Implementation Team Lead (Upmarket- Retirement Services)




Louisville, KY

Why you should apply for a job to ADP:

  • Ranked as one of the Best Companies for Women in 2022
  • 4.4/5 in overall job satisfaction
  • 4.5/5 in supportive management
  • 91% say women are treated fairly and equally to men
  • 93% would recommend this company to other women
  • 92% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.


    Position summary

    ingle 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.

    The Team Leader will also be responsible for overseeing and leading a team of Implementation Project Managers using ADP's Leadership Expectations (Market, Business, and People Leadership).

    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, and Social Responsibility.


    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 calls and explain the implementation process to clients, ensuring the client understands actions they need to take in order to ensure 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 block-out 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 RS.

    • 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 contact for clients 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 percent's, etc.

    • Participate on Team Projects

    • Research Issues and share findings with other team members

    • Mentor and train new associates. Assist with research and discussions with clients on escalated issues

    • Effectively leads a team of Implementation Project Managers aligning with the strategic direction of the Retirement Services Business Unit.

    • Provides training to newer associates and monitors their progress on an ongoing basis. Works with existing associates on a consistent basis by providing constructive feedback for continuous improvement

    • Identifies when there are training issues/needs among the team and helps bring resolution to these items

    • Works closely with management on team planning and department goals while keeping management aware of trends within the department

    • Assists with team capacity planning and resource utilization

    • Effectively handles escalations, works closely with critical clients, and reports back to management on progress

    • Coordinates and works on project assignments ensuring the proper follow through occurs; keeps management aware of key initiatives

    • Facilitates team meetings and assists with topics covered.


    • 5 to 8 years of directly related experience.

    • 3-5 years in a senior service role or equivalent experience in-depth knowledge of the daily operations of department and experience leading others.

    • Ability to consistently deliver quality service when dealing with multiple high priority issues.

    • Ability to communicate effectively to all levels of internal and external contacts verbally and in writing.

    • Ability to recognize basic procedural issues as they arise and escalate to the appropriate level.

    • Excellent collaboration, organizational, time management, customer service and problem-solving skills and the ability to work accurately and meet deadlines with frequent interruptions.

    • Ability to work and thrive in a team environment, focused on achieving results.

    • Ability to maintain cooperative working relationships with all levels of management.

    • Ability to assess team members' performance and provide motivational support.

    A college degree is great but not required. What's more important is having the skills to do the job. Other acceptable experiences could include:

    • Experience noted above OR

    • Military experience where skills including teamwork, adaptability, organization, and follow-through will help you build team and client relationships, identify solutions, and achieve success.

    Preferred Qualifications:

    • Experience with ADP 401k client services is a plus.


    • Belongby joining one of nine Business Resource Groups to connect globally with networks and allies who share common interests and experiences.

    • Be your healthiest. Best-in-class benefits start on Day 1 because healthy associates are happy ones.

    • **Focus on your mental health and well-being.**We're here to provide exceptional service to our clients, and none of that happens without each of us taking care of ourselves and being there for one another.

    • Join a company committed to giving backand generating a lasting, positive impactupon the communities in which we work and live.

    • Get paid to pay it forward. Company-paid time off for volunteering for causes you care about.

    What are you waiting for? Apply now!

    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 to learn more about ADP's culture and our full set of values.

    Why you should apply for a job to ADP:

  • Ranked as one of the Best Companies for Women in 2022
  • 4.4/5 in overall job satisfaction
  • 4.5/5 in supportive management
  • 91% say women are treated fairly and equally to men
  • 93% would recommend this company to other women
  • 92% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.