Original listing text, shown exactly as published by the company.
What you will do
- Establish, develop, and sustain strong, trust-based relationships with senior leaders at national and regional TPA firms, including executive leadership, operations, sales, and consulting teams.
- Serve as the primary strategic point of contact and relationship owner for assigned TPA firms.
- Execute against a tiered TPA engagement model, tailoring relationship strategies based on firm size, influence, complexity, and growth opportunity.
- Act as an escalation partner for complex relationship, service, or operational matters, ensuring timely resolution and long-term partnership health.
- Maintain a deep understanding of each TPA’s business model, priorities, and client base to proactively align solutions and support.
- Develop and execute joint business plans with assigned TPA firms focused on sustainable plan growth, asset growth (AUM/AUA), and retention.
- Drive new business opportunities in partnership with Sales, Investment Sales, Product, Marketing, and Client Service teams.
- Identify opportunities to increase platform adoption, including investment solutions, technology capabilities, and value-added services.
- Support competitive positioning and win strategies for priority opportunities, ensuring alignment between TPA objectives and recordkeeper capabilities.
- Communicate the organization’s value proposition through in-person meetings, virtual engagements, phone, email, webinars, and industry events.
- Lead TPA education and enablement efforts, including administrator training, sales and consulting team education, and strategic planning sessions.
- Represent the organization as a subject matter expert on defined contribution trends, recordkeeping solutions, and industry best practices at TPA and industry conferences, including participating in speaking engagements when appropriate.
- Strengthen day-to-day connectivity between TPA firms and internal teams to ensure consistent execution and a positive partner experience.
- Act as the internal advocate for assigned TPA firms, clearly communicating partner feedback, needs, and priorities across the organization.
- Collaborate closely with internal stakeholders across Sales, Investments, Product, Operations, Relationship Management, Client Service, and Marketing.
- Leverage senior leadership to support strategic initiatives, resolve challenges, and deepen marketplace relationships.
- Contribute insights on TPA trends, competitive dynamics, and evolving market needs to inform internal strategy and priorities.
- Monitor relationship health indicators, including satisfaction, retention, plan growth, and platform utilization.
- Analyze TPA and market trends to identify growth opportunities, retention risks, and areas for improvement.
- Use data-driven insights to proactively enhance the partner experience and strengthen long-term relationships.
What you will bring
- Bachelor’s degree required; advanced degree preferred.
- 6+ years of experience in retirement services, defined contribution recordkeeping, TPA distribution, financial services, or investment platforms.
- Experience managing enterprise or multi-office TPA relationships with both growth and retention accountability.
- Strong understanding of TPA business models, defined contribution administration, and advisor/consultant ecosystems.
- Deep knowledge of the defined contribution marketplace, recordkeeping operations, investment solutions, and service delivery models.
- Strong relationship management and consultative sales capabilities, with the ability to balance growth objectives and partnership outcomes.
- Executive-level communication and presentation skills.
- Ability to lead through influence and collaborate across complex organizations.
- Strong analytical, organizational, and problem-solving skills.
- Ability to travel 20–50%, including overnight travel, to support TPA relationships and attend meetings and industry events.
- Role may be performed in a remote or professional office environment.
This job description is not intended to be an exhaustive list of all duties, responsibilities and qualifications of the job. The employer has the right to revise this job description at any time. You will be evaluated in part based on your performance of the responsibilities and/or tasks listed in this job description. You may be required perform other duties that are not included on this job description. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.
***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***
