TPA Retirement Plan Counselor

Capital Group•Scottsdale, AZ

About The Position

The TPA Retirement Plan Counselor builds and supports Third-Party Administrator (TPA) relationships in the sales, service, and retention of retirement plans on Capital Group’s recordkeeping platforms. The role provides education and support on Capital Group’s investment and retirement plan solutions to help TPAs better serve their clients and advisors. Territory management is critical. The counselor is expected to be self-driven, demonstrate strong leadership capabilities, and serve as a subject matter expert on TPAs for internal and external sales teams, product, marketing, compliance, HOST, and retirement plan services. The position covers the South regional territory: AR, FL, GA, central and southern IL, southern IN, KS, LA, MO, MS, NC, NE, OK, PR, southern AL, SC, and TX. Travel of up to 75% is required.

Requirements

At least 5 years of experience in third-party administration, retirement plan sales, or a related field.
Bachelor’s degree in a relevant field of study.
FINRA Series 7 and Series 63 licenses.
In-depth knowledge of 401(k) plans, ERISA regulations, retirement plan products, and the retirement industry.
Knowledge of current and emerging policies, practices, trends, technologies, and information affecting TPAs and retirement plan administration.
Ability to manage a large territory and influence senior-level clients and senior business leaders on strategic business matters.
Ability to plan and manage the work of diverse teams and lead projects of significant scope.
Intellectual curiosity, analytical skills, sound judgment, and the ability to collaborate and maintain working relationships.
Willingness and ability to travel up to 75% of the time.

Responsibilities

Build and support TPA relationships in the sales, service, and retention of retirement plans on Capital Group’s recordkeeping platforms.
Provide education and support on Capital Group’s investment and retirement plan solutions to help TPAs serve their clients and advisors.
Manage a large territory.
Serve as a TPA subject matter expert for internal and external sales teams, product, marketing, compliance, HOST, and retirement plan services.
Plan and manage the work of diverse teams.
Develop processes and assignments for a group or team to ensure work is completed in a timely manner.
Lead and manage projects of significant scope across the organization.
Collaborate with internal and external stakeholders to complete business objectives.
Lead and facilitate discussions with senior business leaders on broad and sometimes controversial topics.
Resolve high-complexity matters using sound judgment.