a timely manner.
• Manage the transfer of plan assets and participant records by communicating directly with client's current providers and internal ADP departments.
• Establish Payroll Input call to review with client how to enter payroll deductions and compliance coding.
• Work with client, prior recordkeepers and internal ADP parties on missing information needed to complete conversion to ADP Retirement Services.
• Responsible for preparation and distribution of all applicable client conversion communication.
• Responsible for documentation based on department standards and coordination of seamless transition to Client Services.
• Key Client Account Manager: Key client contact during implementation from point of sale through the transition to Client Services.
• Monitors and communicates conversion status on a regular basis with client, sales and financial advisors.
• Evaluate, assess and recommend solutions to questions / issues surfaced from client, and internal departments regarding the implementation.
• Consult with client on non-standard issues.
• Work with the client and internal ADP groups on exception related processes requested by clients.
• This may include adding investment with restrictions, transfer in-kind, setup of brokerage accounts, special blackout notifications, special processes needed to be supported by Client Services and Operations, etc.
• Review and communicate service calculations, combination of multiple loans into small number of loans, mapping of investment elections and deferral percent, etc., prior to plan being moved to production go-live.
• Communicate with client for appropriate conversion data approvals.
• Participate on team projects
• Research issues and share findings with other team members

Qualifications

• Strong oral and written communication skills
• Strong influence, prioritization, adaptability and multi-tasking skills
• Able to apply recordkeeping and regulatory concepts and methodologies