Implementation Project Manager I

Fairygodboss; Louisville (KY); On-site; USD 60,000 - 80,000; Full time

Job summary

Fairygodboss is seeking an Implementation Project Manager I in Louisville, Kentucky to be the key client owner responsible for project management during implementations and mergers. The ideal candidate will have a Bachelor's degree and 1-3 years of relevant experience.

The role involves overseeing multi-department work, assisting clients with notification processes, and managing the transfer of plan assets.

Join a company committed to diversity and ethical standards, offering a dynamic and inclusive work environment.

Qualifications

• 1-3 Years of directly related experience.

Responsibilities

• Project manages work of several internal departments and clients.
• Assist client with prior recordkeeper notification.
• Manage the transfer of plan assets and participant records.
• Responsible for preparation and distribution of client conversion communication.

Skills

Strong oral and written communication skills

Strong influence and prioritization skills

Adaptability and multi-tasking skills

Ability to apply recordkeeping and regulatory concepts

Education

Bachelor's Degree or Equivalent in Education & Experience

Job description

ADP is hiring an Implementation Project Manager I/Implementation Specialist

In this position you will be the 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.

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.
• Assist 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.
• Failure to properly execute could cause significant financial impact to ADP and/or the client.

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.
• 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.
• Delivers ADP Mid Market Prototype Adoption Agreement and reviews elections with client from both a regulatory and ADP Retirement Services administration perspective to ensure plan setup meets client expectations and confirms to the prototype's product specifications and system constraints.
• 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.
• 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 percents, etc.
• Participate on team projects.
• Research issues and share findings with other team members.
• Performs other related duties as assigned.

QUALIFICATIONS REQUIRED

• Bachelor's Degree or Equivalent in Education & Experience.
• 1‑3 Years of directly related experience.

PREFERRED QUALIFICATIONS

• Strong oral and written communication skills.
• Strong influence, prioritization, adaptability and multi‑tasking skills.
• Able to apply recordkeeping and regulatory concepts and methodologies.
• This is a non‑exempt/hourly position, so willingness to work overtime on occasion is preferable.

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, affectionate 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.